Monty Zapier integrationAutomate Monty with Zapier.
The Monty Zapier integration gives you 1 trigger, 2 actions and 0 searches. A new deal in your Monty sales CRM can start an automation, and other apps can add deals to Monty or mark one as won, without anyone retyping the details.
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What the Monty Zapier integration does for your pipeline
Monty is a sales CRM built to help a team close deals. The Monty Zapier integration lets it talk to the other apps you use: Zapier spots each new deal, and it can also create deals or mark them as won when something happens elsewhere. Three operations in all, enough for the two ends of a pipeline.
Deals that create themselves from your forms. A new submission in your form tool, followed by Add Deal, puts the lead into Monty as a deal, so nobody copies the details from one screen to another.
An alert in team chat for every new deal. New Deal starts the Zap and a chat message tells the team a new deal entered the pipeline.
A deal closed in Monty when the deal closes elsewhere. Mark Deal as Won updates the deal state from another app, as long as that app's step carries the Monty deal ID.
What Zapier does not do for Monty: there is no search step, so a Zap cannot look up a deal by name or by contact before acting on it. There is no trigger for won deals or edited deals either, only for new ones. And New Deal is checked on a timer, not reported instantly. Each scenario above is two steps, with no filter in between, and runs on the free plan. Before you settle on one tool, see our Make vs Zapier guide.
Zapier words in one minute
Seven terms you will see in the editor. For a wider opinion of the tool, see our Zapier review.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run every time the trigger event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is on, Zapier waits for it. Monty has one: New Deal.
- Action
- What the Zap does once it has started: the step that writes, sends or moves something for you, like adding a deal.
- Task
- The unit Zapier bills: one action your Zap completes successfully. The count on your plan is a count of those.
- Polling vs instant trigger
- A polling trigger is checked by Zapier at a fixed interval. An instant trigger is reported by the app the moment it happens.
- Filter
- A step that lets the Zap go on only when what arrived meets your condition, and stops it there otherwise.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A second action or a filter makes it one, and it then needs a paid plan.
What a Monty Zap really costs
Monty is not a premium app: it works from the free plan. New Deal never costs a task, however often Zapier checks it. Add Deal and Mark Deal as Won count one task each time they succeed.
- New Deal triggerNever counts as a task
- Add Deal or Mark Deal as Won1 task per successful run
- Free plan100 tasks a month, unlimited two-step Zaps
- Premium appNo, available on the free plan
An action that fails is not counted. Checking Monty for new deals costs nothing either, however often Zapier looks; only a completed action is billed. The free plan gives 100 tasks a month and unlimited Zaps of two steps each: one trigger, one action. A filter or a second action makes the Zap multi-step, which needs a paid plan. The grid below shows how often Zapier checks New Deal, depending on your plan.
Connect Monty to Zapier in 3 steps
- 01
Open the Apps page
In your Zapier account, open Apps and click + Add connection. A connection is your Monty account linked once, then reused by every step that uses Monty.
- 02
Pick Monty
Search Monty by name in the dialog, pick it and click Add connection. You need an account on Monty, plus read or write access on anything you do not own yourself and want the Zap to touch.
- 03
Sign in and grant access
Sign in to Monty in the tab that opens, then grant Zapier access to the account. From then on, every Monty trigger and action in your Zaps can use that connection.
Your first Zap: new Monty deals in team chat
GoalPost a message in your team chat for each new Monty deal, but only for the deals that meet your condition.
- 01
Build: pick the trigger
Start a new Zap, choose Monty as the trigger app and New Deal as the event, then select the Monty connection you added earlier.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent deals of the account, so you map the next steps on a real one. Read what came back before going further.
- 03
Add a filter
From the plus icon, add Filter and set its three boxes: the field, the rule and the value. The filter makes it a multi-step Zap, so it needs a paid plan.
- 04
Add the chat action
Add your chat app as the action, pick the channel and map the deal fields you want in the message. Check at the test which fields New Deal really returns.
- 05
Test, then publish
Test the action once and read the message in your chat app. Then click Publish to switch the Zap on; every new deal that passes the filter is announced.
The Monty trigger
1 event starts a Zap when something happens in Monty. Zapier checks for them at the interval your plan allows.
New Deal
Polling triggerIn Zapier“Triggers when a new deal is created.”
Starts your Zap each time a deal is created in Monty, which makes it the entry point for anything that should follow a fresh opportunity: an alert, a row in a report, a welcome email.
The 2 Monty actions
Monty gives you 2 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Add Deal
ActionIn Zapier“Adds a new deal into Monty”
Creates a deal in Monty from whatever the earlier steps carried, so a lead captured elsewhere enters the pipeline on its own.
Mark Deal as Won
ActionIn Zapier“Mark Deal as won in Monty”
Sets an existing Monty deal to won. It needs two things: the deal ID and the deal state.
When a Monty Zap breaks
Zapier attaches no help article to Monty, so the cases below are the general limits that apply to every Zap.
Four general limits are worth knowing before you rely on a Monty Zap. If a run stops and you cannot see why, see our Zapier troubleshooting guide.
Existing deals are never picked up
A Zap only reacts to what happens after it is switched on. Deals already in Monty stay out of it; moving that history is a separate job.A Zap that sets itself off
A Zap that writes into the very place its own trigger watches can start itself again and again, and burn through your task count.Bulk imports held back
When a trigger suddenly returns a huge batch, after a bulk import or a migration, Zapier's flood protection can hold those runs back.The same deal never runs twice
On a polling trigger like New Deal, Zapier keeps track of what it has already seen, so one deal does not start the Zap a second time.
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