Monday CRM Integration Template: Send an Automated Message
In this article, we'll go over the process of how to set up a Monday template that can allow you to send automated WhatsApp messages.
Have in mind that sending automated messages requires the following:
An active TimelinesAI subscription
An active Monday subscription
A connected WhatsApp account on TimelinesAI
A configured Monday CRM Integration
Enough Mass-sending Quota
You can create a custom automation that can send an automated WhatsApp message after a custom trigger that you configure on Monday.
In this section, we'll create a Monday Template that will send an automated message over WhatsApp, whenever an item's status on Monday gets updated
Go to your Monday CRM and proceed to click on "Integrate":
Search for the "WhatsApp Messages - TimelinesAI" templates group 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.
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 "Create automation" to save your changes. Monday will automatically enable this template for you.
Now that you have created and enabled this template, 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 Owner 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 "WhatsApp Messages - 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:
Have in mind that sending automated messages requires the following:
An active TimelinesAI subscription
An active Monday subscription
A connected WhatsApp account on TimelinesAI
A configured Monday CRM Integration
Enough Mass-sending Quota
You can create a custom automation that can send an automated WhatsApp message after a custom trigger that you configure on Monday.
Send an Automated Message Using our Templates on Monday
In this section, we'll create a Monday Template that will send an automated message over WhatsApp, whenever an item's status on Monday gets updated
Getting Started
Go to your Monday CRM and proceed to click on "Integrate":
Search for the "WhatsApp Messages - TimelinesAI" templates group 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.
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 "Create automation" to save your changes. Monday will automatically enable this template for you.
Now that you have created and enabled this template, 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 an Automated Message from Monday: Custom Trigger
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 Owner 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 "WhatsApp Messages - 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:
Updated on: 11/11/2024
Thank you!