fieldd + monday.com
Create new items in monday.com for each new booking in fieldd
Stay organized and efficient with this workflow. Whenever a new booking is made in fieldd, an item is instantly created in monday.com. This saves you from the trouble of manual data entry and keeps your project management up-to-date, allowing you to focus more on boosting your operational efficiency. Great for businesses looking to streamline their appointment and project tracking processes.
Stay organized and efficient with this workflow. Whenever a new booking is made in fieldd, an item is instantly created in monday.com. This saves you from the trouble of manual data entry and keeps your project management up-to-date, allowing you to focus more on boosting your operational efficiency. Great for businesses looking to streamline their appointment and project tracking processes.
- When this happens...New Booking
Triggers when a new job is booked.
- automatically do this!Create Item
Create a new Item in a board
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Mark Invoice Paid
Triggers when an invoice is marked paid.
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Lead
Triggers when a new lead is created.
Try ItNew Quote
Triggers when a new quote is created.
Try It
New Booking
Triggers when a new job is booked.
Try ItNew Invoice
Triggers when a new invoice is created.
Try ItNew Payment
Triggers for every payment transaction including partial payments, payment status and external payment details.
Try ItNew Sales Receipt
Triggers when a job or invoice is completed and final payment/receipt is processed.
Try It
