• Home

  • Automation with Zapier

  • Automation inspiration

Automation inspiration

4 min read

4 ways to automate monday.com

By Nicole Replogle · June 1, 2023
A hero image of the monday.com app logo connected to other app logos on a purple background.

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. Zapier's automated workflows—called Zaps—let you connect Monday to your other most-used tools so you can streamline processes for yourself and your team.

New to Zapier? It's an automation tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free to use this app, and many others, with Zapier.

Table of contents

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.

Add data to monday.com

Monday.com is a powerful tool for organizing data and turning it into actionable tasks or projects. But funneling information into the platform can take quite a bit of manual work upfront—unless you automate that data transfer, of course.

Let's look at three ways to send data to Monday, depending on where your team gets its data in the first place.

From forms

Maybe you collect feedback or feature requests from customers. Or perhaps you need a simple way to collect bug fixes for your development team. 

Of course, maybe your team just wants a simple way to input new data—like quick-adding task ideas or jotting down new leads for your CRM—without opening up monday.com on the go.

Forms are a great way to collect data quickly from various sources: your customers, leads, other departments, and even your own team. 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. 

No matter which form builder you use, Zapier can help funnel that information to your project management tool. 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

Create items on monday.com boards for new Typeform entries
  • Typeform logo
  • monday.com logo
Typeform + monday.com

From a spreadsheet or database

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 a spreadsheet for simpler reporting and data analysis.

But copying and pasting items from spreadsheet rows into your task management app 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 or database and monday.com with these Zaps. Anytime you create or update a row in your database tool, a new item is automatically added to Monday.

From your other apps

What if you don't use forms or spreadsheets to collect important data? Not to worry; Zapier lets you connect Monday to thousands of other apps, including your appointment scheduler, email, and even Facebook. 

However your team collects information, you can funnel that data into monday.com for more efficient work management.

These workflows automatically add items to Monday whenever your specified app event is triggered, whether that's adding an invitee to your Calendly account, receiving a new lead in Facebook Lead Ads, triggering a Wix automation, or sending an email.

Send notifications

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.

Create a backup or share information

As we mentioned, using a spreadsheet as a central source of truth can have multiple benefits—but only if everyone remembers to keep it updated. Your Google Sheets database won't be of much use to anyone if you record project updates in Monday without updating your spreadsheet at the same time.

With these Zaps, you can have the best of both worlds: keep your project data organized and up to date without having to take the time for manual data entry. Each time you add an item or change a specific column value in a monday.com board, the corresponding Google Sheet row will update to match. This also makes it easy to share information if not everyone on your team has access to your Monday board.

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 directly to Monday whenever your chosen action—like a new event—is triggered.

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. 

Streamline your work processes with automation

There's no wrong way to automate your work with 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.

Get productivity tips delivered straight to your inbox

We’ll email you 1-3 times per week—and never share your information.

mentioned apps

Related articles

Improve your productivity automatically. Use Zapier to get your apps working together.

Sign up
A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'