Use Zapier's monday integration to streamline your work
By Nicole Replogle · June 14, 2024
When it comes to team project management, it's hard to go wrong with monday.com. Built to be an all-in-one WorkOS tool, the platform lets your team manage tasks and workflows seamlessly across departments.
But even with a robust WorkOS tool, your team probably still uses other apps to get your work done. And the more you're switching back and forth between tools, the more inefficient (and distracting) your workday becomes. Zapier's monday integration lets you create automated workflows—called Zaps—that streamline processes for yourself and your team. Here are a few ways to connect monday to your other most-used tools.
New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free.
To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Keep your team in the loop
In a perfect world, everyone would have their project management app open at all times—just waiting for important notifications to pop up so they can take action. But your team is only human (and that's a good thing).
It helps things run more smoothly to send your team notifications of important events via Slack or email. But remembering to send a Slack message after you update a task in monday is easy to forget. Take the manual effort out of the equation with one of these Zaps. That way, everyone will stay informed of project updates.
Send emails in Gmail for new changes to specific column values in monday.com boards
Keeping everyone on top of your project updates is a key part of your success, but that work can take up valuable time and effort. That’s where this Zap can help. It automatically generates a custom email to a specified recipient in Gmail for each new change to a specific column value on your monday.com board.
With this integration, you can get messages to your Slack channel automatically for new items added to a specific board in your Monday.com account. Be constantly up to date about projects and happenings in your company, and never be out of the loop again.
You can even create events in your team's calendars from monday with this Zap, which watches for a change in a specific column value. You might designate a checkbox or status change to send items to your calendar. Or you could set up your Zap so that whenever a teammate assigns a task to you in monday, that task's deadline will appear in your schedule. Feel free to get creative!
Create detailed events in Google Calendar from new specific column value changes in monday.com boards
Keep your schedule responsive to workflow updates, without the manual data entry! This Zap automatically creates a detailed event in your Google Calendar as soon as a new specified column value changes in your monday.com board.
Using a spreadsheet as a single source of truth is a great idea for keeping your organization on the same page. Every department may not use the same project management app, for example. Or maybe you just find it easier to feed information through Google Sheets for simpler reporting and data analysis.
But copying and pasting items from spreadsheet rows into your task management app (or vice versa) can get old quickly—not to mention it creates countless opportunities for manual error.
Keep items from slipping through the cracks by automatically syncing information between a spreadsheet and monday.com with these Zaps.
Create items on a monday.com board for new rows on Google Sheets
Need to use items on monday.com to go over your Google Sheets? Whether you're receiving data from forms or working on it yourself, we can take care of that connection once you activate this Google Sheets-monday.com integration. It will trigger every time you create a new row on Google Sheets, automatically adding the row as an item to your chosen board so you can get to work.
Make sure your project data is updated and organized, without slowing down for manual data entry work. This integration automatically adds each new item in your monday.com board to a row in a specified Google Sheets spreadsheet.
Activate this integration to save yourself from the hassle of manual copy-and-paste chores. Once it’s in place, this Zap automatically stores each new specific column values that changes in your monday.com board to a row in your Google Sheets spreadsheet, providing you with click-free back-up and seamless organizing for later analysis.
Given monday.com's flexibility and abundance of customizable features, teams use it for everything from simple project management to event planning to a customer relationship management (CRM) database. If your team does the latter, it's useful to be able to collect leads from multiple sources without doing any manual data entry.
For example, when a lead books a Calendly appointment, clicks on a Facebook ad, or sends you an email inquiry, you'll want to add them to your monday CRM board. These Zaps take care of that busywork for you. That way, you can follow up on opportunities without any leads falling through the cracks.
Add items in monday.com for new invitees created in Calendly
This integration automatically adds items in monday.com as soon as new invitees are added to your Calendly account, saving you a tedious manual data entry chore.
This Zap lets you effortlessly integrate your parsed data into your workflows. Set up this integration to automatically create an item in monday.com for each new email in Email Parser by Zapier.
And once you add a lead or customer to your monday board, you can use this Zap to copy their information into your email list. Keep your contacts up to date across all your platforms, no copying or pasting required.
Add or update Mailchimp subscribers from new monday.com items
Activate this integration to streamline your outreach with the power of automation. Once this integration is in place, it will automatically create or update a Mailchimp subscriber from each new monday.com item.
Effortlessly grow your email list with this seamless automation between monday.com and Flodesk. When a new item is added to your monday.com board, the workflow will create or update a subscriber in Flodesk, keeping your subscriber list organized and up-to-date. No more manual data entry, freeing up valuable time to focus on more important tasks.
Stay organized and maintain your marketing contacts with this efficient workflow. When a new item is added to a board in monday.com, a contact is created in Constant Contact. This automation ensures you never miss out on an opportunity to grow your email list and engage with your audience.
Forms are a great way to collect data quickly from customers, leads, other departments, and even your own team. For example, you might use a simple form to collect feedback, feature requests, or bug fixes. Or maybe your team uses a bookmarked form in their browsers to quick-add task ideas and notes to a monday board.
While monday's WorkForms let you create custom forms that directly sync with your boards and workflows, you may prefer the flexibility of other form builders like Typeform or Google Forms. If that's the case, Zapier can help funnel that information to monday. Whenever there's a new submission of the form of your choice, one of these Zaps will automatically send that information to your chosen monday board.
Create items on monday.com boards for new Typeform entries
Here's a quick and easy way to get information from form entries into your CRM. Just set up this integration, and monday.com items will be automatically created for new Typeform entries. Now, you'll be able to organize, share, and assign those items.
If new form entries mean new tasks, you need this automation. It adds an item on a monday.com board whenever a new response appears in a Google Sheets spreadsheet. Now, your monday.com board will update itself automatically.
When you have new submissions of your online form, you may need to add the details to your task tool. This integration makes it easy by automatically creating an item on a board in monday.com when there is a new form submission in Gravity Forms. You won't have to manually create tasks again.
Whenever someone submits a new Squarespace form, a corresponding monday.com item will be created automatically. This can be helpful to manage follow up tasks for new form submissions.
Keep your incoming form details organized effortlessly, without having to worry about copying and pasting by hand. This Zap automatically generates a new item in monday.com for each new Webflow form submission.
Does a new form submission mean a new to-do? Then turn one into the other with this automation. It adds a item on a monday.com board whenever a form is submitted via JetForm so your team is instantly notified and ready to take action.
Use webhooks to connect monday.com to almost any app
Zapier lets you integrate thousands of apps, but there's still a chance your favorite tool isn't (yet!) on the list. If you want to connect monday.com to an app that doesn't have a Zapier integration, you can use webhooks to send information from one app to another.
For example, say your team uses an obscure calendar app to schedule meetings and delivery dates. If this tool doesn't integrate directly with Zapier, you can use the template below to create a catch hook that pushes information to monday whenever your chosen action—like a new event—is triggered.
Use webhooks to trigger item creation in monday.com
Automatically create a new item in monday.com whenever a webhook is triggered. This workflow helps keep your project boards updated with the latest tasks and events, without the need to manually input them. A perfect way to streamline your workflow and improve team efficiency.
You can set up a webhook in the other direction, too. With this workflow, you can send information to the app of your choice whenever a new item is added to your monday board.
Create Webhooks by Zapier posts when new items appear in a monday.com board
Create new webhooks seamlessly whenever a new item is added to your monday.com board with this easy-to-use integration. This workflow is triggered when a new item appears in your monday.com board and instantly sends a POST request to Webhooks by Zapier. Stay organized and keep your data flowing smoothly with this efficient automation.
Streamline your work processes with monday automation
There's no wrong way to automate your work with monday and Zapier; it all depends on your team's unique workflows and communication style. To decide where to start with automating monday.com, think about what routine tasks you do almost every day. If that task involves moving information from one tool to another, you can probably offload that monotonous work to a Zap.
And the beauty of Zaps is that once you set up the automation, the hard work is over. They'll run in the background, feeding information into the right tools, sending notifications at the right times, and sharing data across apps and departments. And you're free to spend all that saved time on your most important tasks instead.
