Articles on: Monday CRM Integration

Create items in Monday.com Board for New WhatsApp Group Chat

With this TimelinesAI template, you can automate creating items on your Monday.com board whenever a new group chat (whether incoming or outgoing) is created in WhatsApp. Setting up this template ensures that every group chat automatically translates into actionable items on your Monday.com board.

Only new chats in the WhatsApp group not yet in the Timelines AI account will trigger item creation in the Monday.com Board using this template.

Prerequisites
Navigation to Template
Configuring the Trigger
Configuring the Output

Let’s get started 🚀

Prerequisites



Before you can set up this automation, 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

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