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
Pennylane V2
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
  • Create a Company Customer.

  • Create a Customer Invoice.

  • Create a Product.

  • Create a Quote.

  • Create an Individual Customer.

  • Get the User Info.

  • Performs an arbitrary authorized API call.

  • Retrieves a Billing Subscription.

  • Retrieves a Category.

  • Retrieves a Customer.

  • Retrieves a Customer Invoice.

  • Retrieves a Product.

  • Retrieves a Quote.

  • Updates a Company Customer.

  • Updates a Product.

  • Update a Quote.

  • Updates an Individual Customer.

Select a trigger and an action

Create workflow (opens in a new tab)