Monday.com board sync
How WhatsAble matches a WhatsApp contact to a Monday.com item, and what it writes into columns and item updates.
Once a number has Sync this number on, and a workspace, board, phone column and name column saved, WhatsAble writes that number's WhatsApp conversations onto the board.
Messages your team sends from the inbox, your AI agent, a broadcast or the API sync the same way as a reply you type in Monday.com. Sync does not have to be on for workflows to run, and workflows do not turn sync on.
Match a contact to an item
WhatsAble looks up the item in this order:
- The contact's phone number in the Phone column. It tries the full international number with the + sign and without it.
- When the contact has no phone number, and you mapped a WhatsApp username column, the username in that column.
A new item is titled with the contact's name, and the phone number is written into the phone column. Later messages update the columns you mapped, including Name.
When nothing matches and Create new item if it does not exist on your board is off, WhatsAble writes nothing for that contact.
What gets written
| Place | What you see |
|---|---|
| Mapped columns | The latest name, messages, labels, notes and message times you chose on Connect. Message times use the account timezone. |
| Item updates | One line per message when Add message into item update section is on. A contact's message looks like "Ada : Hello". A message from your business looks like "You", or "You (Sam)" with the teammate or the source. A voice note with a transcript shows the transcript. |
| Files | Images, documents, audio and video of up to 50 MB are attached to the update. |
With an interval other than Instantly, an item that already exists receives the messages of that period in one update, and each line includes the date and time. A new item is still created, and its first message written, immediately.
On an item update you can like, reply, and mention a teammate, the same as any other Monday.com update.
Chat on the item
The chat is the WhatsAble inbox, inside Monday.com. You can read and reply, switch among your WhatsApp numbers, send an approved template, and pick up a conversation without opening the WhatsAble dashboard. Opening an item focuses the conversation whose phone number, or username when there is no phone, is on that item. An AI reply shows as the agent. A teammate's reply shows that person's name.
The chat does not use the sync switches. It can open when sync is off and when Name is not mapped.
Add it to an item
Open the item, click Add view, then Explore more views → Installed apps. Add WhatsApp Live Chat by WhatsAble and open that tab.
Or open it from My Work
In Monday.com, open My Work, expand the sidebar, and click WhatsApp Live Chat Via WhatsAble. That view is every conversation, not only the open item.
If the tab offers Connect WhatsAble, the account is not connected yet. Follow Connect. If it says no WhatsApp number is connected, connect one in Settings → Business Numbers.