Follow Up Boss + Monday.com Integration

Automatically updates deal information based on new criteria or changes

Automatically retrieves and find a deal

Automatically adds new contact without initiating any automated follow-up sequences

Automatically finds and retrieves contact information

Automatically adds tags to a contact

Automatically updates contact details without initiating any action sequences

Automatically reassigns the task to a different agent

Automatically updates the stage of a contact based on particular criteria

Automatically creates a new note in the particular format

Automatically generates a new deal with

Automatically creates a new inquiry or logs a website event

Automatically applies an action plan to a contact

Automatically invites team members to collaborate on projects and share resources

Automatically pauses the action plan for a contact

Automatically creates a new task

Automatically record and save call details for future reference

Automatically generates a new item

Automatically locate and retrieve particular item information

Automatically updates an item with new information

Automatically retrieves detailed information of a item using its ID

Automatically creates a new subitem

Automatically store an item for future reference

Automatically removes the selected item

Automatically creates a new update

Automatically adds a new column to a dataset or spreadsheet

Automatically uploads a file to a item within a system

Automatically generates a new board

Automatically archive board to store historical data

Automatically creates a new group based on particular criteria

Automatically creates a copy of an existing group

Automatically removes a particular group from the system

Automatically archives a particular group for future reference

Automatically adds a user to a board

Automatically adds a user to the particular workspace

Automatically generates a new tag

Automatically creates a new workspace

Automatically invites team members to collaborate in the particular workspace

Automatically adds a team to the board