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monday.com
monday.com
1. Choose trigger event
Tidely
Tidely
2. Choose action
1. Select the event
Setup
Test
monday.com
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Any Column Value Changed in Board" from monday.com.
Add your action
An action happens after the trigger—such as "Import Invoice" in Tidely.
You’re connected!
Zapier seamlessly connects monday.com and Tidely, automating your workflow.
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.
Create a new record or update an existing record in your app.
Item ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
Item ID
Required
Override empty fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
Column Title
Required
Column Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
Group ID
Item Name
Required
Subitem Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Item ID
Required
Body
Required
Parent Update ID
User Mentions
Team Mentions
Include team mentions in body
Board Mentions
Project Mentions
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Item ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board
Required
Item
Required
Include Updates?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
Item ID
Required
Subitem ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board
Item
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Board ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Board ID
Required
Item ID
Required
Column
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Board ID
Required
User :
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Unique identifier of the category
Unique identifier of the category, if neither categoryId nor categoryName is specified, plan will go to uncategorized expenses for negative amounts and uncategorized income for positive amounts. The category name should be send representing the path of the category, i.e. 'Einzahlungen aus Geschäftstätigkeit->E-COMMERCE->Plattform 1'.
Amount of the plan.
Required
Shows the period for which the plan value applies
The date of the plan
Type of the plan
Name of the plan
Identifier of the scenario that the plan will be created for
Name of the scenario that the plan will be created for, if neither scenarioId nor scenarioName is specified, the plan will be created for the Base scenario.
Shows whether to replace current values for the period
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create a new record or update an existing record in your app.
Board ID
Required
Item ID
Required
New Item Name Value
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board Name
Required
Board Kind
Required
Template Id
Workspace Id
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
Group Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
Item Name
Required
Subitem Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
Group ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
Group ID
Required
New Group Title
Should add group to top?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board
Required
Item
Required
Group
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
Item ID
Required
Column
Required
File
Required
File Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board
Required
Column to Search
Required
Include Subitems?
Action
This is an event a Zap performs.
Search
Find existing data in your app
Board ID
Required
User :
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Board ID
Required
Item ID
Required
Column
Action
This is an event a Zap performs.
Search
Find existing data in your app
Board ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Unique identifier of the invoice
Invoice creation date
Invoice update date
Invoice issuing date
Invoice due date
Invoice number
Required
Contact name
Required
Invoice type
Required
Total gross amount
Required
Invoice status
Amount currency
Total net amount
Total tax amount
Open amount
Invoice description
Unique identifier of category
Invoice payment date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use monday.com and Tidely with AI agents and code
Beyond Zap workflows. Call monday.com and Tidely actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose monday.com and Tidely actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Archive Board
Import Invoice
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect monday.com and Tidely 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.
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.
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.
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.
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.
Learn how to automate monday.com on the Zapier blog
Make work flow with AI
Level up your monday.com to Tidely integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
