Starter
A form
Create an item in monday.com when a form is submitted
When a form is submitted, create an item in monday.com.
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
- 1
- Starts
- A form is submitted, 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.
- A form is submitted
- Someone sends one of the client’s forms.
- Create an item
- An item on a board, named. Columns are set on the board’s defaults.
- Starts whenA form is sent
- 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.
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:
- Pick the client’s form that starts it
- Connect the client’s monday.com, for “Create an item”
- Fill in monday.com: Board ID (For example the number in the board’s URL)
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