Apptivo monday.com Integration using AI Agents
Appy Pie Automate allows you to Integrate Apptivo with monday.com using AI Agents
- No credit card required
- 7 days free trial
- Lightning Fast Setup
Simplify Apptivo monday.com Integration with seamless setup
Easily set up Apptivo monday.com Integration without coding. Start automating your workflows and Integrate Apptivo with monday.com today.
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New Case
Trigger when new case created.
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New Contact
Trigger when new contact created.
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New Contract
Trigger when new contract created.
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New Customer
Trigger when new customer created.
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New Employee
Trigger when new employee created.
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New Lead
Trigger when new lead created.
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New Opportunity
Trigger when new opportunity created.
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Updated Contact
Trigger when any contact update.
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Column Value Changed in Board
Triggers when a column value change in a specified Column.
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New Board
Triggers when a new board is created.
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New Item in Board
Triggers when a new item is created in board.
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New Update in Board
Triggers when a new update is posted on a board.
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New User
Triggers when a new user is created.
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Specific Column Value Changed in Board
Triggers when a specific column value changes in board.
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Specific Column Value Changed in Board with row data
Triggers when a specific column value changes in board and return row data also.
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Add Employee
Add new employee.
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Create Case
Create a new case.
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Create Contact
Creates a new contact.
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Create Customer
Creates a new customer.
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Create Lead
Creates a new lead.
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Create Opportunity
Creates a new Opportunity.
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Archive Board
Archives a board.
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Archive Item
Archive an item.
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Change Multiple Columns Value
Change multiple columns value of an item and create.
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Create Board
Creates a board.
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Create Column
Create a new column in board.
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Create Group
Create a new group in board.
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Create Item
Create a new item in board.
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Create Update
Create a new update.
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Delete Group
Delete a specific group from a board.
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Delete Item
Delete an item from the board.
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Upload File to Specific Column
Upload File to Specific Column
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New Case
Trigger when new case created.
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New Contact
Trigger when new contact created.
-
New Contract
Trigger when new contract created.
-
New Customer
Trigger when new customer created.
-
New Employee
Trigger when new employee created.
-
New Lead
Trigger when new lead created.
-
New Opportunity
Trigger when new opportunity created.
-
Updated Contact
Trigger when any contact update.
-
Column Value Changed in Board
Triggers when a column value change in a specified Column.
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New Board
Triggers when a new board is created.
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New Item in Board
Triggers when a new item is created in board.
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New Update in Board
Triggers when a new update is posted on a board.
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New User
Triggers when a new user is created.
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Specific Column Value Changed in Board
Triggers when a specific column value changes in board.
-
Specific Column Value Changed in Board with row data
Triggers when a specific column value changes in board and return row data also.
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Add Employee
Add new employee.
-
Create Case
Create a new case.
-
Create Contact
Creates a new contact.
-
Create Customer
Creates a new customer.
-
Create Lead
Creates a new lead.
-
Create Opportunity
Creates a new Opportunity.
-
Archive Board
Archives a board.
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Archive Item
Archive an item.
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Change Multiple Columns Value
Change multiple columns value of an item and create.
-
Create Board
Creates a board.
-
Create Column
Create a new column in board.
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Create Group
Create a new group in board.
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Create Item
Create a new item in board.
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Create Update
Create a new update.
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Delete Group
Delete a specific group from a board.
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Delete Item
Delete an item from the board.
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Upload File to Specific Column
Upload File to Specific Column
How Apptivo and monday.com Integrations Work
Follow the steps below to start setting up your Apptivo integrations using Appy Pie Automate: using Appy Pie Automate:
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Step 1: Select Trigger
Choose Apptivo as the trigger app, select event, authenticate & successfully Test
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Step 2: Select Action
After completing the trigger test, select monday.com as the action app from the list.
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Step 3: Authenticate
Connect your monday.com account & authenticate it.
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Step 4: Setup & Test
Select the data you want to send from Apptivo to monday.com & your AI Agent is ready!
Popular Templates for Apptivo and monday.com Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Archive Board in monday when New Case is created in apptivo
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When this happens:
New Case
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Then do this:
Archive Board
Archive Item in monday when New Case is created in apptivo
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When this happens:
New Case
-
Then do this:
Archive Item
Change Multiple Columns Value in monday when New Case is created in apptivo
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When this happens:
New Case
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Then do this:
Change Multiple Columns Value
Create Board to monday from New Case in apptivo
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When this happens:
New Case
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Then do this:
Create Board
Create Column to monday from New Case in apptivo
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When this happens:
New Case
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Then do this:
Create Column
Create Group to monday from New Case in apptivo
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When this happens:
New Case
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Then do this:
Create Group
Create Item to monday from New Case in apptivo
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When this happens:
New Case
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Then do this:
Create Item
Create Update to monday from New Case in apptivo
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When this happens:
New Case
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Then do this:
Create Update
Delete Group in monday when New Case is created in apptivo
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When this happens:
New Case
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Then do this:
Delete Group
Delete Item in monday when New Case is created in apptivo
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When this happens:
New Case
-
Then do this:
Delete Item
Upload File to Specific Column in monday when New Case is created in apptivo
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When this happens:
New Case
-
Then do this:
Upload File to Specific Column
Archive Board in monday when New Contact is created in apptivo
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When this happens:
New Contact
-
Then do this:
Archive Board
Archive Item in monday when New Contact is created in apptivo
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When this happens:
New Contact
-
Then do this:
Archive Item
Change Multiple Columns Value in monday when New Contact is created in apptivo
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When this happens:
New Contact
-
Then do this:
Change Multiple Columns Value
Create Board to monday from New Contact in apptivo
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When this happens:
New Contact
-
Then do this:
Create Board
Create Column to monday from New Contact in apptivo
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When this happens:
New Contact
-
Then do this:
Create Column
Create Group to monday from New Contact in apptivo
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When this happens:
New Contact
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Then do this:
Create Group
Create Item to monday from New Contact in apptivo
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When this happens:
New Contact
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Then do this:
Create Item
Create Update to monday from New Contact in apptivo
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When this happens:
New Contact
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Then do this:
Create Update
Delete Group in monday when New Contact is created in apptivo
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When this happens:
New Contact
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Then do this:
Delete Group
Delete Item in monday when New Contact is created in apptivo
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When this happens:
New Contact
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Then do this:
Delete Item
Upload File to Specific Column in monday when New Contact is created in apptivo
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When this happens:
New Contact
-
Then do this:
Upload File to Specific Column
Archive Board in monday when New Contract is created in apptivo
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When this happens:
New Contract
-
Then do this:
Archive Board
Archive Item in monday when New Contract is created in apptivo
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When this happens:
New Contract
-
Then do this:
Archive Item
Change Multiple Columns Value in monday when New Contract is created in apptivo
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When this happens:
New Contract
-
Then do this:
Change Multiple Columns Value
Create Board to monday from New Contract in apptivo
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When this happens:
New Contract
-
Then do this:
Create Board
Create Column to monday from New Contract in apptivo
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When this happens:
New Contract
-
Then do this:
Create Column
Create Group to monday from New Contract in apptivo
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When this happens:
New Contract
-
Then do this:
Create Group
Create Item to monday from New Contract in apptivo
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When this happens:
New Contract
-
Then do this:
Create Item
Create Update to monday from New Contract in apptivo
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When this happens:
New Contract
-
Then do this:
Create Update
Delete Group in monday when New Contract is created in apptivo
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When this happens:
New Contract
-
Then do this:
Delete Group
Delete Item in monday when New Contract is created in apptivo
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When this happens:
New Contract
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Then do this:
Delete Item
Upload File to Specific Column in monday when New Contract is created in apptivo
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When this happens:
New Contract
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Then do this:
Upload File to Specific Column
Archive Board in monday when New Customer is created in apptivo
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When this happens:
New Customer
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Then do this:
Archive Board
Archive Item in monday when New Customer is created in apptivo
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When this happens:
New Customer
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Then do this:
Archive Item
Change Multiple Columns Value in monday when New Customer is created in apptivo
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When this happens:
New Customer
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Then do this:
Change Multiple Columns Value
Create Board to monday from New Customer in apptivo
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When this happens:
New Customer
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Then do this:
Create Board
Create Column to monday from New Customer in apptivo
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When this happens:
New Customer
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Then do this:
Create Column
Create Group to monday from New Customer in apptivo
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When this happens:
New Customer
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Then do this:
Create Group
Create Item to monday from New Customer in apptivo
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When this happens:
New Customer
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Then do this:
Create Item
Create Update to monday from New Customer in apptivo
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When this happens:
New Customer
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Then do this:
Create Update
Delete Group in monday when New Customer is created in apptivo
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When this happens:
New Customer
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Then do this:
Delete Group
Delete Item in monday when New Customer is created in apptivo
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When this happens:
New Customer
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Then do this:
Delete Item
Upload File to Specific Column in monday when New Customer is created in apptivo
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When this happens:
New Customer
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Then do this:
Upload File to Specific Column
Archive Board in monday when New Employee is created in apptivo
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When this happens:
New Employee
-
Then do this:
Archive Board
Archive Item in monday when New Employee is created in apptivo
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When this happens:
New Employee
-
Then do this:
Archive Item
Change Multiple Columns Value in monday when New Employee is created in apptivo
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When this happens:
New Employee
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Then do this:
Change Multiple Columns Value
Create Board to monday from New Employee in apptivo
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When this happens:
New Employee
-
Then do this:
Create Board
Create Column to monday from New Employee in apptivo
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When this happens:
New Employee
-
Then do this:
Create Column
Create Group to monday from New Employee in apptivo
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When this happens:
New Employee
-
Then do this:
Create Group
Create Item to monday from New Employee in apptivo
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When this happens:
New Employee
-
Then do this:
Create Item
Create Update to monday from New Employee in apptivo
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When this happens:
New Employee
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Then do this:
Create Update
Delete Group in monday when New Employee is created in apptivo
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When this happens:
New Employee
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Then do this:
Delete Group
Delete Item in monday when New Employee is created in apptivo
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When this happens:
New Employee
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Then do this:
Delete Item
Upload File to Specific Column in monday when New Employee is created in apptivo
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When this happens:
New Employee
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Then do this:
Upload File to Specific Column
Archive Board in monday when New Lead is created in apptivo
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When this happens:
New Lead
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Then do this:
Archive Board
Archive Item in monday when New Lead is created in apptivo
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When this happens:
New Lead
-
Then do this:
Archive Item
Change Multiple Columns Value in monday when New Lead is created in apptivo
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When this happens:
New Lead
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Then do this:
Change Multiple Columns Value
Create Board to monday from New Lead in apptivo
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When this happens:
New Lead
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Then do this:
Create Board
Create Column to monday from New Lead in apptivo
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When this happens:
New Lead
-
Then do this:
Create Column
Create Group to monday from New Lead in apptivo
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When this happens:
New Lead
-
Then do this:
Create Group
Create Item to monday from New Lead in apptivo
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When this happens:
New Lead
-
Then do this:
Create Item
Create Update to monday from New Lead in apptivo
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When this happens:
New Lead
-
Then do this:
Create Update
Delete Group in monday when New Lead is created in apptivo
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When this happens:
New Lead
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Then do this:
Delete Group
Delete Item in monday when New Lead is created in apptivo
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When this happens:
New Lead
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Then do this:
Delete Item
Upload File to Specific Column in monday when New Lead is created in apptivo
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When this happens:
New Lead
-
Then do this:
Upload File to Specific Column
Archive Board in monday when New Opportunity is created in apptivo
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When this happens:
New Opportunity
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Then do this:
Archive Board
Archive Item in monday when New Opportunity is created in apptivo
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When this happens:
New Opportunity
-
Then do this:
Archive Item
Change Multiple Columns Value in monday when New Opportunity is created in apptivo
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When this happens:
New Opportunity
-
Then do this:
Change Multiple Columns Value
Create Board to monday from New Opportunity in apptivo
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When this happens:
New Opportunity
-
Then do this:
Create Board
Create Column to monday from New Opportunity in apptivo
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When this happens:
New Opportunity
-
Then do this:
Create Column
Create Group to monday from New Opportunity in apptivo
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When this happens:
New Opportunity
-
Then do this:
Create Group
Create Item to monday from New Opportunity in apptivo
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When this happens:
New Opportunity
-
Then do this:
Create Item
Create Update to monday from New Opportunity in apptivo
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When this happens:
New Opportunity
-
Then do this:
Create Update
Delete Group in monday when New Opportunity is created in apptivo
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When this happens:
New Opportunity
-
Then do this:
Delete Group
Delete Item in monday when New Opportunity is created in apptivo
-
When this happens:
New Opportunity
-
Then do this:
Delete Item
Upload File to Specific Column in monday when New Opportunity is created in apptivo
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When this happens:
New Opportunity
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Then do this:
Upload File to Specific Column
Archive Board in monday when Update Contact is added to apptivo
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When this happens:
Update Contact
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Then do this:
Archive Board
Archive Item in monday when Update Contact is added to apptivo
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When this happens:
Update Contact
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Then do this:
Archive Item
Change Multiple Columns Value in monday when Update Contact is added to apptivo
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When this happens:
Update Contact
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Then do this:
Change Multiple Columns Value
Create Board from monday from Update Contact to apptivo
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When this happens:
Update Contact
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Then do this:
Create Board
Create Column from monday from Update Contact to apptivo
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When this happens:
Update Contact
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Then do this:
Create Column
Create Group from monday from Update Contact to apptivo
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When this happens:
Update Contact
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Then do this:
Create Group
Create Item from monday from Update Contact to apptivo
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When this happens:
Update Contact
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Then do this:
Create Item
Create Update from monday from Update Contact to apptivo
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When this happens:
Update Contact
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Then do this:
Create Update
Delete Group in monday when Update Contact is added to apptivo
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When this happens:
Update Contact
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Then do this:
Delete Group
Delete Item in monday when Update Contact is added to apptivo
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When this happens:
Update Contact
-
Then do this:
Delete Item
Upload File to Specific Column in monday when Update Contact is added to apptivo
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When this happens:
Update Contact
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Then do this:
Upload File to Specific Column
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.
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Monday.com legally Monday.com Ltd., is a Cloud-based platform that allows companies to create their own applications and work management software.
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The integration between Apptivo and monday.com is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Apptivo and monday.com. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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While assessing the security of integrating Apptivo with monday.com, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Apptivo-monday.com integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Apptivo and monday.com integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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