Handy + monday.com

Create items in monday.com for every new sales order in Handy

Increase efficiency in managing your sales orders with this workflow. Whenever a new sales order is received in the Handy app, a corresponding item is promptly created in your monday.com board. This seamless link ensures all crucial details are immediately accessible, keeping your project management well-organized and up-to-date. Enjoy simplified, systematic tracking of sales orders to stay on top of your business processes.

Increase efficiency in managing your sales orders with this workflow. Whenever a new sales order is received in the Handy app, a corresponding item is promptly created in your monday.com board. This seamless link ensures all crucial details are immediately accessible, keeping your project management well-organized and up-to-date. Enjoy simplified, systematic tracking of sales orders to stay on top of your business processes.

  1. When this happens...
    HandyHandy
    New Sales Order

    Triggers when a new sales order is captured. It includes billable and non-billable, also both pre-sale and route sale.

    TriggerPolling
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

    • Board IDRequired

    Trigger
    Instant
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    • Board IDRequired

    • Group Names to trigger on

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
handy logo
handy logo

About Handy

A Sales Force Automation app to capture sales orders, surveys and new leads.

Related categories

  • CRM (Customer Relationship Management)

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monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn more

Related categories

  • Project Management

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