Streamline project management by connecting Workflows directly with Monday.com.
Native Monday.com triggers and actions let you create, update, and sync boards, items, and statuses automatically – no Zapier, Make, or webhooks required.

TABLE OF CONTENTS

What is the Monday.com Integration in Workflows?

The Monday.com integration allows you to automate workflows between Monday boards and CRM, enabling real-time syncing of tasks, statuses, updates, and users.

This integration is ideal for agencies and teams that:

  • Track client onboarding and deliverables in Monday.com

  • Manage internal production or content calendars

  • Want Monday updates to trigger CRM, Slack, email, or reporting workflows

Why It Matters

With the Monday.com integration, you can:

  • Eliminate third-party automation tools like Zapier or Make

  • React instantly to board, item, and status changes

  • Keep CRM, communication, and project tools in sync

  • Reduce manual coordination across teams

Triggers (Monday.com → Workflows) 

(Coming soon)

These Monday.com events can initiate a workflow:

Available Triggers

Any Column Value Changed in Board
Fires when a specific column (status, date, owner, etc.) is updated on a board item.

Any Item Moved to a Group
Triggers when an item moves between groups on a board.

New Board
Fires when a new board is created in Monday.com.

New Item in a Board
Triggers when a new item is added to a board.

New Subitem in Board
Fires when a new subitem is created under an item.

New Update in Board
Triggers when a new update or comment is added to an item.

New User
Fires when a new user is added to the Monday.com workspace.

These triggers are designed to support real-time automation for project tracking, onboarding, and delivery workflows.

Actions (Workflows → Monday.com)

These are actions HighLevel workflows can perform in Monday.com:

Available Actions

Create New Board / Group / Column / Item / Subitem
Dynamically create new structures inside Monday.com from a workflow.

Update Item / Update Subitem
Modify column values such as status, due date, owner, or custom fields.

Archive Board / Archive Group
Archive entire boards or specific groups automatically.

Delete Item / Delete Group
Remove items or groups when they are no longer needed.

Get Board Items
Retrieve all items from a board for syncing or reporting purposes.

Find Items by Column Value
Search items dynamically using status, owner, or custom column values.

Find Items by ID
Locate a specific item using its Monday item ID.

Getting Started with Monday.com

Step 1: Find Monday.com in Workflows

In the Automations Builder, click Add Trigger or Add Action, then search for Monday.com.

Step 2: Connect Your Monday.com Account

If your account is not connected, click Connect Now and authorize HighLevel using Monday.com API key.

Step 3: Configure Trigger or Action

Select the board, group, or column as required, then test to pull sample data.

How do Monday.com Triggers Work? (Coming soon)

Monday.com triggers are event-based and near real-time.

  1. Choose a trigger (e.g., New Item in Board or Column Value Changed).

  2. Apply filters (board, column, group) to narrow execution.

  3. Test the trigger to fetch live sample data.

  4. Use dynamic fields (item name, status, owner, dates) in downstream actions.

Recommendation

For Column Value Changed triggers, always apply column-specific filters (e.g., Status = Completed) to avoid unnecessary executions when unrelated fields change.

Common Use Cases

Use Case 1: Client Onboarding Automation

Goal: Automatically sync new onboarding items with CRM and team notifications.

Workflow Setup

  • Trigger: New Item in Board (“Client Onboarding”)

  • Actions:

    • Create or update contact in HighLevel CRM

    • Send Slack message to account manager

    • Add row to Google Sheets for tracking

    • Update Monday item status to “CRM Synced”

Result:
Every new onboarding item instantly updates CRM and notifies the team.

Use Case 2: Project Status → Client Communication

Goal: Notify clients when a project is completed.

Workflow Setup

  • Trigger: Column Value Changed (Status → Completed)

  • Actions:

    • Send Gmail message to client

    • Create CRM note

    • Archive item in Monday.com

    • Send Slack update to #client-updates

Result:
Clients and teams are informed automatically—no manual follow-ups.

Use Case 3: Internal Task Sync (Monday → ClickUp)

Goal: Keep Monday and ClickUp tasks aligned across teams.

Workflow Setup

  • Trigger: New Item in Board (“Design Tasks”)

  • Actions:

    • Create task in ClickUp

    • Store Monday item ID in ClickUp custom field

    • Send Slack notification

    • Update Monday item with ClickUp task link

Result:
Teams work in their preferred tools without losing visibility.

Frequently Asked Questions

Are Monday.com triggers instant?
Triggers fire near real-time based on board events and updates.

Is this a two-way sync?
Currently, workflows support one-directional execution per trigger (Monday → Workflow → Actions).

Do I need a paid Monday.com plan?
Most actions work on free and paid plans, but advanced board features may require a paid plan.

Are Monday.com triggers and actions billed?
Yes, they are premium workflow actions and triggers, billed at standard automation rates.

Can I update multiple columns at once?
Yes—Update Item and Update Subitem actions support multiple column mappings.