Chat Agents + monday.com

Create new items in monday.com for every chat lead from Chat Agents

Effortlessly manage your new chat leads by instantly adding them to your monday.com board. With this workflow, whenever a new chat lead is generated in the Chat Agents app, an item is created in monday.com, making sure you never miss an opportunity to connect with potential clients. Keep your team organized and streamline your lead management process with this seamless integration.

Effortlessly manage your new chat leads by instantly adding them to your monday.com board. With this workflow, whenever a new chat lead is generated in the Chat Agents app, an item is created in monday.com, making sure you never miss an opportunity to connect with potential clients. Keep your team organized and streamline your lead management process with this seamless integration.

  1. When this happens...
    Chat AgentsChat Agents
    New Chat Lead

    Triggers when there's a new chat lead.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

  • Chat Agents triggers, actions, and search

    Chat Lead Updates

    Triggers when a existing lead is updated.

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
  • Chat Agents triggers, actions, and search

    New Chat Lead

    Triggers when there's a new chat lead.

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
chat-agents logo
chat-agents logo

About Chat Agents

Chat Agents is a true human-managed 24/7 website live chat service provider.

Related categories

  • Customer Support
monday logo
monday logo

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

  • Project Management

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