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How Zapier works

Zapier makes it easy to integrate monday.com with Forecast - no code necessary. See how you can get setup in minutes.

Select a trigger from monday.com

A trigger is an event that starts your Zap and runs the workflow. For example, with monday.com, a trigger could be "Any Column Value Changed in Board."
A trigger is the event that kicks off your automated workflow.

Setup an action from Forecast

An action is what takes place after the automation is triggered. For example, with Forecast, the action could be "Create Task."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected monday.com to Forecast

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Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your monday.com to Forecast integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Frequently Asked Questions about monday.com + Forecast integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with monday.com and Forecast

How do I integrate monday.com with Forecast?

You can integrate monday.com with Forecast through our platform by setting up triggers and actions. Start by creating a new integration, select monday.com as the trigger application, and Forecast as the action application. You'll need to authenticate both applications for the integration to work.

What triggers are available for monday.com in the integration?

In monday.com, you can use triggers such as 'New Item', 'Item Updated', or 'New Column Value' to kickstart actions in Forecast.

Which actions can be performed in Forecast when integrating with monday.com?

When a trigger occurs in monday.com, you can create a new project, update project information, or log time entries in Forecast automatically.

Do I need technical skills to set up the integration between monday.com and Forecast?

No technical skills are required to set up this integration. Our platform provides an easy-to-use interface allowing you to connect both applications using pre-defined triggers and actions.

How secure is the data transfer between monday.com and Forecast during integration?

We ensure that all data transferred between monday.com and Forecast is encrypted with industry-standard security measures during the integration process.

Can I customize actions in Forecast based on specific triggers from monday.com?

Yes, you can customize actions in Forecast depending on specific triggers from monday.com by modifying conditions and parameters within our platform's integration setup interface.

Is there a limit on how many times an action can be triggered between monday.com and Forecast?

The number of times an action can be triggered typically depends on your current service plan's limitations. Please check your plan details to understand any applicable constraints.

Connect monday.com and Forecast to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Board ID
      Required
    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search
    New Board

    Triggers when a new board is created.

    Trigger
    Polling
    Try It
    • Board ID
      Required
    • Column IDs
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search
    New User

    Triggers when a new user joins your monday.com account.

    Trigger
    Polling
    Try It

Learn how to automate monday.com on the Zapier blog

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About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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About Forecast
Forecast is a full-suite business platform that enables professional service organizations to run efficiently and predictably in one AI-powered software.
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