monday.com and Salesflare
Helps you move projects forward fast.
How to connect monday.com
- Via Zapier — 39 operations available. Set it up ↗
- Via Make — 57 modules available. Set it up ↗
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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