monday.com and Salesflare

Helps you move projects forward fast.

Project Management monday.com ↗

How to connect monday.com

What you can automate

  • When new Board's Subscribers in monday.com, create a contact in Salesflare.

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Features

  • Log tasks with customized processes and states for each stage
  • Create color-coded stages to review project progress at a glance
  • Organize tasks in groups with drag-and-drop
  • Add files, notes, and Q&A sections to tasks
  • See who tasks are assigned to and who has seen task updates at a glance
  • Update your team on progress with the internal feed
  • Keep in touch with your team with a User List of contact data for everyone in your account
  • iOS and Android apps available

Pricing

Free plan available. On annual billing, Basic starts around $9/seat/month, Standard $12/seat/month, and Pro $19/seat/month; enterprise/high-end plans are custom and team-size bands apply. Current pricing.

monday.com operations on Zapier

Triggers (12)

Start a workflow when this happens

  • Any Column Value Changed in Board — Triggers when any column's value is changed in the selected board.
  • Any Subitem Column Value Changed in Board — Triggers when any subitem column's value is changed in the selected board.
  • Item Moved to Group (Same or Different Board) — Triggers when an item is moved to a group (same or different board).
  • New Board — Triggers when a new board is created.
  • New Item in Board — Triggers when an item is created in a specific board.
Show 7 more triggers
  • New Subitem Update in Board — Triggers when a new update is posted on a subitem in the selected board.
  • New Subitem on Board — Triggers when a new subitem on a specific board is created.
  • New Update in Board — Triggers when a new update is posted on a board.
  • New User — Triggers when a new user joins your monday.com account.
  • Specific Column Value Changed in Board — Triggers when a specific column's value changes in the selected board.
  • Specific Columns Values Changed in Board — Triggers when one of the specified columns' value is changed in the selected board.
  • Specific Subitem Column Value Changed in Board — Triggers when a specific column's value changes in a subitem within the selected board.

Actions (19)

Things Salesflare can make it do

  • API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
  • Archive Board — Archives a board
  • Archive Group — Archives a specific group in a board
  • Archive Item — Archives an item
  • Create Board — Creates a new board
Show 14 more actions
  • Create Column — Create a new column in board.
  • Create Group — Creates a new group in a board
  • Create Item — Create a new Item in a board
  • Create Subitem — Create a new subitem in a item with column values
  • Create Update — Create a new update.
  • Delete Group — Delete a specific group from a board
  • Delete Item — Delete an item from a board
  • Duplicate Item — Create a duplicate of an existing item (including subitems). Note: this action takes a few minutes to complete the subitem duplication.
  • Group Position — Duplicate a group with its items
  • Move Item to Group — Move an item to a different group
  • Update Item — Change multiple column values of an item
  • Update Item Name — Update an item's name
  • Update Subitem — Updates a update subitem on your board.
  • Upload File to Specific Column — Upload File To Specific Column

Searches (8)

Look up existing records

  • Find Items — Find items that match a specific value in a column
  • Find Subitems — Finds the subitems of a specific item on the board
  • Find User by Name — Search for a user by name using exact matching
  • Get Board Values — Returns the data for a all columns in the specific board
  • Get Column Values — Returns the data for a specific column in the board
Show 3 more searches
  • Get File Column Values — Returns the data for a specific file column in the board
  • Get Group Details — Returns the group name for a specific board
  • Get User Details — Returns the details for a specific user

monday.com operations on Make

Triggers (12)

Start a workflow when this happens

  • Watch Board's Column Values — Triggers when the board's column values have changed.
  • Watch Board's Items — Triggers when a board's item is created.
  • Watch Board's Items by Column Values — Triggers when an item with the given value is created/updated in the given board.
  • Watch Board's Subscribers — Triggers when a new user is subscribed to a given board.
  • Watch Board's Updates — Triggers when a new board's update is created.
Show 7 more triggers
  • Watch Events — Triggers when a new event occurs in Monday.
  • Watch Group's Items — Triggers when an item is created/updated in the given group.
  • Watch Item's Column Value — Triggers when an item's column value is changed.
  • Watch Item's Name — Triggers when an item's name on a board has changed.
  • Watch Item's Updates — Triggers when a new item's update is created.
  • Watch Team's Users — Triggers when a new user has joined the given team.
  • Watch Users — Triggers when a new user is created.

Actions (29)

Things Salesflare can make it do

  • Add Board Subscribers — Adds subscribers to a board by their IDs and the board ID.
  • Add a Column to a Board — Adds a new column to a specific board.
  • Add a File to a File Column Value — Adds a file to a file column value.
  • Add a File to an Update — Adds a file to an existing update.
  • Create a Board — Creates a new board.
Show 24 more actions
  • Create a Group — Creates a new group in a specific board.
  • Create a Notification — Creates a new notification.
  • Create a Subitem — Creates subitem of an item.
  • Create an Item — Creates an item by the board ID.
  • Create an Item (advanced) — Creates an item.
  • Create an Update — Creates a new update.
  • Create or Get a Tag — The tags mutation allows you to create new tags or receive their data if they already exist.
  • Delete or Archive an Item — Deletes or archives an item.
  • Download a File — Downloads a file by the asset ID.
  • Duplicate a Board — Duplicates a board.
  • Duplicate a Group — Duplicates a group.
  • Duplicate an Item — Duplicates an item.
  • Execute a GraphQL Query — Performs an arbitrary authorized GraphQL query.
  • Get a Board — Returns a board.
  • Get a Group — Returns a group.
  • Get a Team — Returns a team.
  • Get a User — Returns a user.
  • Get an Item — Returns an item.
  • Get an Item's Column Value — Gets a column value of an item.
  • Move an Item Between Groups — Moves an item between groups in the same board.
  • Remove Board Subscribers — Removes subscribers from a board by their IDs and the board ID.
  • Run Platform Agent (beta) — Sends a prompt to Monday's platform agent.
  • Run monday.com AI (beta) — Runs monday.com AI chat.
  • Update Column Values of a Specific Item — Updates multiple columns values of a specific item.

Searches (16)

Look up existing records

  • Aggregate a Table (beta) — Retrieve aggregated board data using groupings and functions
  • List Board Activity Logs — Retrieves a list of board activity logs.
  • List Board Subscribers — Retrieves a list of subscribers of a board by the board ID.
  • List Board's Groups — Retrieves a list of groups in the given board.
  • List Board's Items — Retrieves a list of board's items.
Show 11 more searches
  • List Boards — Retrieves a list of boards.
  • List Files — Returns a list of files based on collection of assets.
  • List Group's Items — Retrieves a list of group's items.
  • List Item's Subscribers — Retrieves a list of item's (pulse's) subscribers.
  • List Item's Updates — Retrieves a list of item's updates.
  • List Team Members — Retrieves a list of members by team ID.
  • List Teams — Retrieves a list of teams.
  • List Updates — Retrieves a list of updates.
  • List Users — Retrieves a list of users.
  • Search Items in the Board by Column Values — Searches on the board based on column value, returning relevant data for the selected items.
  • Search Items in the Board by Column Values (advanced) — Searches and sorts items on the board based on specific criteria, returning relevant data for the selected items.

Screenshots

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