Agentcis + monday.com

Create monday.com items from new Agentcis clients

You must have a lot of automation to deal with on Monday.com especially when it comes to automation related to Contacts. Now you can easily add contacts/items on Monday.com whenever new contacts are added in the Agentcis.

When this happens...
New Client
Triggers when a new client is added.
TriggerPolling
automatically do this!
Create Item
Create a new Item in a board
ActionWrite

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Supported triggers and actions

New Client
Triggers when a new client is added.
Trigger
Polling
Try It
New Prospect
Triggers when a new prospect is added.
Trigger
Polling
Try It
- IdRequired
- Client Identifier
- First Name
- Last Name
- Email
- Phone Number
- Visa Expiry Date
- Preferred Intake
- Street
- City
- State
- Zip Code
Action
Write
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
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

New Lead
Triggers when a new lead is added.
Trigger
Polling
Try It
- Client Identifier
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone Number
- Visa Expiry Date
- Preferred Intake
- Street
- City
- State
- Zip Code
- Assignee
- Branch Id
- Tags
Action
Write
- Board IDRequired
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Board IDRequired
- Column IDsRequired
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
- Api Docs Info
- Apply standard error handling?Required
- 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