Integrating Microsoft Dynamics CRM with monday.com by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Microsoft Dynamics CRM and monday.com
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Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.
About monday.com
Monday.com legally Monday.com Ltd., is a Cloud-based platform that allows companies to create their own applications and work management software.
Integrations for monday.comIt's easy to connect Microsoft Dynamics CRM + monday.com without coding knowledge. Start creating your own business flow.
- Triggers
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New AccountTriggers when a new account is created.
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New Case
Triggers when a new case is created.
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New Contact
Triggers when a new contact is created.
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New Invoice
Triggers when a new invoice is created.
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New Lead
Triggers when a new lead is created.
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New Task
Triggers when a new task is created.
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Updated Lead
Triggers when a lead is updated.
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Column Value Changed in BoardTriggers 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.
- Actions
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Create Account
Creates a new account.
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Create Case
Creates a new case.
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Create Contact
Creates a new contact.
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Create Lead
Creates a new lead.
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Create Note
Create Note
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Create Opportunity
Creates a new Opportunity.
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Update Case
Updates an existing case.
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Update Task
Updates an existing task
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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
How Microsoft Dynamics CRM & monday.com Integrations Work
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Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick monday.com as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Microsoft Dynamics CRM to monday.com.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.