InvestorLift + monday.com

Create new monday.com items for each new InvestorLift buyer

Stay organized and efficient with this workflow. When a new buyer is added in InvestorLift, it instantly creates an item in your monday.com board. This ensures a seamless flow of information between your real estate investment and project management platforms, saving your time and reducing manual data entry. Keep your team updated and projects on schedule effortlessly.

Stay organized and efficient with this workflow. When a new buyer is added in InvestorLift, it instantly creates an item in your monday.com board. This ensures a seamless flow of information between your real estate investment and project management platforms, saving your time and reducing manual data entry. Keep your team updated and projects on schedule effortlessly.

  1. When this happens...
    InvestorLiftInvestorLift
    New Buyer

    Triggers when there's a new Buyer.

    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

  • InvestorLift triggers, actions, and search

    New Buyer

    Triggers when there's a new Buyer.

    Trigger
    Instant
    Try It
  • InvestorLift triggers, actions, and search

    New Lead

    Triggers when there's a new Lead.

    Trigger
    Instant
    Try It
  • InvestorLift triggers, actions, and search

    New Offer

    Triggers when there's a new Offer.

    Trigger
    Instant
    Try It
  • InvestorLift triggers, actions, and search

    Update Lead

    Triggers when Lead updated.

    Trigger
    Instant
    Try It
  • InvestorLift triggers, actions, and search

    New Inquiry

    Triggers when there's a new Inquiry.

    Trigger
    Instant
    Try It
  • InvestorLift triggers, actions, and search

    New Loan Lead

    Triggers when there's a new Loan Lead (available only for Lenders).

    Trigger
    Instant
    Try It
  • InvestorLift triggers, actions, and search

    Offer Accepted

    Triggers when Offer Accepted.

    Trigger
    Instant
    Try It
    • Street AddressRequired

    • CityRequired

    • CountyRequired

    • StateRequired

    • ZipRequired

    • LatitudeRequired

    • LongitudeRequired

    • Countertops

    • Appliances

    • Kitchen

    • Bathrooms Condition

    • Yard

    • Exterior

    • Priority

    • Timeframe

    • Feel

    • Asking Price

    • Bathrooms

    • Half Bathrooms

    • Bedrooms

    • EmailRequired

    • First NameRequired

    • Last NameRequired

    • Phone NumberRequired

    • Contact Me

    • Message

    • Zestimate

    • Unit

    • Year Built

    • Lot Size

    • Square Footage

    • UTM Source

    • UTM Medium

    • UTM Campaign

    • UTM Term

    • UTM Content

    • Note

    • Google Click ID

    • Microsoft Click ID

    Action
    Write
investorlift logo
investorlift logo

About InvestorLift

InvestorLift's software powers the most profitable real estate investing businesses in America.
Learn more

Related categories

  • Sales & CRM
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.
Learn more

Related categories

  • Project Management

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