Automate monday.com with Meets
Unlock the superpowers of monday.com + Meets and automate your tasks without having to write a single line of code.
monday.com and Meets
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Check out the available triggers and actions in the automation of apps monday.com + Meets
New item
For each created element on monday.comTrigger
Element ID
Element name
Creation date
Update date
Frame ID
Frame name
ID to group
Group's name
Group color
Opportunity reaches stage in the sales pipeline
When an opportunity reaches a certain funnel stage on MeetsTrigger
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Element status modified
When the status of an element is modified on monday.comTrigger
Element ID
Element name
Creation date
Update date
Frame ID
Frame name
ID to group
Group's name
Group color
Lost opportunity
For each lost opportunity on MeetsTrigger
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Won opportunity
For each conquered opportunity on MeetsTrigger
Opportunity ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Created opportunity
For each created opportunity on MeetsTrigger
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
RESPONSIBLE USER
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Create element
create an item on monday.comAction
Element name Required
Add or update opportunity
register an opportunity on MeetsAction
Opportunity Title Required
Opportunity Tag/Status
Responsible Required
Amount
Products/Services
Name/Corporate Name
Kind of person Required
CPF
CNPJ
Cell phone
Telephone
Occupation area
Origin
City
State
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Automate monday.com and Meets
with Pluga integrationsExplore automation templates
For each lost opportunity on Meets, create an item on monday.com
EXPLOREFor each conquered opportunity on Meets, create an item on monday.com
EXPLOREMiss an automation with this apps?
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Automate monday.com + Meets
and say goodbye to manual (and tedious) tasks!
By connecting the apps you use through Pluga, you can automate various processes in your routine and have time for tasks that really matter. monday.com
Projectmonday.com is a project management and team work platform that allows creating custom workflows, managing tasks, tracking progress, and collaborating with teams.
Integrations with monday.com Visit monday.comMeets
CRMMeets is a CRM platform designed to simplify and streamline contact management. The app allows you to visualize your entire sales process, tracking the right activities to be performed.
Integrations with Meets Visit Meets