Split That Name!

Tired of splitting a full name to have a first name column for automatic communication? Or have you ever wanted to combine two columns of information as an item name or new column value? We have the solution for you!

How it works

There are two integration features included in this app.

Split That Name

One with various recipes allowing you to split a column or item name into one or two columns. 

Text Join

The second feature allows you to combine two values and assign the result into a third column or as the item’s name.

This is a great solution when you want to leverage automatic communication with clients on your board. Now you can have the email easily reference their first name instead of their full name without requiring them to fill out a full name question AND a first name question.

Recipes

Use case: Collect a contact’s information in a form using a full name question. These automation recipes let you split that name into the desired text column(s). This allows personalized communication leveraging those column(s).
Use case: Collect a contact’s information in a form using a full name question. These automation recipes let you split that name into the desired text column(s). This allows personalized communication leveraging those column(s).
Use case: On your CRM board you have client names as your item names. Jonathan contacts you and let’s you know he prefers to be called Jon. You update the item name to reflect his preferences and these recipes allow you to update your split name column(s) automatically.
Use case: On your CRM board you have client names as your item names. Jonathan contacts you and let’s you know he prefers to be called Jon. You update the item name to reflect his preferences and these recipes allow you to update your split name column(s) automatically.
Use case: You have a board of businesses you work with. You have a primary contact and collect their name on your form. To send personalized messages to this contact you can use these recipes to split their name from another column into your desired column(s).
Use case: You have a board of businesses you work with. You have a primary contact and collect their name on your form. To send personalized messages to this contact you can use these recipes to split their name from another column into your desired column(s).
Use case: One of your primary contacts has changed. You can choose to update just their full name and then leverage these recipes to update the split name column(s).
Use case: One of your primary contacts has changed. You can choose to update just their full name and then leverage these recipes to update the split name column(s).
Use Case: You collect both first name and last name separately on you contact form. You want the item name to be the contact’s full name. Use these recipes to set and keep the name updated.
Use Case: You collect both first name and last name separately on you contact form. You want the item name to be the contact’s full name. Use these recipes to set and keep the name updated.
Use case: Your form collects a contact’s first and last name separately on your form. You want a column that has their full name. Use these recipes to join the two columns and set a third column’s value and keep it updated.
Use case: Your form collects a contact’s first and last name separately on your form. You want a column that has their full name. Use these recipes to join the two columns and set a third column’s value and keep it updated.

Installation Guide

A guide on how to install and start using our Split That Name! monday integrations app.

Step 1: Navigate to the installation link provided.
You will be prompted with the OAuth scopes the app requires. Click the blue ‘Install’ button. The app will then be installed successfully.

Step 2: Navigate to any board you wish to use the integration recipes on. There are two features with this app and both are integrations. On the desired board we recommend you explore the two integrations and the provides recipes to determine the best setup based on your use case. Be sure to add any additional columns you may need to make the integrations work. Some of the common use cases we see people using this app is for a contacts or sales board where the information filling the board is coming from a form containing a full name question or both first and last name questions. However, they want to see both full name and the first/last name columns in monday. So this app will allow you to either split a full name or join the first and last name to generate the full name. You choose.
See Recipes and Use Cases
Choose board
recipes
Step 4: On the board you wish to add the application to, click on the ‘Integrate’ option or navigate to ‘Board Power-Ups’ and choose ‘Integrations’.

Step 5: Click “+ Add new integration”.


Step 6: Click on the ‘Split That Name!’ feature.


Step 7: Choose from one of the custom recipes as desired or go back by clicking on “Integrations Center”


Step 8: Click on the ‘Text Join’ feature.


Step 9: Choose from one of the custom recipes as desired or go back by clicking on “Integrations Center”

Pricing

You can go to the monday.com app marketplace for purchasing!

OR add directly below for your 14 day trial!

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