monday.com + The Customer Factor
Create items in monday.com when jobs are completed in The Customer Factor
Keep track of completed jobs with ease using this workflow. Once a job is marked as complete in The Customer Factor app, a new item is instantly created in your monday.com board. This not only helps maintain organized records for every job but also streamlines your task management, saving you time and reducing manual entry. Stay updated and organized without breaking a sweat!
Keep track of completed jobs with ease using this workflow. Once a job is marked as complete in The Customer Factor app, a new item is instantly created in your monday.com board. This not only helps maintain organized records for every job but also streamlines your task management, saving you time and reducing manual entry. Stay updated and organized without breaking a sweat!
- When this happens...Job Completed
Triggers when a job is marked as completed in The Customer Factor.
- automatically do this!Create Item
Create a new Item in a board
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Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try ItNew Job
Triggered when a new job is scheduled in The Customer Factor
Try It
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try ItNew Invoice
Triggers when new invoice is created in The Customer Factor.
Try ItNew Payment
Triggers when an invoice is paid in The Customer Factor.
Try It
