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Access Charity CRM
monday.com

Connect Access Charity CRM and monday.com

Explore ready-made Access Charity CRM and monday.com templates and start automating in minutes.

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Create a custom workflow

Integrate Access Charity CRM with monday.com and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

monday.com
Trigger: Watch Board's Column Values
Access Charity CRM
Action: Select an action
1. Select a trigger

  • Triggers when the board's column values have changed.

  • Triggers when an item is created/updated in the given board.

  • Triggers when a board's item is created.

  • Triggers when an item with the given value is created/updated in the given board.

  • Triggers when a new user is subscribed to a given board.

  • Triggers when a new board's update is created.

  • Triggers when a new event occurs in Monday.

  • Triggers when an item is created/updated in the given group.

  • Triggers when an item's column value is changed.

  • Triggers when an item's name on a board has changed.

  • Triggers when a new item's update is created.

  • Triggers when a new user has joined the given team.

  • Triggers when a new user is created.

2. Select an action

  • Creates a Communication

  • Creates and updates contacts

  • Creates a Payment.

  • Creates an Event

  • Creates an Event Attendee

  • Creates an Event Attendee Type

  • Creates an Event Booking

  • Gets a Single Contact by the Serial Number.

  • Gets a Single Event by the Event ID

  • Gets a Single Event Attendee by the Booking Ref

  • Gets a Single Event Attendee Type by the Attendee Type ID

  • Gets a Single Event Booking by the Booking ID

  • Gets a Single Payment by the Payment ID

  • Gets a Single Payment Batch by the Batch ID

  • Logs emails from third parties.

  • Performs an arbitrary authorized API call.

  • Updates an Event using Event ID

  • Updates an Event Attendee using the Booking Ref

  • Updates an Event Attendee Type using Attendee Type ID

  • Updates an Event Booking using the Booking ID

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Access Charity CRM and monday.com.

Add a Column to a Board
Adds a new column to a specific board.
Action
Add a File to a File Column Value
Adds a file to a file column value.
Action
Add a File to an Update
Adds a file to an existing update.
Action
Add Board Subscribers
Adds subscribers to a board by their IDs and the board ID.
Action
Create a Board
Creates a new board.
Action
Create a Communication
Creates a Communication
Action
Create a Contact or Update a Contact
Creates and updates contacts
Action
Create a Group
Creates a new group in a specific board.
Action
Create a Notification
Creates a new notification.
Action
Load more

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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.