Monday CRM Integration Recipe: Send an Automated Message
In this article, we'll go over the process of how to set up a Monday Recipe that can allow you to send automated WhatsApp messages.
This recipe will send an automated message over WhatsApp, whenever an item's status on Monday gets updated.
You can also create a custom automation that can send an automated WhatsApp message after a custom trigger that you configure on Monday.
These are the requirements to effectively configure and send WhatsApp messages with this method:
Have an active subscription with TimelinesAI
Have enough mass-sending quota
A connected WhatsApp account in your TimelinesAI workspace
A configured Monday CRM Integration
Note: Refer to this article to set up your Monday CRM Integration on TimelinesAI
Go to your Monday CRM and proceed to click on "Integrate":
Search for the TimelinesAI app and proceed to select the recipe "When status changes to something send message from whatsapp account to phone". The underlined terms here are variables that you will be able to edit; we'll go over these below.
In order to make this recipe work as expected, you must have columns of the following type in your Monday CRM board:
Status
Phone
Now, you may work with the variables in this recipe. You'll need to set the following variables:
"Status": select the "Status" column
"Something": select the specific status you'd like to work with
"Message": this option will allow you to create a template with variables, which will help you customize the message depending on the contact details
"WhatsApp Account": you can select the WhatsApp account that you have connected to TimelinesAI. The system will load all of your connected WhatsApp accounts. Choose the one you want messages to be sent from.
"Phone": lastly, select the "Phone" column for this one.
Once you have selected all the fields, you may click on "Add To Board" to save your changes. Monday will automatically enable this recipe for you.
Now that you have created and enabled this recipe, you may test it out by changing the status of one of your contacts on Monday. The system should send an automated message using your template:
TimelinesAI will also inform you that the message came from Monday.
You can create a custom automation flow on Monday, where you can choose your own trigger to send an automated WhatsApp message. To do so, please follow these steps:
Within your Monday CRM Board, click on "Automate":
You'll be taken to the Board Automations that you have set for this particular board that you are in.
Click on the "Add Automation" button:
You'll see this blank automation flow, which you'll be able to edit:
Now that you have this blank automation flow, you can select the trigger you'd like to use. Just click on "When this happens" and Monday will present you with different triggers for you to choose from a drop-down list.
In this example, we'll select the "When Person is assigned" trigger, which will trigger the automation whenever you assign someone from your Monday team to an item - make sure to click on the empty field that the trigger will provide you with, so you can select the Board variable that Monday will use.
After setting the trigger, you may proceed with the action by clicking on "Then do this", which is right below the trigger section. Clicking on this will show you a drop-down menu with several options; make sure you scroll down to the "Apps" section and select the TimelinesAI app there:
Now, you'll be able to see the following:
You'll have to work with the underlined values that show up in "Then send message from whatsapp account to phone":
Message: You can type the message you want to send to the contact; you can include variables found on your Monday Board:
WhatsApp Account: This will allow you to select a specific WhatsApp account that you have connected on TimelinesAI to send the message
Phone: Lastly, this will require you to enter the "Phone" variable that you must have in your Monday Board - this variable will retrieve the WhatsApp phone number that belongs to that given contact
Once you are done, you may click on the "Create automation" button, and Monday will take you back to your Board Automations, with this new flow already enabled. And that's it! You'll be able to send automated WhatsApp messages using custom triggers:
If you are experiencing issues with the recipe, then you may check the following:
Monday provides a registry where you'll find details about the recipes and how these are working. You'll find this useful tool by clicking on "Integrate" and then, you'll click on "Board Automations":
By reviewing the details of specific recipes, you'll find the "Integration Activity" section, which will provide you with a registry of how your automation is running:
If you don't have a connected WhatsApp account on TimelinesAI, then the recipe will not work. When you access your Board Automations section, you'll see this recipe temporarily grayed out with a text in red, "Reconnect your WhatsApp account in order to reenable this recipe". Make sure to refer to this article, so you can reconnect your WhatsApp account on TimelinesAI
Once you have reconnected your WhatsApp account, you may go back to Monday and access the Board Automations, so you can turn this recipe on.
The other issue that you may experience is running out of mass-sending quota. The Board Automations section will provide you with more information about this, by reviewing the specific activity and expanding its log, so you can learn more about the issue:
If this happens, then you'll have to increase your mass-sending quota, so the system can send automated messages as expected.
If you are noticing that everything's in order and still the recipe is not working as expected, then you may contact us with the Monday CRM Log found within your TimelinesAI account:
Contact us via Chat Support or email at hello@timelines.ai with the log mentioned above, so we can investigate this further. We'll be happy to assist you.
This recipe will send an automated message over WhatsApp, whenever an item's status on Monday gets updated.
You can also create a custom automation that can send an automated WhatsApp message after a custom trigger that you configure on Monday.
These are the requirements to effectively configure and send WhatsApp messages with this method:
Have an active subscription with TimelinesAI
Have enough mass-sending quota
A connected WhatsApp account in your TimelinesAI workspace
A configured Monday CRM Integration
Note: Refer to this article to set up your Monday CRM Integration on TimelinesAI
Getting Started
Go to your Monday CRM and proceed to click on "Integrate":
Search for the TimelinesAI app and proceed to select the recipe "When status changes to something send message from whatsapp account to phone". The underlined terms here are variables that you will be able to edit; we'll go over these below.
In order to make this recipe work as expected, you must have columns of the following type in your Monday CRM board:
Status
Phone
Now, you may work with the variables in this recipe. You'll need to set the following variables:
"Status": select the "Status" column
"Something": select the specific status you'd like to work with
"Message": this option will allow you to create a template with variables, which will help you customize the message depending on the contact details
"WhatsApp Account": you can select the WhatsApp account that you have connected to TimelinesAI. The system will load all of your connected WhatsApp accounts. Choose the one you want messages to be sent from.
"Phone": lastly, select the "Phone" column for this one.
Once you have selected all the fields, you may click on "Add To Board" to save your changes. Monday will automatically enable this recipe for you.
Now that you have created and enabled this recipe, you may test it out by changing the status of one of your contacts on Monday. The system should send an automated message using your template:
TimelinesAI will also inform you that the message came from Monday.
Send A Message: Custom Automation Flow
You can create a custom automation flow on Monday, where you can choose your own trigger to send an automated WhatsApp message. To do so, please follow these steps:
Within your Monday CRM Board, click on "Automate":
You'll be taken to the Board Automations that you have set for this particular board that you are in.
Click on the "Add Automation" button:
You'll see this blank automation flow, which you'll be able to edit:
3. Setting up the Trigger:
Now that you have this blank automation flow, you can select the trigger you'd like to use. Just click on "When this happens" and Monday will present you with different triggers for you to choose from a drop-down list.
In this example, we'll select the "When Person is assigned" trigger, which will trigger the automation whenever you assign someone from your Monday team to an item - make sure to click on the empty field that the trigger will provide you with, so you can select the Board variable that Monday will use.
4. Setting up the Action:
After setting the trigger, you may proceed with the action by clicking on "Then do this", which is right below the trigger section. Clicking on this will show you a drop-down menu with several options; make sure you scroll down to the "Apps" section and select the TimelinesAI app there:
Now, you'll be able to see the following:
You'll have to work with the underlined values that show up in "Then send message from whatsapp account to phone":
Message: You can type the message you want to send to the contact; you can include variables found on your Monday Board:
WhatsApp Account: This will allow you to select a specific WhatsApp account that you have connected on TimelinesAI to send the message
Phone: Lastly, this will require you to enter the "Phone" variable that you must have in your Monday Board - this variable will retrieve the WhatsApp phone number that belongs to that given contact
Once you are done, you may click on the "Create automation" button, and Monday will take you back to your Board Automations, with this new flow already enabled. And that's it! You'll be able to send automated WhatsApp messages using custom triggers:
Troubleshooting
If you are experiencing issues with the recipe, then you may check the following:
Run History: Integration Activity
Monday provides a registry where you'll find details about the recipes and how these are working. You'll find this useful tool by clicking on "Integrate" and then, you'll click on "Board Automations":
By reviewing the details of specific recipes, you'll find the "Integration Activity" section, which will provide you with a registry of how your automation is running:
When a WhatsApp Account is Disconnected
If you don't have a connected WhatsApp account on TimelinesAI, then the recipe will not work. When you access your Board Automations section, you'll see this recipe temporarily grayed out with a text in red, "Reconnect your WhatsApp account in order to reenable this recipe". Make sure to refer to this article, so you can reconnect your WhatsApp account on TimelinesAI
Once you have reconnected your WhatsApp account, you may go back to Monday and access the Board Automations, so you can turn this recipe on.
Out of Mass-sending Quota
The other issue that you may experience is running out of mass-sending quota. The Board Automations section will provide you with more information about this, by reviewing the specific activity and expanding its log, so you can learn more about the issue:
If this happens, then you'll have to increase your mass-sending quota, so the system can send automated messages as expected.
Monday CRM Log
If you are noticing that everything's in order and still the recipe is not working as expected, then you may contact us with the Monday CRM Log found within your TimelinesAI account:
Contact us via Chat Support or email at hello@timelines.ai with the log mentioned above, so we can investigate this further. We'll be happy to assist you.
Updated on: 26/04/2024
Thank you!