Find and Update Items on the Current Monday.com Board for New WhatsApp Messages

With this TimelinesAI template, you can automate the process of finding and updating items on your Monday.com board by phone whenever a new message is received in a WhatsApp account. Setting up this template ensures that every incoming message is accurately matched and updated as actionable data 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: 26/11/2024