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Create an item in monday.com when an opportunity changes status in Close

When an opportunity changes status in Close, create an item in monday.com.

Use this templateBrowse the library

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Steps
1
Client fills in
1
Accounts
2
Starts
An opportunity changes status in Close, within seconds

UsesBeta

Every step, in order

When it happens in the first app, the step runs in the second, with the client’s own account.

An opportunity changes status
An opportunity moves to another status (won, lost, or one of yours), within seconds.
Create an item
An item on a board, named. Columns are set on the board’s defaults.
  1. Starts whenAn opportunity changes status
  2. App stepNamed after the lead

What each client fills in

monday.com: Board ID
For example the number in the board’s URL

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

  • Close

    In the client’s Close: Settings → Developer → API Keys → Create API Key.

  • In the client’s monday.com: avatar → Developers → My access tokens → Show → copy.

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Connect the client’s Close, for “An opportunity changes status”
  2. Connect the client’s monday.com, for “Create an item”
  3. Fill in monday.com: Board ID (For example the number in the board’s URL)

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