Front and Monday: New-Client Inquiry to Onboarding Task Template
A new conversation in Front becomes a summarized, tagged onboarding task in Monday.com, so account managers triage incoming client work from one board.
What It Builds
A Webhook trigger fires when Front opens a new conversation. A Connector node in Agent mode reads the message and produces a short summary plus a suggested service category, and a second Connector node creates a Monday.com item on your onboarding board, populated with the client name, the summary, and the category tag. Spojit wires the connectors together so the inquiry lands as a ready-to-triage task.
The Prompt
Paste this into Miraxa and it builds the workflow, connecting the tools for you:
Build a workflow that triggers on a webhook when a new Front conversation is created. Summarize the customer's request and suggest a service category, then create a Monday.com item on my "Client Onboarding" board with the client's name, the summary, and the category as a tag.Connectors Used
- Front - the Webhook trigger that starts a run on each new conversation.
- Monday.com - creates the onboarding item with the summary and category tag.
Customize It
Change the board name to match your workspace, swap the category list for your own service lines, or add fields like priority and owner. You can also have the Agent-mode Connector node draft a first-touch reply alongside the summary, all without a second prompt.
Tips
- Give the Monday.com connection write access to the target board so item creation succeeds.
- Use a Response Schema on the Agent-mode node to get the summary and category as clean fields for the Monday.com item.
- Keep the Front webhook scoped to one inbox if only certain teams handle onboarding.