monday.com + Truss

Create new items in monday.com when projects are ready in Truss

Streamline your project management by connecting Truss and monday.com. With this workflow, whenever a project reaches the 'Ready' status in Truss, a corresponding item will be created in monday.com. By doing so, you ensure that all necessary information is organized and available in one place, eliminating the need to manually transfer data and optimising project tracking.

When this happens...
Project Ready
Trigger when client finish all tasks
TriggerInstant
automatically do this!
Create Item
Create a new Item in a board
ActionWrite

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Supported triggers and actions

New Task
Triggers when add new Task to a porject.
Trigger
Instant
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Contact Modified
Triggers when a contact info is changed.
Trigger
Instant
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New File Upload
Triggers when a new file is uploaded to the Webapp.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Project Created
Triggers when a new project is created.
Trigger
Instant
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Project Ready
Trigger when client finish all tasks
Trigger
Instant
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Project Task Modified
Triggers when a project task is modified.
Trigger
Instant
Try It

- Project IDRequired
- Entity IDRequired
Action
Write
Get All Firm User
Get all the user from firm
Action
Write
- Project IDRequired
- Contact IDRequired
Action
Write
- Entity NameRequired
- Entity TypeRequired
- EIN
- Client ID Number
- State Corp ID
- Secretary of State ID
- IP Pin
Action
Write
- Contact IDRequired
Action
Write
- User IDRequired
- Project NameRequired
- Contact ID
Action
Write
- Project IDRequired
Action
Search
- Project IDRequired
Action
Search
- Board IDRequired
Trigger
Instant
Try It
- 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
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Override empty fields
Action
Write
- Board IDRequired
- Column TitleRequired
- Column TypeRequired
Action
Write
- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
Action
Write
- Item IDRequired
- BodyRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Subitem IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board IDRequired
- User :Required
Action
Search
- Board IDRequired
- Item IDRequired
- Column
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- User :Required
Action
Search

New Contact Linked to Entity
Trigger when a new contact is linked to Entity
Trigger
Instant
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New Entity
Trigger when a new entity is created
Trigger
Instant
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New Comment
Triggers when a new comment is added to a task.
Trigger
Instant
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New Project Linked to Entity
Trigger when a new project is linked to entity
Trigger
Instant
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Project Modified
Triggers when a project is modified.
Trigger
Instant
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Project Status Change
Triggers when the project status change
Trigger
Instant
Try It
- Contact IDRequired
- Entity IDRequired
Action
Write
Get All Projects in Firm
Get all projects in your firm
Action
Write
- Project IDRequired
- Project Status IDRequired
Action
Write
- First NameRequired
- Last NameRequired
- Client ID Number
- EmailRequired
- Phone Number
- Contact Street Address
- Contact City
- Contact State
- Contact Zip
- Tag
Action
Write
- Group Template IDRequired
- Project IDRequired
Action
Write
- Entity IDRequired
Action
Write
- Project IDRequired
- Project Name
- Metadata
Action
Write
- Project IDRequired
- Task IDRequired
Action
Search
- IDRequired
Action
Search
- Item Created In Board Copy
- Board IDRequired
Trigger
Instant
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New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Board IDRequired
- Column IDsRequired
Trigger
Instant
Try It
- Board IDRequired
- Column IDRequired
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
Action
Write
- Board NameRequired
- Board KindRequired
- Template Id
- Workspace Id
Action
Write
- Board IDRequired
- Group NameRequired
Action
Write
- Board IDRequired
- Item NameRequired
- Subitem NameRequired
Action
Write
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
Action
Write
- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
Action
Write
- Board IDRequired
- Column to search inRequired
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- Item IDRequired
- ColumnRequired
Action
Search
- Board IDRequired
- Item IDRequired
Action
Search

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 Truss

Shockingly simple file collection via the Truss web application. Simple, Secure, Sorted.

Related categories

Documents

monday.com + Truss

Create new items in monday.com when projects are ready in Truss

New Task

Contact Modified

New File Upload

New Contact

New Project Created

Project Ready

Project Task Modified

Add Project to Entity

Get All Firm User

Create Assignee by Contact ID

Create Entity

Get Contact by ID

Create New Project by User Id

Get All Tasks in Project

Get Project by ID

Any Column Value Changed in Board

Item Moved to Group (Same or Different Board)

New Subitem on Board

Specific Column Value Changed in Board

New Update in Board

Archive Board

Archive Item

Update Item

Create Column

Create Item

Create Update

Delete Item

Update Subitem

API Request (Beta)

Find User by Name

Get Column Values

Get Group Details

Get User Details

New Contact Linked to Entity

New Entity

New Comment

New Project Linked to Entity

Project Modified

Project Status Change

Add Contact to Entity

Get All Projects in Firm

Change Project Status

Create Contact

Create Tasks From Group Template

Get Entity by ID

Update Project Name or Metadata

Get One Task From Project

Get User by ID

New Item in Board

New Board

Specific Columns Values Changed in Board

Specific Subitem Column Value Changed in Board

New User

Archive Group

Update Item Name

Create Board

Create Group

Create Subitem

Delete Group

Group Position

Upload File to Specific Column

Get Items by Column Value

Get Board Values

Get File Column Values

Get Subitem Values

About monday.com

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About Truss

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