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Customize your Iress XPLAN and Monday integration with the following
triggers and actions.
Triggers
When this happens…
Monday
- New moved item to groupNew Moved item to a group in Monday.com
- New itemNew Item in Monday.com
- Updated any column valueUpdated Any column value in Monday.com
- Updated specific column valueUpdated Column value in Monday.com
Any other trigger you can think up
Actions
Do this…
Iress XPLAN
- Custom actionCustom action in XPLAN (Custom)
- Create recordCreate record in XPLAN
- Delete recordDelete record in XPLAN
- Get record details by IDGet record details by ID in XPLAN
- List recordsList records in XPLAN
- Search recordsSearch records in XPLAN
- Update recordUpdate record in XPLAN
Any other action you can think up
Monday
- Archive recordArchive record in Monday.com
- Clear column valueClear column value in Monday.com
- Create recordCreate record in Monday.com
- Custom actionRun GraphQL query in Monday.com
- Delete recordDelete record by ID in Monday.com
- Get recordGet record in Monday.com
- Move recordMove record in Monday.com
- Search recordsSearch records in Monday.com
- Update recordUpdate record by ID in Monday.com
- Upload fileUpload file in Monday.com
Any other action you can think up
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