Connect monday.com and Sage Sales Management to Build Intelligent Automations
Choose a Trigger
When this happens...
New User
New Board
Choose an Action
Automatically do this!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
Ready to use monday.com and Sage Sales Management automations
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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 Activity
Triggers when a new activity is created.
New Account
Triggers when a new account is created.
New Calendar Item
Triggers when a new calendar item is created.
New Contact
Triggers when a new contact is created.
Do thisActions
Action is the task that follows automatically within your monday.com integrations.
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 a board to remove it from active boards while preserving its data.
Get Column Values
Retrieve column values for a specific item on a board. Optionally return a single column by its ID.
Create Column
Add a new column to a board with the selected type and title.
Create Group
Create a new group on a specified monday.com board using the provided group name.
Delete Item
Delete an item from a monday.com board.
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Frequently Asked Questions
To start, connect both your monday.com and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in monday.com triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how monday.com data is recorded in Sage Sales Management. This includes choosing which data fields go into which fields of Sage Sales Management, setting up custom formats, and filtering out unwanted information.
The data sync between monday.com and Sage Sales Management 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 Sage Sales Management. 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 Sage Sales Management
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
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