> ## 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.
# Get Started with WhatsAble for monday.com
> Connect WhatsApp Business to your monday boards—from install and Meta setup to templates, workflows, and Live Chat. Includes video walkthrough and free setup offer.
# WhatsAble + monday.com
WhatsAble connects WhatsApp Business to your monday boards. This guide takes you from zero to a working WhatsApp automation inside monday.
If you’d rather we set this up for you, [**book a free setup call**](https://tidycal.com/axelmeta/whatsapp-notifications-by-whatsable)—included for all customers, even during the free trial.
***
## Quick setup (3 steps)
Go to [**whatsable.app**](https://www.whatsable.app) and create your account
Connect your WhatsApp Business number through WhatsAble and Meta—the detailed steps are in **[Connect your WhatsApp Business number](#2-connect-your-whatsapp-business-number-with-meta-through-whatsable)** below.
Install WhatsAble from the monday marketplace, then build workflows and use **Live Chat** on your boards. Follow the **[Step-by-step walkthrough](#step-by-step-walkthrough)** from the beginning.
**Full video walkthrough:** [**Watch on YouTube**](https://youtu.be/3cc4uvtF7AY) (same embedded video above).
***
## Step-by-step walkthrough
### 1. Install WhatsAble on monday
In the [monday marketplace](https://monday.com/marketplace), click **Install WhatsAble**. This opens monday and asks for permission to install.
There is a **second step** right after: click **Authorize**. Both steps are needed—if you skip authorization, the integration will not work.
Continue through the authorize flow until it completes.
**What you’ll see if authorization is still pending:** When you open the **WhatsAble Live Chat** tab on any board item, you may see a screen asking you to **Connect WhatsAble Notifyer**. Click **Open authorization** to finish. If a new tab does not open, click **Retry session**.
Once authorized, you’ll see a confirmation such as **“Connected successfully to monday.”**
### 2. Connect your WhatsApp Business number with Meta (through WhatsAble)
Inside WhatsAble, click [**Connect WhatsApp**](https://notifyer.whatsable.app/onboarding/whatsapp-connection) and follow the flow through **Step 2**.
You can skip or ignore prompts to **subscribe** at first—keep going until **Step 2**, where you’ll see the green **Connect your WhatsApp number** [**button**](https://notifyer.whatsable.app/onboarding/whatsapp-connection).
**If your number is not connected yet:** The **WhatsAble Live Chat** tab can show a WhatsApp setup screen with a green **Open WhatsApp connection** button. Click it to start the Meta connection flow; if nothing opens in a new tab, use **Retry session**.
When you click it, you’ll be sent to Meta to log into your Facebook Business portfolio. From there:
1. **Select your business portfolio**.
2. **Choose** your existing WhatsApp Business Account, or **create** a new one.
3. **Select (or create) a Facebook page**—you don't need to actively use it, it just needs to exist
4. **Select an ad account**.
5. **Choose how to attach a number:**
* **Option A:** Use a number WhatsApp provides for you (no number of your own needed)
* **Option B:** **Connect your existing WhatsApp Business number**—either select it if it's already linked, or enter it manually and scan the QR code.
### 3. Add a payment method (do not skip)
WhatsApp messaging from the Cloud API normally requires a **billing method on the WhatsApp side**. Many people skip this—and then sends fail.
Typical places to add payment in Meta:
* Open [**business.facebook.com**](https://business.facebook.com/), go to **Settings** (often bottom-left) → **Accounts** → **WhatsApp accounts** → select your **Phone number** → open **Summary** and scroll to **Payment settings** → **Add payment method**.
* Alternatively, explore **Billing** / **Payments** sections in Meta Business Suite or Business Settings until you locate **payment method for WhatsApp** (UI labels change over time).
If Meta **rejects your card**, contact [**team@whatsable.app**](mailto:team@whatsable.app)—we’ll help troubleshoot.
Even if you already have a payment method for **Ads**, you may still need one **explicitly tied to WhatsApp** / conversation-based billing depending on how your Meta account was set up.
### 4. Create your first template
A template is the message format WhatsApp uses when you send something from monday. For example: a welcome message when a lead’s status changes to "Qualified."
To create one:
1. Go to the template area ([**click here**](https://notifyer.whatsable.app/create-template)).
2. Give your template a name.
3. Leave the category as **Marketing** (unless it’s a transactional notification, then use **“Utility”**).
4. Write your message. To insert dynamic fields like a contact’s name, click **Add variable** — for example: `Hi {{1}}, thank you for your interest in {{2}}.`
5. Add **example values** so Meta understands what the variables represent (e.g. **“Alex”** for name, **“Product Name”** for product).
6. Optionally add **buttons** — quick replies like **“Yes, I want info”** or URL buttons that can be static or dynamic per contact.
7. Click **Submit for approval**.
Meta usually approves templates in under a minute. After being approved, the template will appear in your Monday workflow.
### 5. Set up your AI agent (optional)
WhatsAble can run an AI agent beside human replies:
* Give it a **name** (for example **“Lead qualifier”**).
* Describe your **business mission** and paste **product / FAQ knowledge**.
* Define **human handoff** rules—for example *“If a customer mentions a deal over \$5 000, notify a human.”*
When handoff fires, Notifyer/WhatsAble can notify you (**Notifyer by WhatsAble** mobile apps on [**iOS**](https://apps.apple.com/es/app/notifyer-by-whatsable/id6743722183?l=en-GB) and [**Android**](https://play.google.com/store/apps/details?id=com.chatmobile.chat_mobile)).
The agent can also **follow up proactively** when a conversation goes quiet—within the rules you set.
### 6. Invite your team
You can [**add team members and control what they see**](https://notifyer.whatsable.app/role-management):
| Access type | Meaning |
| ------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **All labels** | Sees every conversation you grant them. |
| **Specific labels** | Only conversations with certain labels—useful when routing by region, product line, or role. Conversations can be **auto-assigned** by label rules according to how you configure the product. |
Access can be changed at any time.
[**Video tutorial here**](https://youtu.be/3cc4uvtF7AY)
### 7. Build your monday workflows
Inside any board, click **+** on the workflows area and compose automations.
#### Outbound: send WhatsApp when monday changes
**Example:** when a lead’s **status** becomes **Qualified**:
1. **Trigger:** Status changes to → **Qualified**.
2. **Action:** Search for **WhatsAble** → **Send WhatsApp message** (or equivalent).
3. Pick your **approved template**.
4. **Map columns:** name variable ← name column; **recipient / phone** ← phone column (field names vary by recipe).
5. **Publish.**
#### Inbound: Update monday when WhatsApp activity happens
WhatsAble gives you three inbound triggers:
| Trigger | Use case |
| ----------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| When you send a message to a new WhatsApp contact | You messaged someone new (e.g. a Facebook Lead Ads contact). Use this to create a new monday item. |
| When you send or receive any WhatsApp message | Use this to log every message into the activity tab of the matching monday item. Pair it with Find matching item (by phone number) to update the right record. |
| When you receive a WhatsApp message from a new number | An inbound lead messages you and isn't in monday yet. Use this to auto-create a new item. |
For "find matching item," select your board and use the phone field to match. Then choose what happens if the item is found or not found.
### 8. See WhatsApp messages directly inside any monday item
This is one of the most useful parts of WhatsAble. Every WhatsApp message your team sends or receives gets logged into the Updates section of the matching monday item — so you have full conversation history right next to the lead's details.
When you open any item, you'll see entries like "Last message by Axel Meta: hi" or "Last message by: Delivery Feedback Request — Hi Joe Harris, could you please give us a feedback…" — with the exact date, time, and the team member or template that sent it. You can like, reply, and mention teammates on each message just like any other monday update.
### 9. Use the Live Chat view inside monday
For active, two-way conversations, go to **My Work** in monday and expand the sidebar. You'll see **WhatsAble Live Chat** as a tab.
Click it — no extra login needed — and you can read and reply to every WhatsApp conversation right inside monday. AI replies are labeled as AI; human replies show which team member sent them.
You can also open the Live Chat as a tab on any individual item (next to Updates, Files, and Activity Log) to see only that contact's conversation.
***
## What you can do
* Send **WhatsApp messages automatically from monday boards**
* Get notified when a contact replies
* **Sync contacts & messages** between WhatsApp and monday
* View full WhatsApp conversations inside any board item — no extra login needed
* See every WhatsApp message logged in the Updates section of each item, with full team attribution
* Run an AI agent that qualifies leads and follows up automatically
* Bulk-message contacts by uploading a CSV (broadcasting)
* Reply on the go with our iOS and Android apps
* Connect with Zapier, Make, or n8n for deeper workflows
* See message analytics and access API keys for custom integrations
***
## Helpful Resources
📖 Documentation: [docs.whatsable.app](https://docs.whatsable.app)
🎬 YouTube tutorials: [youtube.com/@TheWhatsAutomator](https://www.youtube.com/@TheWhatsAutomator)
📧 Support: [team@whatsable.app](mailto:team@whatsable.app)
📅 Free setup call: [Book a session](https://tidycal.com/axelmeta/whatsapp-notifications-by-whatsable)
***
## Need help?
Chat with us directly on [whatsable.app](https://www.whatsable.app) — click the green button in the bottom right corner.
Setup help is completely free for all customers, including during your free trial. If you'd rather have us configure your templates and workflows for you, just [book a call](https://tidycal.com/axelmeta/whatsapp-notifications-by-whatsable).
There is a **second step** right after: click **Authorize**. Both steps are needed—if you skip authorization, the integration will not work.
**What you’ll see if authorization is still pending:** When you open the **WhatsAble Live Chat** tab on any board item, you may see a screen asking you to **Connect WhatsAble Notifyer**. Click **Open authorization** to finish. If a new tab does not open, click **Retry session**.
Once authorized, you’ll see a confirmation such as **“Connected successfully to monday.”**
When you click it, you’ll be sent to Meta to log into your Facebook Business portfolio. From there:
1. **Select your business portfolio**.
2. **Choose** your existing WhatsApp Business Account, or **create** a new one.
3. **Select (or create) a Facebook page**—you don't need to actively use it, it just needs to exist
4. **Select an ad account**.
5. **Choose how to attach a number:**
* **Option A:** Use a number WhatsApp provides for you (no number of your own needed)
* **Option B:** **Connect your existing WhatsApp Business number**—either select it if it's already linked, or enter it manually and scan the QR code.
### 3. Add a payment method (do not skip)
WhatsApp messaging from the Cloud API normally requires a **billing method on the WhatsApp side**. Many people skip this—and then sends fail.
Typical places to add payment in Meta:
* Open [**business.facebook.com**](https://business.facebook.com/), go to **Settings** (often bottom-left) → **Accounts** → **WhatsApp accounts** → select your **Phone number** → open **Summary** and scroll to **Payment settings** → **Add payment method**.
* Alternatively, explore **Billing** / **Payments** sections in Meta Business Suite or Business Settings until you locate **payment method for WhatsApp** (UI labels change over time).
### 4. Create your first template
A template is the message format WhatsApp uses when you send something from monday. For example: a welcome message when a lead’s status changes to "Qualified."
To create one:
1. Go to the template area ([**click here**](https://notifyer.whatsable.app/create-template)).
2. Give your template a name.
3. Leave the category as **Marketing** (unless it’s a transactional notification, then use **“Utility”**).
4. Write your message. To insert dynamic fields like a contact’s name, click **Add variable** — for example: `Hi {{1}}, thank you for your interest in {{2}}.`
5. Add **example values** so Meta understands what the variables represent (e.g. **“Alex”** for name, **“Product Name”** for product).
6. Optionally add **buttons** — quick replies like **“Yes, I want info”** or URL buttons that can be static or dynamic per contact.
7. Click **Submit for approval**.
Meta usually approves templates in under a minute. After being approved, the template will appear in your Monday workflow.
### 5. Set up your AI agent (optional)
WhatsAble can run an AI agent beside human replies:
* Give it a **name** (for example **“Lead qualifier”**).
* Describe your **business mission** and paste **product / FAQ knowledge**.
* Define **human handoff** rules—for example *“If a customer mentions a deal over \$5 000, notify a human.”*
When handoff fires, Notifyer/WhatsAble can notify you (**Notifyer by WhatsAble** mobile apps on [**iOS**](https://apps.apple.com/es/app/notifyer-by-whatsable/id6743722183?l=en-GB) and [**Android**](https://play.google.com/store/apps/details?id=com.chatmobile.chat_mobile)).
The agent can also **follow up proactively** when a conversation goes quiet—within the rules you set.
### 6. Invite your team
You can [**add team members and control what they see**](https://notifyer.whatsable.app/role-management):
| Access type | Meaning |
| ------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **All labels** | Sees every conversation you grant them. |
| **Specific labels** | Only conversations with certain labels—useful when routing by region, product line, or role. Conversations can be **auto-assigned** by label rules according to how you configure the product. |
Access can be changed at any time.
[**Video tutorial here**](https://youtu.be/3cc4uvtF7AY)
### 7. Build your monday workflows
Inside any board, click **+** on the workflows area and compose automations.
#### Outbound: send WhatsApp when monday changes
**Example:** when a lead’s **status** becomes **Qualified**:
1. **Trigger:** Status changes to → **Qualified**.
2. **Action:** Search for **WhatsAble** → **Send WhatsApp message** (or equivalent).
3. Pick your **approved template**.
4. **Map columns:** name variable ← name column; **recipient / phone** ← phone column (field names vary by recipe).
5. **Publish.**
#### Inbound: Update monday when WhatsApp activity happens
WhatsAble gives you three inbound triggers:
| Trigger | Use case |
| ----------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| When you send a message to a new WhatsApp contact | You messaged someone new (e.g. a Facebook Lead Ads contact). Use this to create a new monday item. |
| When you send or receive any WhatsApp message | Use this to log every message into the activity tab of the matching monday item. Pair it with Find matching item (by phone number) to update the right record. |
| When you receive a WhatsApp message from a new number | An inbound lead messages you and isn't in monday yet. Use this to auto-create a new item. |
For "find matching item," select your board and use the phone field to match. Then choose what happens if the item is found or not found.
### 8. See WhatsApp messages directly inside any monday item
This is one of the most useful parts of WhatsAble. Every WhatsApp message your team sends or receives gets logged into the Updates section of the matching monday item — so you have full conversation history right next to the lead's details.
When you open any item, you'll see entries like "Last message by Axel Meta: hi" or "Last message by: Delivery Feedback Request — Hi Joe Harris, could you please give us a feedback…" — with the exact date, time, and the team member or template that sent it. You can like, reply, and mention teammates on each message just like any other monday update.
### 9. Use the Live Chat view inside monday
For active, two-way conversations, go to **My Work** in monday and expand the sidebar. You'll see **WhatsAble Live Chat** as a tab.
Click it — no extra login needed — and you can read and reply to every WhatsApp conversation right inside monday. AI replies are labeled as AI; human replies show which team member sent them.
You can also open the Live Chat as a tab on any individual item (next to Updates, Files, and Activity Log) to see only that contact's conversation.
***
## What you can do
* Send **WhatsApp messages automatically from monday boards**
* Get notified when a contact replies
* **Sync contacts & messages** between WhatsApp and monday
* View full WhatsApp conversations inside any board item — no extra login needed
* See every WhatsApp message logged in the Updates section of each item, with full team attribution
* Run an AI agent that qualifies leads and follows up automatically
* Bulk-message contacts by uploading a CSV (broadcasting)
* Reply on the go with our iOS and Android apps
* Connect with Zapier, Make, or n8n for deeper workflows
* See message analytics and access API keys for custom integrations
***
## Helpful Resources
📖 Documentation: [docs.whatsable.app](https://docs.whatsable.app)
🎬 YouTube tutorials: [youtube.com/@TheWhatsAutomator](https://www.youtube.com/@TheWhatsAutomator)
📧 Support: [team@whatsable.app](mailto:team@whatsable.app)
📅 Free setup call: [Book a session](https://tidycal.com/axelmeta/whatsapp-notifications-by-whatsable)
***
## Need help?
Chat with us directly on [whatsable.app](https://www.whatsable.app) — click the green button in the bottom right corner.
Setup help is completely free for all customers, including during your free trial. If you'd rather have us configure your templates and workflows for you, just [book a call](https://tidycal.com/axelmeta/whatsapp-notifications-by-whatsable).