Affinity + monday.com

Create Affinity opportunities from new items in monday.com boards

Effortlessly manage your sales pipeline by connecting monday.com and Affinity with this powerful workflow. When a new item is added to your monday.com board, an opportunity will be created in Affinity, ensuring your sales team is always up-to-date with the latest leads. Simplify your process and increase efficiency with this seamless integration.

When this happens...
New Item in Board
Triggers when an item is created in a specific board.
TriggerInstant
automatically do this!
Create a Opportunity
Create a new opportunity. Use a Search if you do not want duplicates to be created.
ActionWrite

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Supported triggers and actions

- Board IDRequired
Trigger
Instant
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New Board
Triggers when a new board is created.
Trigger
Scheduled
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- Board IDRequired
- Column IDsRequired
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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- 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
- ListRequired
Trigger
Scheduled
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New List
Triggers when a new list is added.
Trigger
Scheduled
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New Person
Triggers when a new person is added.
Trigger
Scheduled
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- OpportunityRequired
Action
Write
- NameRequired
- Domain
Action
Write
- Person
- Organization
- Opportunity
- Content
- Gmail ID
- Creator
Action
Write
- Full NameRequired
- Email Address
Action
Write
- Search TermRequired
Action
Search
- Search TermRequired
Action
Search
- IdRequired
Action
Search
- IdRequired
Action
Search
- ListRequired
Action
Search or write
- Search TermRequired
- Full NameRequired
- Email Address
Action
Search or write

- Board IDRequired
Trigger
Instant
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- Board IDRequired
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
Scheduled
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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
New Organization
Triggers when a new organization is added.
Trigger
Scheduled
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- ListRequired
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is added.
Trigger
Scheduled
Try It
- OrganizationRequired
Action
Write
- PersonRequired
Action
Write
- ListRequired
Action
Write
- NameRequired
Action
Write
Update an Entity
Update the global or list fields of a person, organization, or opportunity.
Action
Write
- ListRequired
Action
Search
- Search TermRequired
Action
Search
- IdRequired
Action
Search
- Search TermRequired
- NameRequired
- Domain
Action
Search or write
- Search TermRequired
- NameRequired
Action
Search or write