Pull from Monday → App
Import all items from the Trio Pipeline board. New items will be created as Projects; existing ones (matched by Monday item ID) will be updated.
The Few → App
Reads deals directly from The Few instead of Monday. Preview shows exactly what would change without touching any projects.
Deal Comments → Project Notes
Pulls deal comments and their replies from The Few. Only comments that aren't in the portal yet are imported, so running it again never duplicates anything. Notes written inside this portal are never touched.
Sync Master Employee List
Import employees from the Master Employee List board. Merges duplicates by name and syncs phone, email, California HIS, team, role, and installer onboarding status.
Push App → Monday
Individual project changes are pushed to Monday from the Project Detail page using the
Fields synced: Customer Name · Market · Stage · Speed · Installer · Financer · System Size · PPW · Phone · Email · Contract Date