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CDP & CRM CareCloud
monday.com

Connect CDP & CRM CareCloud and monday.com

Explore ready-made CDP & CRM CareCloud and monday.com templates and start automating in minutes.

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Create a custom workflow

Integrate CDP & CRM CareCloud 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
CDP & CRM CareCloud
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

  • Adds a new campaign to CRM CareCloud.

  • Adds a new customer account in CRM CareCloud.

  • Adds a new event to CRM CareCloud.

  • Adds a new specific customer property record to a customer account.

  • Sends the final closed bill to CareCloud.

  • Deletes a specific customer property record on a customer account.

  • Gets information about all details of a specific campaign.

  • Gets information about a specific customer account.

  • Gets information about a specific product group.

  • Gets information about a specific product.

  • Gets information about points overview of the customer in time interval.

  • Shows credit, point and voucher summary of purchase.

  • Performs an arbitrary authorized API call.

  • Updates the information on a specific customer account.

  • Updates a specific customer property record on a customer account.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between CDP & CRM CareCloud 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 Campaign
Adds a new campaign to CRM CareCloud.
Action
Create a Group
Creates a new group in a specific board.
Action
Create a New Customer
Adds a new customer account in CRM CareCloud.
Action
Create a New Event
Adds a new event to CRM CareCloud.
Action
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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.