Monday.com
Connect a Monday.com account so WhatsApp conversations land on board items, and Monday.com workflows can send WhatsApp templates.
WhatsAble connects your WhatsApp Business number to your Monday.com boards. A board can send an approved template, log the conversation on the matching item, and start a workflow when a message arrives.
If you want us to do the setup for you, book a free setup call. The call is free for all customers, also during the free trial.
Quick setup
Create your WhatsAble account
Open console.whatsable.app/sign-up and create your account.
Connect your WhatsApp Business number
In WhatsAble, open Settings → Business Numbers and click Connect WhatsApp. Meta will not deliver messages until the WhatsApp account has its own payment method. The number, the payment method, your first template, the AI agent and your team are in Get started with WhatsAble for monday.com.
Connect Monday.com and automate
Install the app, connect the account, then map each number on Connect. Send from a board on Workflows, or reply from the item on Board sync.
Full video walkthrough: Watch on YouTube.
Authentication details
Connect guideOAuth app install
Install WhatsAble - WhatsApp with AI on the Monday.com account, then open Integrations → Monday.com and click Connect Monday.com.
Monday.com asks for these permissions:
| Permission | Why |
|---|---|
| Read your profile | Identify the Monday.com user who connects |
| Read your boards | List boards and columns, and find the item for a phone number |
| Write to your boards | Create items and write column values |
| Read your workspaces | List workspaces |
| Write updates | Add WhatsApp messages as item updates |
One WhatsAble organization connects to one Monday.com account. After it is connected, each WhatsApp number writes to the board you choose, and a Monday.com workflow can send an approved WhatsApp template.
Quick reference
| Property | Value |
|---|---|
| Where you connect | Integrations → Monday.com |
| Install | WhatsAble - WhatsApp with AI on the Monday.com marketplace |
| What it syncs | Contacts and messages onto one board per WhatsApp number |
| Interval | Instantly by default. Also every 10, 30 or 60 minutes. An interval batches an item that already exists. A new item is written at once |
| Sync this number | On, until you turn it off |
| Item updates | On, until you turn Add message into item update section off |
| Create a missing item | On, until you turn Create new item if it does not exist off |
| Start workflows | Off, until you turn Start workflows for this number on |
| Timezone | Taken from your browser when you connect. Message times in updates and date columns use it |
| Who can connect | An owner or an admin in WhatsAble, and a Monday.com admin or member. A guest cannot install the app |
| Accounts | One Monday.com account for each WhatsAble organization |
| Plans | Pro and Agency. A new account that has not subscribed yet can use it, with up to 2 contacts. Basic cannot |
| Files on an update | Up to 50 MB |
| Chat | The WhatsAble inbox, on the Monday.com item. It does not require sync to be on |
Before you start
Connect a WhatsApp number in WhatsAble before you send messages. The embedding process does that.
A workflow can send only a template Meta has approved. Create those in Message templates first.
The person who approves the app in Monday.com must be an admin or a member of that account.
Connect
The first time, install the app, then click Connect Monday.com. If the app is already installed, click Connect Monday.com.
Monday.com sends you back to WhatsAble. The page shows "Monday.com connected." with the account, the connected date, the company ID and the Monday.com user. Pick the workspace, board and columns for each number, then click Save changes. Nothing is written until you save.
The full steps are on Connect.
In this section
Connect
Install the app, connect the account, and choose the board and columns for each WhatsApp number
Board sync
How WhatsAble matches a contact to an item, and what it writes into columns and updates
Workflows
Start a Monday.com workflow from a WhatsApp message, or send a template from a board
Limits and errors
What the connection does not do, and the message WhatsAble shows when a connect, a sync or a workflow does not run
Also in WhatsAble
These are set up in WhatsAble, not on the Monday.com page. Messages they send still sync to the board when Sync this number is on.
AI agents
Qualify leads and follow up when a conversation goes quiet. A handoff can notify your team
Broadcasts
Send one approved template to many contacts from a file in WhatsAble
Team access
Invite people, and limit a member to certain numbers or labels
Zapier, Make and n8n
Connect WhatsAble to other tools. Make and n8n have their own guides
Sidekick in Monday.com can run Send WhatsApp Message from a chat instruction. It cannot change sync settings or start the WhatsApp trigger. The fields it can fill are on Workflows.
Related
Uninstall
What stops when the WhatsAble app is removed from Monday.com, and what stays
Message templates
The approved templates a Monday.com workflow can send
Shared team inbox
The inbox your team uses, including the chat on a Monday.com item
Connect WhatsApp Business
Connect the WhatsApp number before Monday.com can send
Pipedrive
Connect WhatsAble to Pipedrive to log WhatsApp conversations as activities, create persons, deals and leads, and send WhatsApp messages from deals and persons.
Connect Monday.com
Install the WhatsAble app on a Monday.com account, connect it to WhatsAble, and choose the board and columns for each WhatsApp number.