Connect Raynet CRM and monday.com to Build Intelligent Automations
Choose a Trigger
When this happens...
Trigger Record
Choose an Action
Automatically do this!
Create Board
Archive Board
Get Column Values
Create Column
Create Group
Delete Item
Get Group Details
Update Board
Archive Group
Archive Item
Create Subitem
Create Update
Duplicate Group
Update Group
Delete Column
List All Board
Ready to use Raynet CRM and monday.com automations
Explore more automations built by businesses and experts
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger Record
Triggers when a record is updated , created or deleted
New User
Triggers when new user joins.
New Board
Triggers when a new board is created/updated
Do thisActions
Action is the task that follows automatically within your Raynet CRM integrations.
Modifying Call
Modifying call data
Modifying Event
Modifying event data
Modifying Letter
Modifying letter data
Modifying Task
Modifying task data
Modifying Deal
Modifying deal data
Modifying Price List
Modifying price list data
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Frequently Asked Questions
To start, connect both your Raynet CRM and monday.com accounts to viaSocket. Once connected, you can set up a workflow where an event in Raynet CRM triggers actions in monday.com (or vice versa).
Absolutely. You can customize how Raynet CRM data is recorded in monday.com. This includes choosing which data fields go into which fields of monday.com, setting up custom formats, and filtering out unwanted information.
The data sync between Raynet CRM and monday.com 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 Raynet CRM and monday.com. 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 Raynet CRM
Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.
Learn MoreAbout 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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