monday.com + Virtuous CRM

Create contact notes in Virtuous CRM when specific column values in monday.com boards are updated

When a specific column value changes in your monday.com board, this workflow will ensure those updates are reflected in your Virtuous CRM by creating a contact note. This seamless integration keeps both your project management and CRM systems updated, saving you from manually transferring data between apps. Enhance your efficiency, improve accuracy and ensure nothing slips through the cracks.

When this happens...
Specific Column Value Changed in Board
Triggers when a specific column's value changes in the selected board.
TriggerInstant
automatically do this!
Create Contact Note
Triggers when a contact note is created and/or updated.
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
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- Board IDRequired
Trigger
Instant
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- Board IDRequired
- Column IDRequired
Trigger
Instant
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- Board IDRequired
Trigger
Instant
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- 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
- Contact note status
Trigger
Instant
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- Gift status
Trigger
Instant
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- Tag NameRequired
- Contact idRequired
Action
Write
- Contact NameRequired
- Contact TypeRequired
- Is Private
- Nickname
- Label
- Address 1
- Address 2
- City
- State Code
- Zip Code
- Country
- Is Primary Address
- Latitude
- Longitude
- Description
- Website
- Is Archived
- Reference Id
- Reference Source
Action
Write
- Contact IdRequired
- Contact NameRequired
- Contact TypeRequired
- Is Private
- Nickname
- Description
- Website
- Origin Segment Id
- Marital Status
Action
Write
- Contact ID
- Email Address
- Reference Source
- Reference Id
- Contact NameRequired
- Contact TypeRequired
- Is Private
- Nickname
- Label
- Address 1
- Address 2
- City
- State Code
- Zip Code
- Country
- Is Primary Address
- Latitude
- Longitude
- Description
- Website
- Is Archived
Action
Search or write

- Item Created In Board Copy
- Board IDRequired
Trigger
Instant
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New Board
Triggers when a new board is created.
Trigger
Polling
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- Board IDRequired
- Column IDsRequired
Trigger
Instant
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- Board IDRequired
- Column IDRequired
Trigger
Instant
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New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
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- 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
- Contact status
Trigger
Instant
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New Form Submission
Triggers on a new form submission.
Trigger
Instant
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- Contact idRequired
- TypeRequired
- NoteRequired
- Note date time
- Important
- Private
- Time spent
Action
Write
- Task TypeRequired
- TaskRequired
- Description
- Due Date TimeRequired
- OwnerRequired
Action
Write
- Contact IdRequired
- Gift TypeRequired
- Gift DateRequired
- Gift AmountRequired
- Batch
- Notes
- Is Tax Deductible
- Is Private
- Receipt Date
- Receipt Segment Id
- Segment Id
- Cash Accounting Code
- Tribute
- State
- Project Id
- Project Amount
- Premium Id
- Premium Quantity
- Transaction Source
- Transaction Id
Action
Write
- Contact ID
- Email Address
- Reference Source
- Reference Id
Action
Search