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We believe in keeping you in the loop with all the latest happenings in our courses and system. On this page, you'll find a comprehensive log of all the exciting changes, improvements, and additions we make to our courses and system. Whether it's a new feature, a course enhancement, or a system update, we've got you covered. Bookmark this page and check back regularly. We're committed to ensuring that your learning experience remains exceptional and that you have all the information you need to succeed.

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New Features

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New Updates

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Resources & Tools

Important Updates

Here are some of the most recent updates we thought would be helpful to take note of

Monday.com Actions

New Feature: Monday.com Actions

February 25, 20261 min read

Monday allows you to manage projects and ensure deadlines are met, so if you are used to this software and would like to connect it with your CRM for seamless sync of items, statuses, and updates, this update is for you. Let’s check how to use it!

⭐️How to Use Monday.com Actions?

  1. Head to the integrations tab inside your account settings and click connect under Monday.com

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  2. In your Monday account, click your profile picture and select Developers to get your API key.

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  3. Enter your API key in the CRM and click Save.

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  4. Head to your workflow and add an action; you can find Monday.com actions in the apps section.

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⭐️Why Is This Feature Beneficial To Your Company?

  • Direct Connection: This update allows you to integrate your already existing work with the system. Easily eliminating reliance on Zapier, Make, or custom webhooks.

  • Improved Communication: Trigger emails, Slack notifications, or notes when a Monday item’s status changes, making customer care efficient.

  • Integrated Action Testing: The test action feature will allow you to verify the action before execution, letting you save the schema and use it in subsequent actions as custom values.

This will help you manage big projects and maintain cross-system references and visibility with your workflows, without having to migrate your team’s work to run communication and automation flows. We hope you enjoy it!

New FeatureWorkflowsAutomationsActionsMonday.comNew Update
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Automation Assistant

Hey there, it's great to introduce you to our Automation Assistant – your new ally in navigating our amazing software. This digital buddy is the result of a lot of hard work from our team and a sprinkle of AI magic. But what's it all about? Well, think of it as your personal guide to becoming a software pro. It's here to keep you in the loop with updates, show you the ropes with helpful videos, and share insights that will make you a software whiz. We understand that mastering software can sometimes be a challenge, but with the Automation Assistant by your side, you've got a friend who's always ready to lend a hand and ensure your success in the software world. So, welcome your new companion, and let's conquer this software adventure together!

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