monday.com + NextStage

Create items in monday.com from new opportunities in NextStage

Automate your project management process with this workflow. Once an opportunity is created in the NextStage app, an item is instantly created in your monday.com space. This removes the need for manual data entry and paves the way for seamless opportunity tracking, ensuring no important tasks are left behind in your sales pipeline.

Automate your project management process with this workflow. Once an opportunity is created in the NextStage app, an item is instantly created in your monday.com space. This removes the need for manual data entry and paves the way for seamless opportunity tracking, ensuring no important tasks are left behind in your sales pipeline.

  1. When this happens...
    NextStageNextStage
    Opportunity Created

    Triggers when a new Opportunity is added to one of your pipelines.

    TriggerInstant
  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

    • Pipeline

    Trigger
    Instant
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    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Group Names to trigger on

    Trigger
    Instant
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    • Board IDRequired

    Trigger
    Instant
    Try It
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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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About NextStage

NextStage is a CRM for Government Contractors

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