monday.com + WeTravel

Create new monday.com items for new WeTravel customers

Boost your sales and customer management efficiencies with this smart workflow. When you onboard a new customer in WeTravel, it prompts the creation of a corresponding item in your Monday.com board. This automatic data transfer ensures no lead falls between the cracks and every customer detail is accurately captured in your project management tool. So you stay ahead on customer relationships and manage your sales pipeline with greater proficiency.

Boost your sales and customer management efficiencies with this smart workflow. When you onboard a new customer in WeTravel, it prompts the creation of a corresponding item in your Monday.com board. This automatic data transfer ensures no lead falls between the cracks and every customer detail is accurately captured in your project management tool. So you stay ahead on customer relationships and manage your sales pipeline with greater proficiency.

  1. When this happens...
    WeTravelWeTravel
    New Customer

    Triggers when a new customer is added.

    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

What does this mean?
  • WeTravel triggers, actions, and search

    Lead Updated

    Triggers when a lead gets updated

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

    New Lead

    Triggers when a new lead is created.

    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
  • WeTravel triggers, actions, and search

    New Customer

    Triggers when a new customer is added.

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

    New Transaction

    Triggers when a new transaction is added.

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
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.
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Related categories

  • Project Management

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wetravel logo
wetravel logo

About WeTravel

WeTravel is the leading global payment & booking platform for multi-day tour operators and group travel companies.
Help

Related categories

  • Payment Processing