Once you have set-up your Zapier integration getting your Circa Workspace connected with Monday is a snap.
Some popular trigger & action combinations are:
- Creating a New Event in Circa > Creates a new project management board in Monday
- When a new Event Request Form is submitted in Circa > Added to a Request/Approval Board in Monday
- Adding a specific team to an Event in Circa > Add the event to the team board in Monday
Once you select your combo, click 'Make a Zap!" and you'll be asked a few more details about your specific trigger and action, such as what board in Monday you want to send send data to and specific fields from Circa you want to include.
Monday.com has a comprehensive list of templates that you can browse to give you some ideas about how you can automate your collaboration and communication across teams. A few areas of interest you may want to consider are Project Management:
And Sales & CRM templates:
Once you have chosen your trigger and action you will be given the option to test your Zap. At any time you can go back in and select more data or delete unnecessary fields to fine-tune the connection.
Save your Zap and turn it on. Voilà!