> ## Documentation Index
> Fetch the complete documentation index at: https://docs.whatsable.app/llms.txt
> Use this file to discover all available pages before exploring further.
# Monday.com
> Learn how to seamlessly integrate Monday.com with the Notifyer System for automated WhatsApp messaging directly inside your boards
# Notifyer System Integration with Monday.com
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:
Active Notifyer System account with a connected WhatsApp number and subscription plan (Pro or Agency)
Access to [Monday.com](https://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](https://console.notifyer-systems.com/)
## Setting up your Notifyer System account
Before sending WhatsApp messages, you must complete the platform [embedding process](/guides/notifyer-system/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.
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:
WhatsApp templates are pre-approved message formats that allow for personalization while maintaining compliance with WhatsApp policies.
Go to **Your Templates** in your Notifyer dashboard
Click the **Create Template** tab at the top of the page
Complete the template creation form with the following details:
Choose a descriptive name for internal reference
Choose your template's primary language
Select the appropriate message category
Optional: Add an image, document, or video header
Craft your message content
Add placeholders using `{{1}}`, `{{2}}` format for personalization
Optional: Configure call-to-action buttons
Click **Preview and Submit**
Templates typically get reviewed within 24 hours. Creating compliant templates that avoid promotional language increases approval chances.
For simpler communications within the 24-hour window, you can send non-template messages that include:
Plain text messages within the 24-hour window
Photos and graphics in supported formats
PDFs, Word docs, and other file types
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.
1. Log in to your **Notifyer Console**
2. In the left sidebar, scroll to the **Connect To** section
3. Click **Monday** from the list of available integrations (Make, Zapier, n8n, Pipedrive, Monday)
The Monday integration page opens with the **Get Started in 3 Simple Steps** panel.
1. On the integration page, click the green **Install WhatsAble** button next to Step 1
2. You will be redirected to the Monday.com marketplace listing
3. Follow Monday's standard installation flow to add WhatsAble to your workspace
If you are already logged into Monday.com in your browser, the installation proceeds directly. Otherwise, Monday will prompt you to log in first.
1. Sign in to Monday.com using **Email and password**, **Google**, or **Microsoft**
2. Review the permission consent screen titled **Authorize WhatsAble — WhatsApp Automation with AI**
3. Click **Authorize** to grant the required permissions
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.
After authorization, you will be redirected back to the Notifyer Console. The green **Successfully Connected to Monday** banner confirms the integration is live.
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
Create a Monday item automatically when a new WhatsApp contact messages your business
Update existing items when follow-up messages are sent or received
Send WhatsApp template messages when board item status changes
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.
**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.
**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.
**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.
**Configuration:**
1. Select **Send Template Message** from the WhatsAble action list in Workflow Builder
2. Choose the template from the dropdown — all Meta-approved templates in your WABA account are listed
3. Map each template variable (e.g. `{{1}}`, `{{2}}`) to a column value from your Monday board
4. 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
**How to build it:**
1. Open **Workflow Builder** on your Monday board → **Create Workflow**
2. Add trigger → search *WhatsAble* → select **When New Message Received or Sent in WhatsApp**
3. 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
4. **Found** branch → Add **Create Update**:
* **Item:** Item ID from Step 2
* **Update body:** `{message}` from Step 1
5. **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}`
6. Below Create Item → Add **Create Update**:
* **Item:** Item ID from Step 4
* **Update body:** `{message}` from Step 1
7. 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)
**How to build it:**
1. Open **Workflow Builder** → **Create Workflow**
2. Add trigger → search *WhatsAble* → select **When New Outgoing Chat Created**
3. 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}`
4. Add **Create Update**:
* **Item:** Item ID from Step 2
* **Update body:** `{message}` from Step 1
5. 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)
**How to build it:**
1. Open **Workflow Builder** → **Create Workflow**
2. 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)
3. 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
4. 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
Automatically create Monday items when new WhatsApp contacts reach out
Sync support conversations to your board and track resolution status
Send template messages when order status changes to Done
Log outbound prospecting messages as new Monday items
Keep board items in sync with every message sent or received
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 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`
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.
Whenever possible, use pre-approved templates for better deliverability and compliance with WhatsApp Business policies.
Always test your workflows with test phone numbers before activating them for production use.
Regularly check **Run History** in Monday's Workflow Builder to identify and resolve any failed runs.
***
## Troubleshooting
Pop-ups may be blocked in your browser. Allow popups from your Notifyer Console URL.
Refresh the Notifyer Console page. It needs a reload to detect that Step 1 is complete before enabling the Authorize button.
Ensure you are authorizing with a Monday account that has admin or sufficient member-level permissions. Guest accounts cannot authorize third-party integrations.
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.
WhatsAble returns phone numbers in E.164 format (e.g. `+34612345678`). Ensure your Monday phone column stores numbers in the same format.
Only Meta-approved templates are listed. Check the template status in Notifyer under **Settings → Templates**.
`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.
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
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:
Contact [team@whatsable.app](mailto:team@whatsable.app)
Book a personalized walkthrough
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.