monday.com + Wealthbox CRM
Create notes in Wealthbox CRM when specific column values change in monday.com boards
Stay on top of your client data efficiently with this automation. When there's a change in a specific column in your monday.com board, a new note will be created in Wealthbox CRM, ensuring you capture any significant updates seamlessly. Minimize manual tasks and enhance client relationships with this streamlined workflow.
Stay on top of your client data efficiently with this automation. When there's a change in a specific column in your monday.com board, a new note will be created in Wealthbox CRM, ensuring you capture any significant updates seamlessly. Minimize manual tasks and enhance client relationships with this streamlined workflow.
- When this happens...Specific Column Value Changed in Board
Triggers when a specific column's value changes in the selected board.
- automatically do this!Create Note
Creates a new note.
- Free forever for core features
- 14 day trial for premium features & apps
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.
Related categories
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
