Connect monday.com and Close to Build Intelligent Automations

Choose a Trigger

monday.com

When this happens...

Choose an Action

Close

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New User

New User

Triggers when new user joins.

New Board

New Board

Triggers when a new board is created/updated

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Do thisActions

Action is the task that follows automatically within your monday.com integrations.

Create Board

Create Board

Create a new monday.com board with the specified name and type; optionally assign it to a workspace or use a template. Returns the new board's ID.

Archive Board

Archive Board

Archive a board to remove it from active boards while preserving its data.

Get Column Values

Get Column Values

Retrieve column values for a specific item on a board. Optionally return a single column by its ID.

Create Column

Create Column

Add a new column to a board with the selected type and title.

Create Group

Create Group

Create a new group on a specified monday.com board using the provided group name.

Delete Item

Delete Item

Delete an item from a monday.com board.

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Frequently Asked Questions

How do I start an integration between monday.com and Close?

To start, connect both your monday.com and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in monday.com triggers actions in Close (or vice versa).

Can we customize how data from monday.com is recorded in Close?

Absolutely. You can customize how monday.com data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.

How often does the data sync between monday.com and Close?

The data sync between monday.com and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from monday.com to Close?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between monday.com and Close?

Yes, you can set conditional logic to control the flow of data between monday.com and Close. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

monday.com

About monday.com

monday.com is a work operating system that powers teams to run projects and workflows with confidence. It's a simple but intuitive tool that enables people to manage work, meet deadlines, and build a culture of transparency.

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Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

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