Create items in Monday.com Board for New Incoming WhatsApp Chats Received
With this TimelinesAI template, you can automate the process of creating items on your Monday.com board whenever a new WhatsApp chat is received. Setting up this template allows you to ensure that each incoming chats from new contacts (not yet in the Timelines AI account) automatically translates into actionable item on your Monday.com board.
Only incoming chats from new contacts not yet in the Timelines AI account will trigger item creation in the Monday.com board using this template. Furthermore, outgoing chats will not create an item.
✅ Prerequisites
✅ Navigation to Template
✅ Configuring the Trigger
✅ Configuring the Output
Let’s get started 🚀
Before you can set up this automation template, it is important to have TimelinesAI and Monday CRM Integration enabled.
Only incoming chats from new contacts not yet in the Timelines AI account will trigger item creation in the Monday.com board using this template. Furthermore, outgoing chats will not create an item.
✅ Prerequisites
✅ Navigation to Template
✅ Configuring the Trigger
✅ Configuring the Output
Let’s get started 🚀
Prerequisites
Before you can set up this automation template, it is important to have TimelinesAI and Monday CRM Integration enabled.
I. Navigation to Template
II. Configuring the Trigger
III. Configuring the Output
Updated on: 26/11/2024
Thank you!