monday.com + Simpro

Create new Simpro customers when column values change in monday.com boards

Manage your customer data seamlessly with this workflow. Whenever there's a change to a specific column value in your monday.com board, it will directly result in creating a new individual customer profile in your Simpro app. This efficient automation ensures all your customer information is instantly updated, saving you tedious manual data entry and enhancing your customer management process.

Manage your customer data seamlessly with this workflow. Whenever there's a change to a specific column value in your monday.com board, it will directly result in creating a new individual customer profile in your Simpro app. This efficient automation ensures all your customer information is instantly updated, saving you tedious manual data entry and enhancing your customer management process.

  1. When this happens...
    monday.commonday.com
    Specific Column Value Changed in Board

    Triggers when a specific column's value changes in the selected 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
    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
    • 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
    Try It
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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.

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.

Related categories

  • Project Management