Connect monday.com and LionDesk to Build Intelligent Automations
Choose a Trigger
When this happens...
New User
New Board
Choose an Action
Automatically do this!
Create Contact
Start Campaign
Update Hotness
Find a Contact
List Campaigns
List Contacts
List Custom Fields
List Sources
List Hotnesses
List Events
List Lead Routes
List Lead Sources
List Static Lists
List Tags
List Teams
List Team Members
List Templates
List Template Folders
List User
Ready to use monday.com and LionDesk automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggers when new user joins.
New Board
Triggers when a new board is created/updated
New Contact
Triggers when a new contact is created in Liondesk.
Do thisActions
Action is the task that follows automatically within your monday.com integrations.
Get Board Values
Returns the details of all column in a specific Board.
Create a Board
Creates a new board.
Archive Board
Archives a board with its ID.
Get Column Values
Returns the data for a specific column in a board .
Create a Column
Creates a new column in a board.
Create a Group
Creates a new group in a board.
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Frequently Asked Questions
To start, connect both your monday.com and LionDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in monday.com triggers actions in LionDesk (or vice versa).
Absolutely. You can customize how monday.com data is recorded in LionDesk. This includes choosing which data fields go into which fields of LionDesk, setting up custom formats, and filtering out unwanted information.
The data sync between monday.com and LionDesk typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between monday.com and LionDesk. 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.
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.
Learn MoreAbout LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
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