Connect Copilot and monday.com to unlock the power of automation
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Set up your first integration
Quickly connect Copilot to monday.com with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Copilot with monday.com - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "List App Installs" from Copilot.
Add your action
An action happens after the trigger—such as "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects Copilot and monday.com, 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.
- List App Installs
Lists the app installs in a workspace.
Try ItTriggerPolling - Client Created
Triggers when a new client is created.
Try ItTriggerInstant - List Clients
Lists the clients.
Try ItTriggerPolling - Company Created
Triggers when a company gets created in the Copilot for the first time
Try ItTriggerInstant
- Client Activated
Triggers when a client authenticates in the Copilot for the first time
Try ItTriggerInstant - Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Try ItTriggerInstant - Client Updated
High-frequency trigger for each client user update.
Try ItTriggerInstant - Query param to filter placeholder companies
Try ItTriggerPolling
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Practical ways you can use Copilot and monday.com
Track client payments in projects
When a client makes a payment in Copilot, Zapier updates the corresponding project in monday.com with the payment status. This saves time spent on manual tracking and ensures project billing statuses are always up-to-date.
Business Owner
Sync signed contracts to project boards
When a contract is signed in Copilot, Zapier creates a new item in monday.com’s project board. This eliminates manual entry, helping engineers track client progress and their corresponding deliverables seamlessly.
EngineeringLearn how to automate monday.com on the Zapier blog
Frequently Asked Questions about Copilot + monday.com integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Copilot and monday.com
How do I set up the integration between Copilot and monday.com?
To set up the integration between Copilot and monday.com, you'll need to access our platform and create a new Zap. Select monday.com as your trigger or action app, and follow the steps to authenticate your account. From there, you can define specific triggers or actions that suit your workflow needs.
What triggers are available with the Copilot and Monday.com integration?
Our integration allows you to use multiple triggers such as when a new item is created in Monday.com, when an item is updated, or when a column value changes. You can leverage these triggers to automatically start specific actions on other connected apps.
Can I update information in monday.com automatically through Copilot?
Yes, you can update information in monday.com automatically by setting up actions in our platform. For example, when a trigger event occurs elsewhere, you can have it set to update an item or change a status in monday.com.
Are there any limitations on the number of boards I can connect with Copilot?
There's no limit to the number of boards you can connect with through our platform. You have the flexibility to integrate multiple boards within Monday.com based on your projects' needs.
How do error notifications work with this integration?
When an error occurs in a workflow related to the Copilot and Monday.com integration, we will notify you through the dashboard. You'll have access to detailed logs that explain what went wrong so you can troubleshoot effectively.
Is it possible to create complex workflows involving other apps along with Monday.com using this integration?
Absolutely. You can create complex workflows by incorporating various apps into your automation processes alongside Monday.com. By setting multi-step Zaps, one trigger can initiate multiple actions across different platforms seamlessly.
How often do automated tasks run with this integration?
The frequency of automated task execution depends on how you configure your workflow settings within our platform. You can choose immediate execution upon trigger events or schedule them at regular intervals as needed.
