1.Detect booked install column changes
Integrate monday.com and workflow triggers to catch booked install changes on a configured board to begin contact capture.
Add booked installs to audience and notify customers
Automatically monitor booked install column changes across monday.com and marketing apps. Create extracted email and E.164 phone contacts, add them to Mailchimp, and send scheduled-install SMS details—so you can avoid manual list building, missed follow-up, and scheduling errors.
How this automation adds installs to your SMS audience
When booked installs change in monday.com, delays can cause customers to miss key details. This automation extracts contact data, adds subscribers and tags in Mailchimp, and triggers SMS outreach—so you can keep schedules accurate.
monday.comor swap with your favorite app
2.Extract customer email
Integrate Formatter by Zapier and data transforms to extract customer email from the board to prepare email matching.
Formatter von Zapieror swap with your favorite app
3.Extract and format phone
Integrate Formatter by Zapier and phone formatting to extract the customer phone and format to E.164 to enable SMS delivery.
4.Filter qualifying booked records
Integrate Filter by Zapier and record validation to continue only when name and scheduled date exist and status equals booked to reduce errors.
Filter von Zapieror swap with your favorite app
5.Add or update subscriber
Integrate Mailchimp and audience lists to add or update subscribers with merge date and scheduled-install tags to reach the right contacts.
Mailchimp (Englisch)or swap with your favorite app
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