Monday.com - Actions and Triggers in Workflows
Automate Monday.com with GHL Customer Care Workflows. Create, update, and find items today; triggers coming soon for real-time, event-driven automation.
Assistants need to reach this page over the internet. While it is only running on your machine, these two buttons will not be able to load it.
On this page
- Key Benefits of the Monday.com Integration
- Prerequisites
- Connecting Your Account
- Monday.com Triggers (Coming Soon)
- Monday.com Actions (Available Now)
- Test Action
- How to Set Up a Workflow with Monday.com
- Use Cases & Patterns
- Use Case 1: Client Onboarding Automation
- Use Case 2: Project Status → Client Communication
- Use Case 3: Internal Task Sync (Monday → ClickUp)
- Frequently Asked Questions
- Related Articles
- ClickUp - Actions & Triggers in Workflows
Connect Monday.com to GHL Customer Care Workflows to automate project execution and keep CRM, tasks, and statuses aligned without Zapier, Make, or custom webhooks. Use native actions today to create, update, and find board items. Triggers are coming soon to let Monday events start or branch workflows in real time.
TABLE OF CONTENTS
- What is the Monday.com Integration?
- Key Benefits of the Monday.com Integration
- Prerequisites
- Connecting Your Account
- Monday.com Triggers (Coming Soon)
- Monday.com Actions (Available Now)
- Test Action
- How to Set Up a Workflow with Monday.com
- Use Cases & Patterns
- Frequently Asked Questions
- Related Articles
What is the Monday.com Integration?
The Monday.com integration connects GHL Customer Care Workflows directly to your Monday boards. Workflows can create and update Monday records or look them up by ID or column values. As triggers roll out, Monday events will be able to start or branch workflows automatically for true, event-driven automation.
Key Benefits of the Monday.com Integration
These benefits help you decide when to use the native integration versus external bridges. Each point addresses a common agency operations need—speed, accuracy, and cost.
Two-platform visibility: changes in one tool can be reflected in the other via workflows.
Lower integration cost: replace third-party bridges like Zapier/Make with native steps.
Faster handoffs: launch delivery tasks as soon as CRM stages change.
Fewer errors: avoid manual copy/paste between CRM and project boards.
Reusable IDs: capture Item ID once with Test Action and reuse it later.
Scalable patterns: standardize project templates across sub-accounts.
Prerequisites
Verifying access and permissions up front prevents most setup errors and speeds up testing. Use this checklist before building your first workflow.
A GHL Customer Care sub-account with Workflows access.
A Monday.com account with permission to view and edit the target workspace, boards, groups, and items.
Your Monday.com API key available for authentication.
Clarity on which columns you’ll read/write (e.g., Status, People/Owner, Date, Text, Number).
Connecting Your Account
Connecting from either the workflow step or the Integrations page ensures GHL Customer Care can securely access your Monday workspace and boards. Choose the path that best matches your role and process.
- In GHL Customer Care, open Automation → Workflows and add any ClickUp action or trigger.
→ If not connected, click Connect Now and sign in to ClickUp to approve access.
→ If already connected, fields load instantly in the step.Step 1 of 2: In GHL Customer Care, open Automation → Workflows and add any ClickUp… What this shows Step 1 of 2: In GHL Customer Care, open Automation → Workflows and add any ClickUp action or trigger. What this shows Shows what to click for step 1 of 2 in the "Connecting Your Account" section of "Monday.com - Actions and Triggers in Workflows". This screenshot accompanies step 1 of 2 in the "Connecting Your Account" section of "Monday.com - Actions and Triggers in Workflows". At this point in the walkthrough you in GHL Customer Care, open Automation → Workflows and add any ClickUp action or trigger. → If not connected, click Connect Now and sign in to ClickUp to approve access. → If already connected, fields load instantly in the step. This part of the guide covers 12 fields, listed below. The next step is to alternate path: Sub-Account settings → Integrations → ClickUp → Connect. What to clickIn GHL Customer Care, open Automation → Workflows and add any ClickUp action or trigger. → If not connected, click Connect Now and sign in to ClickUp to approve access. → If already connected, fields load instantly in the step. Fields in this part of the guide Key Benefits of the Monday.com IntegrationPrerequisitesConnecting Your AccountMonday.com Triggers (Coming Soon)Monday.com Actions (Available Now)Test ActionHow to Set Up a Workflow with Monday.comFrequently Asked QuestionsRelated ArticlesTrigger: New Item in Board (“Client Onboarding”)Actions:Send Slack message to account managerButtons and menus referenced Automation → WorkflowsTABLE OF CONTENTSItem IDTest ActionPrerequisitesWorkflowsview and editworkspace, boards, groups, and itemsMonday.com API keywhich columnsConnecting Your AccountMonday.com Triggers (Coming Soon)Next stepAlternate path: Sub-Account settings → Integrations → ClickUp → Connect.All 2 steps in this procedure
- In GHL Customer Care, open Automation → Workflows and add any ClickUp action or trigger. → If not connected, click Connect Now and sign in to ClickUp to approve access. → If already connected, fields load instantly in the step. this image
- Alternate path: Sub-Account settings → Integrations → ClickUp → Connect.
- Alternate path: Sub-Account settings → Integrations → ClickUp → Connect.
Step 2 of 2: Alternate path: Sub-Account settings → Integrations → ClickUp → Connect What this shows Step 2 of 2: Alternate path: Sub-Account settings → Integrations → ClickUp → Connect. What this shows Shows what this covers for step 2 of 2 in the "Connecting Your Account" section of "Monday.com - Actions and Triggers in Workflows". This screenshot accompanies step 2 of 2 in the "Connecting Your Account" section of "Monday.com - Actions and Triggers in Workflows". At this point in the walkthrough you alternate path: Sub-Account settings → Integrations → ClickUp → Connect. This part of the guide covers 12 fields, listed below. What this coversAlternate path: Sub-Account settings → Integrations → ClickUp → Connect. Fields in this part of the guide Key Benefits of the Monday.com IntegrationPrerequisitesConnecting Your AccountMonday.com Triggers (Coming Soon)Monday.com Actions (Available Now)Test ActionHow to Set Up a Workflow with Monday.comFrequently Asked QuestionsRelated ArticlesTrigger: New Item in Board (“Client Onboarding”)Actions:Send Slack message to account managerButtons and menus referenced TABLE OF CONTENTSItem IDTest ActionPrerequisitesWorkflowsview and editworkspace, boards, groups, and itemsMonday.com API keywhich columnsConnecting Your AccountAutomation → WorkflowsMonday.com Triggers (Coming Soon)All 2 steps in this procedure
- In GHL Customer Care, open Automation → Workflows and add any ClickUp action or trigger. → If not connected, click Connect Now and sign in to ClickUp to approve access. → If already connected, fields load instantly in the step.
- Alternate path: Sub-Account settings → Integrations → ClickUp → Connect. this image
Monday.com Triggers (Coming Soon)
Triggers let Workflows start or branch automatically from Monday events. Plan your logic now and switch to triggers once they’re live to remove manual starts or polling workarounds.
| Trigger | What it does |
|---|---|
| Any Column Value Changed in Board | Fires when a specified column (Status, People, Date, etc.) changes on an item. |
| Any Item Moved to a Group | Fires when an item is moved from one group to another on a board. |
| New Board | Fires when a new board is created in the connected workspace. |
| New Item in a Board | Fires when a new item is added to a selected board. |
| New Subitem in Board | Fires when a subitem is created under an item on the board. |
| New Update in Board | Fires when a new update/comment is added to an item. |
| New User | Fires when a new user joins the Monday workspace. |
Monday.com Actions (Available Now)
Actions enable Workflows to create, modify, or locate Monday data. Use Test Action to validate your connection, preview live schema, and capture returned fields (like Item ID) for downstream steps.
| Action | Purpose |
|---|---|
| Create New Board | Create a new board and return its Board ID for later steps. |
| Create New Group | Create a group within a board and return the Group ID. |
| Create New Column | Add a column (Status, Date, People, etc.) to a board. |
| Create New Item | Create an item in a group and return the Item ID for reuse. |
| Create New Subitem | Create a subitem under an item and return the Subitem ID. |
| Update Item | Update an item’s mapped columns (Status, People, Date, Text, etc.). |
| Update Subitem | Update a subitem’s mapped columns. |
| Archive Board | Archive a completed board to keep workspaces tidy. |
| Archive Group | Archive a completed group on a board. |
| Delete Item | Permanently delete an item (irreversible). |
| Delete Group | Permanently delete a group (irreversible). |
| Get Board Items | Retrieve items from a board (may paginate on large boards). |
| Find Items by Column Value | Locate items using specific column values (Status, People, custom). |
| Find Items by ID | Fetch a specific item when you already have its Item ID. |
Test Action
Use Test Action in any Monday.com step to validate your connection, preview live schema, and capture returned fields (like Item ID) for downstream steps—reducing mapping errors.
Validates your Monday authentication and selected Board/Group/Item.
Pulls a live response and auto-saves the schema (e.g.,
item.id,column_values.status.label).Reuse returned fields as custom values in later steps (no re-mapping needed).
Surfaces common errors early (invalid key, permission denied, column mismatch).
All 11 steps in this procedure
- What is the Monday.com Integration?
- Key Benefits of the Monday.com Integration
- Prerequisites
- Connecting Your Account
- Monday.com Triggers (Coming Soon)
- Monday.com Actions (Available Now)
- Test Action
- How to Set Up a Workflow with Monday.com
- Use Cases & Patterns
- Frequently Asked Questions
- Related Articles
How to Set Up a Workflow with Monday.com
Follow these streamlined steps to connect Monday.com, add it to your workflow, and map fields so your boards, groups, and items update reliably—mirroring the ClickUp article’s setup pattern while keeping the flow concise.
Step 1: Create or open a workflow
Go to Automation → Workflows, create a new workflow or open an existing one, then name it and select a folder if needed.
All 11 steps in this procedure
- What is the Monday.com Integration?
- Key Benefits of the Monday.com Integration
- Prerequisites
- Connecting Your Account
- Monday.com Triggers (Coming Soon)
- Monday.com Actions (Available Now)
- Test Action
- How to Set Up a Workflow with Monday.com
- Use Cases & Patterns
- Frequently Asked Questions
- Related Articles
Step 2: Choose a trigger
Monday.com triggers are Coming Soon. Start with another trigger (e.g., Opportunity Status Changed, Form Submitted, or Schedule) and configure any filters you require; you can switch to a Monday.com trigger later without rebuilding downstream steps.
Step 3: Add a Monday.com action step
Click the + icon to add a step, search for Monday.com, and select the needed action such as Create New Item, Update Item, or Find Items by Column Value. If prompted, click Connect Now and authenticate your Monday.com account.
All 11 steps in this procedure
- What is the Monday.com Integration?
- Key Benefits of the Monday.com Integration
- Prerequisites
- Connecting Your Account
- Monday.com Triggers (Coming Soon)
- Monday.com Actions (Available Now)
- Test Action
- How to Set Up a Workflow with Monday.com
- Use Cases & Patterns
- Frequently Asked Questions
- Related Articles
Step 4: Select your Workspace, Board, and Group
In the action configuration, choose the Workspace, select the target Board, and, if applicable, pick the Group where the action should apply.
Step 5: Map fields to Monday columns
Provide the required values such as Item name, then map any additional columns you want to write—like Status, People/Owner, Date, or Text—ensuring each value matches the corresponding Monday column type. For update or delete actions, include the relevant Item ID, Subitem ID, Group ID, or Board ID.
All 11 steps in this procedure
- What is the Monday.com Integration?
- Key Benefits of the Monday.com Integration
- Prerequisites
- Connecting Your Account
- Monday.com Triggers (Coming Soon)
- Monday.com Actions (Available Now)
- Test Action
- How to Set Up a Workflow with Monday.com
- Use Cases & Patterns
- Frequently Asked Questions
- Related Articles
Step 6: Add follow-up steps (optional)
Build conditions or branches to handle different outcomes, chain additional Monday.com actions when necessary, and include internal tasks or CRM updates to keep stakeholders informed.
Step 7: Save and publish
Click Save, then Publish to activate the workflow, run a controlled live test such as moving a deal to the target stage, and verify the expected updates appear on the correct Monday board and group.
Use Cases & Patterns
These patterns mirror common agency processes. Start with the core flow, then add branches, filters, or schedules as your needs grow.
Use Case 1: Client Onboarding Automation
Goal: Automatically sync new onboarding items with CRM and team notifications.
Workflow Setup
Trigger: New Item in Board (“Client Onboarding”)
Actions:
Create or update contact in GHL Customer Care CRM
Send Slack message to account manager
Add row to Google Sheets for tracking
Update Monday item status to “CRM Synced”
Result: Every new onboarding item instantly updates CRM and notifies the team.
Use Case 2: Project Status → Client Communication
Goal: Notify clients when a project is completed.
Workflow Setup
Trigger: Column Value Changed (Status → Completed)
Actions:
Send Gmail message to client
Create CRM note
Archive item in Monday.com
Send Slack update to #client-updates
Result: Clients and teams are informed automatically—no manual follow-ups.
Use Case 3: Internal Task Sync (Monday → ClickUp)
Goal: Keep Monday and ClickUp tasks aligned across teams.
Workflow Setup
Trigger: New Item in Board (“Design Tasks”)
Actions:
Create task in ClickUp
Store Monday item ID in ClickUp custom field
Send Slack notification
Update Monday item with ClickUp task link
Result: Teams work in their preferred tools without losing visibility.
Frequently Asked Questions
Q: Can I build a bi-directional sync?
Yes, use two workflows (one Monday→GHL Customer Care and one GHL Customer Care→Monday) and pass IDs to avoid conflicts.
Q: Do I need a specific Monday plan?
Most actions work with standard access. Advanced board features may require Monday plan tiers configured for your workspace.
Q: How does billing work?
Monday.com steps count toward premium workflow features. Agencies can enable and re-bill premium features to sub-accounts.
Q: Can I update multiple columns at once?
Yes. Update Item and Update Subitem support mapping multiple compatible columns in a single step.
Related Articles
Was this guide helpful?