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Create an item in monday.com when a conversation is closed (archived) in Front

When a conversation is closed (archived) in Front, 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
A conversation is closed (archived) in Front, within 5 minutes

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 conversation is closed (archived)
A conversation archived, checked every 5 minutes.
Create an item
An item on a board, named. Columns are set on the board’s defaults.
  1. Starts whenA conversation is closed (archived)
  2. App stepNamed after the conversation’s subject

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.

  • Front

    In the client’s Front: Settings → Developers → API tokens → Create API token with the Shared resources namespace and the Read and Write permissions (Write for the contact step, Read for the triggers, which list events).

  • 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 Front, for “A conversation is closed (archived)”
  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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