Connect monday.com and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
New User Joins
Item Column Value Changes
Board Created Or Updated
New Item Created
Subitem Is Updated
New Subitem Created
New Item Added to Board
Item Moves to a Group
New Subitem Created
Choose an Action
Automatically do this!
Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User Joins
Runs when a new user joins
Item Column Value Changes
Runs when a column value on a board is updated.
Board Created Or Updated
Runs when a board is created or updated
New Item Created
Runs when a new item is created on a board.
Subitem Is Updated
Runs when a subitem is updated on a board.
New Subitem Created
Runs when a new subitem is created on a board.
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
Archives a board to remove it from active boards while preserving its data.
Get Column Values
Retrieve column values for a specific item or a single column by its ID.
Create Column
Creates a new column on a board with the selected type and title.
Create Group
Creates a new group on a specified monday.com board using the provided name.
Delete Item
Deletes an item from a monday.com board.
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Frequently Asked Questions
To start, connect both your monday.com and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in monday.com triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how monday.com data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.
The data sync between monday.com and Salesmate 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 Salesmate. 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 Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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