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.
Install the WhatsAble app on a Monday.com account and connect it to your WhatsAble organization. Then choose, for each WhatsApp number, which board receives that number's conversations.
Only an owner or an admin can connect or disconnect Monday.com in WhatsAble. Each Monday.com account links to one WhatsAble organization.
You can connect from a Monday.com item, or from the WhatsAble dashboard. Both need the app installed, a Monday.com account, and a WhatsAble account. The integration does not work until this authorization is finished.
Install the app
Open the marketplace listing
Open WhatsAble - WhatsApp with AI and click Install.
Choose the workspace
Select the workspace, then click Install.
Authorize
Approve the permissions below. When it succeeds, WhatsAble shows "Monday.com connected." Existing conversations then show in the live chat.
If the app is already installed, skip this and connect from the item or from WhatsAble.
Connect from an item
Open an item
Open your board, then open any item.
Add the chat view
Click Add view. Choose Explore more views, then Installed apps. Find WhatsApp Live Chat by WhatsAble and click Add to item.
Connect
Open the WhatsApp Live Chat by WhatsAble tab. If WhatsAble is not connected yet, click Connect WhatsAble.
The same view is also under My Work: expand the sidebar and open WhatsApp Live Chat Via WhatsAble. No second login. If the tab says no WhatsApp number is connected, connect one in Settings → Business Numbers.
Connect from WhatsAble
Install the app
The first time, open WhatsAble - WhatsApp with AI and install it on the Monday.com account. If the app is already installed, skip this step.
Open the Monday.com page
In WhatsAble, open Integrations → Monday.com and click Connect Monday.com.
Approve the app
Monday.com opens. Sign in if it asks you to. Review the permissions and approve WhatsAble.
| Permission | Why WhatsAble needs it |
|---|---|
| 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 |
Confirm the connection
Monday.com sends you back to WhatsAble. The message "Monday.com connected." shows, with the account, the connected date, the company ID and the Monday.com user.
WhatsAble is an official Meta Tech Provider.
Choose what syncs
The Monday.com page shows these settings before you connect, with the controls disabled. After you connect, set them and click Save changes. The message "Monday.com settings saved." confirms the save. Nothing is written to a board until you save.
When activities sync
These two settings apply to the whole Monday.com account.
| Setting | Options | What it does |
|---|---|---|
| Interval | Instantly, Every 10 min, Every 30 min, Every 60 min / 1 hour | How often WhatsAble writes messages onto items that already exist. With an interval, the messages of that period go into one update. |
| Timezone | Any timezone | The timezone of message times in updates and date columns. WhatsAble sets it from your browser when you connect. You can change it. |
The interval applies to an item that already exists. When WhatsAble creates a new item, it writes the first message at once.
Each WhatsApp number
Each connected WhatsApp number has its own card.
When it is off, WhatsAble does not write this number's messages to Monday.com. Workflows for the number are a separate switch.
When it is on, a message received or sent on this number can start a Monday.com workflow. See Workflows.
Workspace is required. Board and Phone column stay disabled until a workspace is selected. Changing the workspace clears the board and the phone column.
| Field | Required | What it does |
|---|---|---|
| Workspace | Yes | The Monday.com workspace of the board |
| Board | Yes | The board that holds the contacts for this number |
| Phone column | Yes | The column WhatsAble matches against the contact's phone number |
| WhatsApp username column | No | Used only when the contact has no phone number. Add WhatsApp username column adds a text column named "WhatsApp Username" and selects it. The button stays off until a board is selected |
Column mapping
Name is required. WhatsAble also uses it as the title of an item it creates. The other fields are optional. Leave a field empty and WhatsAble does not write it.
| Field | What WhatsAble writes |
|---|---|
| Name | The contact's name |
| Last incoming message | The text of the last message from the contact |
| Last outgoing message | The text of the last message from your business |
| Labels | The contact's labels in WhatsAble |
| Note | The contact's note in WhatsAble |
| Automation note | The automation note on the contact |
| Last outgoing message time | When your business last sent a message |
| Last incoming message time | When the contact last sent a message |
| Outgoing message send by | Who sent the last message from your business |
Message and name fields go into text or long text columns. Time fields go into date columns, in the account timezone.
Sync options
Each WhatsApp message is an update on the matching item. With it off, WhatsAble can still update columns and does not add an update line.
WhatsAble creates an item when the phone number, or the WhatsApp username when there is no phone, is not on the board yet. With it off, a contact who matches nothing is skipped.
What those writes look like on the item is on Board sync.