Hello! I was using a google form to do this, but now that I’m on Monday I want to use the features in Monday. When I fill out the form, I would like it to do a few things.
Create a list from a template. (i was able to do this from the google forms, but again, I want to do it from Monday)
Create a calendar item in Outlook
Create a contact in Google.
Send an email from a template that fills in the clients names and important dates.
Is there a way to do this? Thanks for your time!
Because form submissions are returned in the form of items in the platform, I definitely think we can achieve most of this. For some background, every time a form is submitted it will appear as an item in your board, with each column making up the form questions.
- In terms of creating a list from a template, would you like to create this list through the subitems based upon the item creation (/form submission)? If so you could create the following automation:
“When item created, create subitem and create subitem, etc…” - let me know if I’ve understood this correctly.
- If you’d like to create an calendar item in Outlook you can use our Outlook integration, specifically this recipe:
As for creating a contact in Google, I am afraid we do not natively support this functionality so you would need to look into third party tools - perhaps our external integration with Zapier might be helpful for you. Check out this article for more information: How to create an integration using Zapier
In terms of sending an email from a template, have you looked into our Gmail or Outlook integrations?
You can customise the email with the relevant item data (i.e. client name, dates, etc).
Alternatively, we have our Emails + Activities App that allows you to create email templates and track all client correspondence: Emails & Activities on monday.com
I hope this information helps - let me know