Articles on: Monday CRM Integration

Create Items in the Monday.com Board for New WhatsApp Messages with Attachments

With this TimelinesAI template, you can automate the creation of items on your Monday.com board whenever a new WhatsApp message with specific text and an attachment is received. Setting up this template ensures that each message and its attachments are seamlessly added as actionable items on your Monday.com board.


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: 22/04/2025

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