Notifyer System Integration with Monday.com

Monday.com integration with Notifyer System — Automate your WhatsApp messaging workflows with Monday.com and Notifyer System

This guide walks you through connecting Notifyer System with Monday.com to create powerful automated WhatsApp messaging workflows — syncing conversations to your boards and triggering messages from board events, all through Monday’s built-in Workflow Builder.

Prerequisites

Before getting started, make sure you have:

Notifyer System Account

Active Notifyer System account with a connected WhatsApp number and subscription plan (Pro or Agency)

Monday.com Account

Access to Monday.com with admin or member-level permissions

Your WhatsApp number must already be connected inside Notifyer before starting the Monday integration.

New to Notifyer System? Sign up here

Setting up your Notifyer System account

Complete the Embedding Process

Before sending WhatsApp messages, you must complete the platform embedding process, which connects your WhatsApp Business account to Notifyer System.

The embedding process is required by Meta to ensure proper business verification and compliance with WhatsApp Business Platform policies.

Set up message templates

To use the Send Template Message action in Monday workflows, configure your templates in Notifyer first. Notifyer System provides two methods for sending WhatsApp messages:

Option A: Template messages

WhatsApp templates are pre-approved message formats that allow for personalization while maintaining compliance with WhatsApp policies.

Navigate to Templates

Go to Your Templates in your Notifyer dashboard

Create Template

Click the Create Template tab at the top of the page

Fill out the form

Complete the template creation form with the following details:

Template Name

string

required

Choose a descriptive name for internal reference

Language

string

required

Choose your template’s primary language

Text

Plain text messages within the 24-hour window

Images

Photos and graphics in supported formats

Documents

PDFs, Word docs, and other file types

Videos

MP4 and other supported video formats

Non-template messages can only be sent within the 24-hour customer service window after a customer initiates contact with your business.

Connect Notifyer System to Monday.com

Now that your Notifyer System account is configured, follow these steps to connect Monday.com and start building workflows.

Open the Monday integration page

Log in to your Notifyer Console
In the left sidebar, scroll to the Connect To section
Click Monday from the list of available integrations (Make, Zapier, n8n, Pipedrive, Monday)

Monday option in the Notifyer sidebar under Connect To

The Monday integration page opens with the Get Started in 3 Simple Steps panel.

Install WhatsAble on Monday

On the integration page, click the green Install WhatsAble button next to Step 1
You will be redirected to the Monday.com marketplace listing
Follow Monday’s standard installation flow to add WhatsAble to your workspace

Install WhatsAble button on the Monday integration page

If you are already logged into Monday.com in your browser, the installation proceeds directly. Otherwise, Monday will prompt you to log in first.

Sign in to Monday.com using Email and password, Google, or Microsoft
Review the permission consent screen titled Authorize WhatsAble — WhatsApp Automation with AI
Click Authorize to grant the required permissions

Monday authorization permissions screen for WhatsAble

WhatsAble requests the following permissions exclusively for workflow automation:

Permission	Purpose
Modify any of your boards’ data	Create and update items on your boards
Read user’s documents	Access documents for workflow actions
Modify user’s documents	Attach files and notes to board items
Read all of your workspaces data	Access the correct workspace for automation
Modify any of your workspaces data	Configure automation within your workspace
Read the profile information of the users in your account	Identify users in workflow context
Modify the profile information of the users on the account	Update user-related workflow data
Read general information about your account	Link your Monday account to WhatsAble
Send notifications on your behalf	Deliver workflow-triggered notifications
Post or edit updates on your behalf	Add message activity to board items
Read updates and replies that you can see	Sync conversation context to workflows
Read information of files that were uploaded to your account	Access attachments for board sync
Read your account’s tags	Map labels and tags in workflow logic
Read information about teams in your account	Route workflows by team context
Create and modify teams in your account	Configure team-based automation
Create and modify webhooks	Enable real-time workflow triggers
Read existing webhooks configuration	Verify and manage webhook setup
Read your profile information	Identify the connected user

WhatsAble is an official Meta Tech Provider and the integration is safe to authorize.

Confirm the connection

After authorization, you will be redirected back to the Notifyer Console. The green Successfully Connected to Monday banner confirms the integration is live.

Successfully Connected to Monday confirmation screen

The panel displays your User ID, Account ID, and Connected timestamp. You can now start building workflows in Monday’s Workflow Builder.

Your Notifyer System account is now linked to Monday.com. Proceed to create workflows using the triggers and actions below.

Workflow automation

With the integration connected, WhatsAble exposes 3 triggers and 2 actions directly inside Monday’s Workflow Builder.

What you can do

Sync leads to boards

Create a Monday item automatically when a new WhatsApp contact messages your business

Keep items in sync

Update existing items when follow-up messages are sent or received

Trigger from status

Send WhatsApp template messages when board item status changes

Map WhatsApp data

Map phone number, country, label, AI state, attachments, and timestamps to board columns

Triggers

Triggers define when a workflow fires.

Trigger 1 — When New Incoming Chat Received

Fires: Once, the first time an unknown contact sends your business a WhatsApp message. This trigger activates when a message arrives from a phone number that does not yet exist as a recipient in your WhatsAble system. If the contact already exists, this trigger will not fire again.

WhatsAble trigger: When you receive a WhatsApp message from a new phone number — Select 'When you receive a WhatsApp message from a new phone number' in the Choose a trigger panel

Best for: Creating a new Monday item (lead, support ticket, customer record) the moment a brand-new contact reaches out. Output fields:

Field	Type	Description
`name`	Text	Contact’s display name
`phone`	Phone	Number in international format
`country`	Text	Country detected from the phone number
`label`	Text	Label auto-assigned by WhatsAble rules
`message`	Text	Body of the incoming message
`attachment_url`	URL	Direct link to any media attachment
`last_message_time`	Date/Time	Timestamp of the incoming message
`ai_enabled`	Boolean	Whether the AI agent is active for this chat
`automation_note`	Text	Note injected by an upstream automation rule

sent_by and is_incoming are not available on this trigger — the message is always incoming by definition.

Trigger 2 — When New Outgoing Chat Created

Fires: Once, the first time you send a WhatsApp message to a contact that does not yet exist in your WhatsAble system. This trigger activates when your team initiates a conversation with a brand-new contact, whether via WhatsAble’s chat interface, Make, Zapier, n8n, or any connected platform.

WhatsAble trigger: When you send a message to a new WhatsApp contact — Select 'When you send a message to a new WhatsApp contact' in the Choose a trigger panel

Best for: Automatically logging a Monday item when your sales team reaches out to a new prospect. Output fields:

Field	Type	Description
`name`	Text	Contact’s display name (may be blank if not yet resolved)
`phone`	Phone	Contact’s phone number
`country`	Text	Detected country
`label`	Text	Label assigned to the contact
`message`	Text	Body of the outgoing message
`attachment_url`	URL	Link to any attached media
`last_message_time`	Date/Time	Timestamp of the outgoing message
`sent_by`	Text	Sender name — team member or automation/app name
`ai_enabled`	Boolean	Whether the AI agent is active
`automation_note`	Text	Note from an automation rule, if applicable

is_incoming is not available on this trigger — the message is always outgoing by definition.

Trigger 3 — When New Message Received or Sent in WhatsApp

Fires: Every time, for every message — both incoming and outgoing — for any contact, new or existing. Unlike Triggers 1 and 2, this trigger is not limited to first-time contacts. It fires on every message event, making it ideal for keeping Monday items continuously in sync with live conversations.

WhatsAble trigger: When you receive or send any WhatsApp message — Select 'When you receive or send any WhatsApp message' in the Choose a trigger panel

Best for: Updating an existing Monday item’s status, last message time, or activity log every time a conversation progresses. Output fields:

Field	Type	Description
`name`	Text	Contact’s display name
`phone`	Phone	Contact’s phone number
`country`	Text	Detected country
`label`	Text	Assigned label
`message`	Text	Message body
`attachment_url`	URL	URL of any media attachment
`last_message_time`	Date/Time	Message timestamp
`sent_by`	Text	Sender identifier (outgoing messages only)
`is_incoming`	Boolean	`true` if received, `false` if sent
`ai_enabled`	Boolean	AI agent state
`automation_note`	Text	Automation-injected note, if any

Map is_incoming to a Checkbox column in Monday to visually distinguish customer messages from agent replies at a glance.

Trigger quick reference

Trigger	Fires for existing contacts?	Fires multiple times?	Direction
New Incoming Chat Received	No	First time only	Inbound
New Outgoing Chat Created	No	First time only	Outbound
New Message Received or Sent	Yes	Every message	Both

Rule of thumb: Use Triggers 1 and 2 for contact creation. Use Trigger 3 for ongoing conversation updates.

Actions

Actions define what happens when a trigger fires. WhatsAble provides two actions.

Action 1 — Send Template Message

Sends an approved WhatsApp Business template message to a contact.

WhatsAble action: Send a template message — Select 'Send WhatsApp Message' in the Choose an action panel

Configuration:

Select Send Template Message from the WhatsAble action list in Workflow Builder
Choose the template from the dropdown — all Meta-approved templates in your WABA account are listed
Map each template variable (e.g. {{1}}, {{2}}) to a column value from your Monday board
Map the phone number field to your board’s phone/mobile column

Only Meta-approved WhatsApp Business templates appear in the dropdown. Templates pending review will not be listed.

Action 2 — Send Follow-Up Message

This action is currently in development and will be available in a future release. It will support scheduled follow-up messages with timezone-aware delivery windows.

Data field reference

Accessing trigger data: All trigger fields are accessible inside Monday’s action configuration via the dynamic data picker. When mapping a field, click the dropdown and look for Step 1 — [Trigger Name] to find WhatsAble’s data outputs. Boolean fields: ai_enabled and is_incoming return true or false. Map these to Checkbox columns in Monday. They cannot be mapped to text or status columns directly. Attachment handling: attachment_url returns a direct URL to any media file sent in the message — image, video, PDF, or audio. Map it to a Link column to make files accessible from the board. When mapped inside a Create Update action, the media appears inline in the board item’s activity feed. sent_by field: Identifies the sender of an outgoing message — returns the logged-in user’s name from WhatsAble chat UI, or the automation/app name for Make, Zapier, n8n, or API. Not available on Trigger 1 (Incoming Chat). automation_note field: Populated only when a WhatsAble automation rule explicitly injects a note. Blank for manually sent messages or automations without a configured note.

Workflow examples

The following examples are real working workflows you can replicate inside Monday’s Workflow Builder using WhatsAble triggers and actions.

Example 1 — Sync Every WhatsApp Message to Your Board

What it does: Every time a WhatsApp message is sent or received — from any contact, new or existing — this workflow either updates the matching Monday item or creates a new one if it doesn’t exist yet. This is the recommended workflow for teams who want a live, always-current view of their WhatsApp conversations inside Monday. Trigger: When New Message Received or Sent in WhatsApp Workflow structure:

Step 1 — Trigger: When you receive or send any WhatsApp message
Step 2 — Find matching item (Column: mobile)
- Found → Step 3: Create update on the matched item
- Not found → Step 4: Create item on the Development board
  - Step 5: Create update on the new item

Workflow: Sync Every WhatsApp Message to Your Board — Sync Every WhatsApp Message to Your Board — workflow with Find Matching Item, Found/Not found branches

How to build it:

Add trigger and Find Matching Item

Open Workflow Builder on your Monday board → Create Workflow
Add trigger → search WhatsAble → select When New Message Received or Sent in WhatsApp
Add Find Matching Item (Monday native):
- Board: your target board
- Column: your phone/mobile column
- Value: {phone} from Step 1
- If multiple matches: Last Created Item

Configure Found branch

Found branch → Add Create Update:
- Item: Item ID from Step 2
- Update body: {message} from Step 1

Configure Not Found branch

Not Found branch → Add Create Item:
- Board: your target board
- Map Name → {name}, Phone → {phone}, Country → {country}, Label → {label}, Last Message Time → {last_message_time}, AI Active → {ai_enabled}
Below Create Item → Add Create Update:
- Item: Item ID from Step 4
- Update body: {message} from Step 1
Click Publish

Result: New contacts are created automatically. Returning contacts get their board item updated with every new message. The activity feed on each item becomes a full log of the conversation.

This workflow uses Monday’s Find Matching Item block to prevent duplicate items. Phone numbers are matched in E.164 format (e.g. +34612345678) — make sure your mobile column stores numbers in the same format.

Example 2 — Log New Outbound Contacts as Monday Items

What it does: The moment your team sends a WhatsApp message to a contact that doesn’t yet exist in WhatsAble, this workflow automatically creates a Monday item on your board and logs the opening message as a board activity update. Trigger: When New Outgoing Chat Created Workflow structure:

Step 1 — Trigger: When you send a message to a new WhatsApp contact
Step 2 — Create item on the Development board
Step 3 — Create update on the new item (Item ID from Step 2)

Workflow: Log New Outbound Contacts as Monday Items — Log New Outbound Contacts as Monday Items — workflow with Create Item and Create Update

How to build it:

Add trigger and Create Item

Open Workflow Builder → Create Workflow
Add trigger → search WhatsAble → select When New Outgoing Chat Created
Add Create Item (Monday native):
- Board: your target board
- Group: your preferred group (e.g. Leads, Prospects)
- Map Name → {name}, Phone → {phone}, Country → {country}, Label → {label}, Sent By → {sent_by}, Last Message Time → {last_message_time}, AI Active → {ai_enabled}

Add Create Update and publish

Add Create Update:
- Item: Item ID from Step 2
- Update body: {message} from Step 1
Click Publish

Result: Every new outbound conversation your team initiates is instantly captured in Monday — complete with the contact’s details and the first message your team sent. The sent_by field tells you which team member or automation initiated the conversation.

This trigger fires only once per contact — the first time you message them. If the contact already exists in WhatsAble, this workflow will not fire. For ongoing message tracking, combine this workflow with Example 1.

Example 3 — Notify Customer via WhatsApp on Status Change

What it does: When a Monday item’s status column changes, this workflow automatically sends the contact an approved WhatsApp template message. Use it to notify customers when their order is shipped, their ticket is resolved, their proposal is ready, or any other status-driven event. Trigger: Monday native — When status changes to something Workflow structure:

Step 1 — Trigger: When status changes to [value] (Monday native)
Step 2 — Send a template message (WhatsAble action)

Workflow: Notify Customer via WhatsApp on Status Change — Notify Customer via WhatsApp on Status Change — workflow with status trigger and Send Template Message

How to build it:

Add trigger

Open Workflow Builder → Create Workflow
Add trigger → use Monday’s default When status changes to something:
- Select your Status column
- Set the value to the status that should fire the workflow (e.g. Done, Shipped, Resolved)

Add Send Template Message and publish

Add WhatsAble action Send a Template Message:
- Select your approved template from the dropdown
- Map each template variable (e.g. {{1}}) to a board column — typically the contact’s name
- Map Phone Number → your board’s phone/mobile column
Click Publish

Result: The moment your team moves an item to the configured status, the contact automatically receives a WhatsApp message — no manual outreach required.

You can create multiple versions of this workflow for different status values — one for Shipped, another for Resolved, another for Awaiting Payment — each sending a different approved template.

Only Meta-approved WhatsApp Business templates can be sent via this action. Make sure your template is approved before publishing the workflow, or the action will fail silently.

Example use cases

Lead capture

Automatically create Monday items when new WhatsApp contacts reach out

Support tickets

Sync support conversations to your board and track resolution status

Order confirmations

Send template messages when order status changes to Done

Sales follow-up

Log outbound prospecting messages as new Monday items

Activity updates

Keep board items in sync with every message sent or received

Appointment reminders

Trigger WhatsApp reminders when board status changes

Disconnecting

To remove the connection, go to Notifyer Console → Connect To → Monday and click the red Disconnect WhatsAble from Monday button.

Disconnecting immediately stops all active WhatsAble-powered workflows in Monday. Any workflows using WhatsAble triggers or actions will fail until the integration is reconnected.

To reconnect, repeat the connection steps above. Your existing Monday workflow configurations remain intact — only the authorization needs to be re-established.

Best practices

Use Find Matching Item for deduplication

Use Monday’s native Find Matching Item block filtering on the phone column to avoid duplicate items. Match type: equals | Result: last_created_item | Branch: found / not_found

Store phone numbers in E.164 format

WhatsAble returns phone numbers in E.164 format (e.g. +34612345678). Ensure your Monday phone column stores numbers in the same format for reliable matching.

Use templates for compliance

Whenever possible, use pre-approved templates for better deliverability and compliance with WhatsApp Business policies.

Test workflows before production

Always test your workflows with test phone numbers before activating them for production use.

Monitor Run History

Regularly check Run History in Monday’s Workflow Builder to identify and resolve any failed runs.

Troubleshooting

Install WhatsAble button opens Monday but nothing happens

Check popup blocker

Pop-ups may be blocked in your browser. Allow popups from your Notifyer Console URL.

Step 1 still shows incomplete after installation

Refresh the page

Refresh the Notifyer Console page. It needs a reload to detect that Step 1 is complete before enabling the Authorize button.

Authorization screen shows an error

Verify account permissions

Ensure you are authorizing with a Monday account that has admin or sufficient member-level permissions. Guest accounts cannot authorize third-party integrations.

Workflow triggered but no item was created

Check contact status

If using Trigger 1 or 2, verify whether the contact already exists in your WhatsAble system. These triggers only fire for first-time contacts. Use Trigger 3 for existing contacts.

Phone number not matching in Find Matching Item

Verify format

WhatsAble returns phone numbers in E.164 format (e.g. +34612345678). Ensure your Monday phone column stores numbers in the same format.

sent_by field is blank

Understand field availability

sent_by is only populated on outgoing messages. It is always empty on Trigger 1 (Incoming Chat), and blank for incoming messages on Trigger 3.

Workflow shows Failed in Run History

Diagnose the failure

Open Run History in Monday’s Workflow Builder. Expand the failed run to see which step errored. Common causes: unmapped required phone number field on Send Template, invalid template variables, or a deleted board column that was previously mapped.

Technical reference

Show Trigger and action schemas for automation builders

This section describes the integration’s behavior in structured terms for programmatic parsing and AI-assisted automation building.

App identifier in Monday Workflow Builder: Search for “WhatsAble” or “Words”. App category: “Automation with AI”.Trigger schemas:

Trigger: when_new_incoming_chat_received
  fires_once_per_contact: true
  direction: inbound
  output_fields: name, phone, country, label, message, attachment_url,
                 last_message_time, ai_enabled, automation_note

Trigger: when_new_outgoing_chat_created
  fires_once_per_contact: true
  direction: outbound
  output_fields: name, phone, country, label, message, attachment_url,
                 last_message_time, sent_by, ai_enabled, automation_note

Trigger: when_new_message_received_or_sent
  fires_once_per_contact: false
  fires_on_every_message: true
  direction: both
  output_fields: name, phone, country, label, message, attachment_url,
                 last_message_time, sent_by, is_incoming, ai_enabled, automation_note

Action schemas:

Action: send_template_message
  status: available
  required_inputs: template_id, phone_number
  optional_inputs: template_variables[] (mapped from board columns)

Action: send_follow_up_message
  status: in_development

Idempotency notes:

Triggers 1 and 2 are inherently idempotent per contact (fire at most once per phone number)
Trigger 3 fires on every message event and requires explicit deduplication via the Find Matching Item pattern

Need help?

Our support team is ready to assist you:

Email support

Contact team@whatsable.app

Schedule a demo

Book a personalized walkthrough

Live chat

Click the green chat button in the bottom right corner of the Notifyer System dashboard

For additional automation platform integrations (Make, Zapier, n8n, Pipedrive), please contact our support team or check our integration documentation.

​Notifyer System Integration with Monday.com

​Prerequisites

Notifyer System Account

Monday.com Account

​Setting up your Notifyer System account

Text

Images

Documents

Videos

​Connect Notifyer System to Monday.com

​Workflow automation

​What you can do

Sync leads to boards

Keep items in sync

Trigger from status

Map WhatsApp data

​Triggers

​Trigger 1 — When New Incoming Chat Received

​Trigger 2 — When New Outgoing Chat Created

​Trigger 3 — When New Message Received or Sent in WhatsApp

​Trigger quick reference

​Actions

​Action 1 — Send Template Message

​Action 2 — Send Follow-Up Message

​Data field reference

​Workflow examples

​Example 1 — Sync Every WhatsApp Message to Your Board

​Example 2 — Log New Outbound Contacts as Monday Items

​Example 3 — Notify Customer via WhatsApp on Status Change

​Example use cases

Lead capture

Support tickets

Order confirmations

Sales follow-up

Activity updates

Appointment reminders

​Disconnecting

​Best practices

​Troubleshooting

​Technical reference

​Need help?

Email support

Schedule a demo

Live chat

Notifyer System Integration with Monday.com

Prerequisites

Setting up your Notifyer System account

Connect Notifyer System to Monday.com

Workflow automation

What you can do

Triggers

Trigger 1 — When New Incoming Chat Received

Trigger 2 — When New Outgoing Chat Created

Trigger 3 — When New Message Received or Sent in WhatsApp

Trigger quick reference

Actions

Action 1 — Send Template Message

Action 2 — Send Follow-Up Message

Data field reference

Workflow examples

Example 1 — Sync Every WhatsApp Message to Your Board

Example 2 — Log New Outbound Contacts as Monday Items

Example 3 — Notify Customer via WhatsApp on Status Change

Example use cases

Disconnecting

Best practices

Troubleshooting

Technical reference

Need help?