Create new monday.com items for each new account in Badger Maps
Stay on top of your client management with this efficient workflow. Whenever a new account is created in Badger Maps, it promptly adds an item to your monday.com board. This seamless connection saves you time, ensuring all information across your platforms is current and organized. Simplify your workload and enhance productivity with this streamlined process.
Stay on top of your client management with this efficient workflow. Whenever a new account is created in Badger Maps, it promptly adds an item to your monday.com board. This seamless connection saves you time, ensuring all information across your platforms is current and organized. Simplify your workload and enhance productivity with this streamlined process.
- When this happens...New Account
Triggers when you or a user you manage creates an Account.
- automatically do this!Create Item
Create a new Item in a board
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New Account
Triggers when you or a user you manage creates an Account.
Try ItAccount Updated
Triggers when you or a user you manage updates an Account.
Try ItAccount IDRequired
Account Badger ID
Account External ID
Account Name, Address, or Phone
New Check-In
Triggers when you or a user you manage checks-in at an Account.
Try ItAccount NameRequired
Account AddressRequired
Account Owner
Account External ID
Account Phone Number
Account Email
Account Follow-Up Date
Account Latitude
Account Longitude
Account IDRequired
Account Location IDRequired
Account Name
Account Address
Account Owner
Account Phone Number
Account Email
Account Follow-Up Date
Account Latitude
Account Longitude
Email Address or User IDRequired