Automate
project management with Monday.com
Overviews
How it works?
Turn form submissions into Monday.com tasks
When someone fills out a contact form, project request, or survey, a new item appears in your Monday.com board with all the details pre-filled. No more copying information between systems.
Sync project status across your tools
When you update a task status in Monday.com, the same update flows to your CRM, support desk, or client portal. Everyone sees the current project state without manual updates.
Convert support tickets into actionable tasks
Customer support requests instantly become Monday.com items assigned to the right team member with priority levels set. Your support queue feeds directly into your project workflow.
Notify teams when status changes
When a Monday.com item moves to a new stage or status, send alerts to Slack, email, or SMS. Your team stays updated on project progress without checking boards constantly.
Create items from CRM opportunities
When a deal closes in your CRM, a complete project gets created in Monday.com with all the client details, deliverables, and timelines already populated. Onboarding starts immediately.
Update multiple columns at once
Based on triggers from other tools, change status, priority, dates, and custom fields in Monday.com all at once. One event in your workflow can update an entire item.
Attach files from other platforms
When documents are uploaded to your file storage, cloud drive, or email, they attach directly to the relevant Monday.com item. All project files stay organized in one place.
Move items between groups based on conditions
Items shift between groups on your board based on what happens in other tools. Completed deliverables move to done, urgent requests jump to priority, all without manual dragging.
Configure
Build with Gmail
Customer request to project pipeline
Connect your contact forms, chat widgets, and email to Monday.com. Every customer inquiry becomes a tracked item with details, status, and ownership. Route different request types to specific boards or groups, and notify the right team members instantly.
“You can’t do this anywhere else.”
Prompt, build,
accelerate.
You can create and update Monday.com items from any connected tool, sync project status bidirectionally, attach files from other platforms, move items between groups based on conditions, and trigger notifications when status changes. Common workflows include turning form submissions into tasks, converting CRM deals into projects, and syncing support tickets with your project boards.
You can both create new items and update existing ones. Change column values, add comments, attach files, move items between groups, or update multiple fields at once based on triggers from your other connected tools.
When items are created, updated, or change status in Monday.com, you can trigger notifications to Slack, email, SMS, or other communication tools. Set up conditional alerts so the right people get notified about the changes that matter to them.
Yes, you can create and update subitems, move items between different groups on your boards, and organize your Monday.com structure based on data from other tools. Build workflows that maintain your board organization hands-free.
Monday.com connects seamlessly with CRMs, form builders, support desks, communication tools, file storage platforms, and time tracking systems. Any tool that generates tasks, updates status, or needs project visibility can integrate with your Monday.com workflows.