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.

noCRM.io
Trigger: Watch Lead (Manual Trigger)
monday.com
Action: Select an action
1. Select a trigger
  • Triggers when someone clicks on the lead Actions menu for a manual fire. This trigger only works for Expert edition.

  • Triggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition.

  • Triggers when the content(description) of a lead is updated. This trigger only works for Expert edition.

  • Triggers when a new lead is created.

  • Triggers when a lead is deleted. This trigger only works for Expert edition.

  • Triggers when a specific status of the lead is changed.

  • Triggers when a step of a lead is changed. This trigger only works for Expert edition.

  • Triggers when a prospect is created in a prospect list. This trigger only works for Expert edition.

  • Triggers when a specific status of the task is changed. This trigger only works for Expert edition.

  • Triggers when a lead is created unassigned. This trigger only works for Expert edition.

2. Select an action
  • Adds a new column to a specific board.

  • Adds a file to a file column value.

  • Adds a file to an existing update.

  • Adds subscribers to a board by their IDs and the board ID.

  • Creates a new board.

  • Creates a new group in a specific board.

  • Creates a new notification.

  • Creates subitem of an item.

  • Creates an item by the board ID.

  • Creates an item.

  • Creates a new update.

  • The tags mutation allows you to create new tags or receive their data if they already exist.

  • Deletes or archives an item.

  • Downloads a file by the asset ID.

  • Duplicates a board.

  • Duplicates a group.

  • Duplicates an item.

  • Performs an arbitrary authorized GraphQL query.

  • Returns a board.

  • Returns a group.

  • Returns a team.

  • Returns a user.

  • Returns an item.

  • Gets a column value of an item.

  • Moves an item between groups in the same board.

  • Removes subscribers from a board by their IDs and the board ID.

  • Updates multiple columns values of a specific item.

Select a trigger and an action

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