Monday.com + Zapier: How it works

Monday.com connects with Zapier to automate work management and team collaboration. Teams use this integration to create items from external sources, sync project data across platforms, and trigger notifications when work statuses change, keeping everyone aligned without manual updates.

Explore Monday.com integrations on Zapier: https://zapier.com/apps/monday/integrations

When to use Monday.com with Zapier

Work item automation: Automatically create Monday.com items when events occur in other apps like form submissions, new leads, or support tickets.

Status synchronization: Keep project statuses in sync between Monday.com and other project management tools, CRMs, or communication platforms.

Cross-platform updates: Update Monday.com boards when changes happen in external systems, ensuring your work boards always reflect current information.

Popular Monday.com + Zapier use cases

Create items from form submissions: Automatically create Monday.com items when people submit forms via Typeform, Google Forms, or JotForm, populating all relevant columns.

Sync leads to Monday.com: When new leads are added in Salesforce, HubSpot, or other CRMs, automatically create corresponding items in your Monday.com sales board.

Send Slack notifications for status changes: Alert your team in Slack when Monday.com item statuses change to "Stuck," "Done," or other critical statuses.

Create calendar events from items: When new items with dates are added to Monday.com, automatically create corresponding events in Google Calendar or Outlook.

Update items from email responses: Parse important emails and automatically update Monday.com item statuses, notes, or column values based on email content.

Track projects across teams: When new items are added to Monday.com project boards, automatically notify relevant team members in Slack and create corresponding tasks in individual team workflows.

Getting started

1. Connect your Monday.com account to Zapier (works with all Monday.com plans).

2. Choose a trigger such as "New Item," "Column Value Changed," or "Specific Column Value."

3. Select your Monday.com board and configure any column-specific filters.

4. Choose an action in another app or select a Monday.com action like "Create Item" or "Update Item."

5. Test your Zap and activate it.

Triggers and actions

Triggers: Monday.com offers triggers including new items, new updates (comments), column value changes, specific column value matches, new boards, and item names changed.

Actions: Available actions include creating items, updating items, creating updates (comments), creating boards, archiving items, moving items to groups, and updating column values.

FAQs

Can I filter triggers by specific column values? Yes, Monday.com offers a "Specific Column Value" trigger that fires only when items match your defined criteria, like status equals "Approved."

Can I update multiple columns at once? Yes, the "Update Item" action allows you to update multiple column values in a single Zap action.

How do I work with Monday.com's different column types? Each column type (status, date, people, numbers) requires specific formatting in Zapier. The Zap editor will guide you on the correct format for each column type.

Can I create items in specific groups? Yes, when creating items you can specify which group (section) on the board the item should be created in.