monday.com + Simpro

Create new Simpro customers from new items in your monday.com board

Streamline your workflow between monday.com and Simpro seamlessly. Every time a new item is added in your monday.com board, it initiates a parallel task in Simpro to create an individual customer entry. This workflow ensures all new board items in monday.com are promptly accounted for in Simpro, bolstering efficiency and reducing the chance of omissions. Repurpose your time toward other priority tasks.

Streamline your workflow between monday.com and Simpro seamlessly. Every time a new item is added in your monday.com board, it initiates a parallel task in Simpro to create an individual customer entry. This workflow ensures all new board items in monday.com are promptly accounted for in Simpro, bolstering efficiency and reducing the chance of omissions. Repurpose your time toward other priority tasks.

  1. When this happens...
    monday.commonday.com
    New Item in Board

    Triggers when an item is created in a specific board.

    TriggerInstant
  2. automatically do this!
    SimproSimpro
    Create Individual Customer

    Creates a new individual customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Board IDRequired

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

    New Board

    Triggers when a new board is created.

    Trigger
    Scheduled
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    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDRequired

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

    New User

    Triggers when a new user joins your monday.com account.

    Trigger
    Scheduled
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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.
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Related categories

  • Project Management

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About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
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Related categories

  • Project Management