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.
- When this happens...New Item in Board
Triggers when an item is created in a specific board.
- automatically do this!Create Individual Customer
Creates a new individual customer.
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