Monday.com: sync WhatsApp messages as updates for board items
via Make.com
This workflow requires a field within the Monday.com board items that contains user phone numbers in international format.
This flow creates an update for a board item at Monday.com when WhatsApp message are received or sent
Create a new scenario at Make.com
Add a Custom Webhook module . Further steps require data from a webhook to be present. Make sure you've run the Webhook module and have data in the payload
Add a new Monday.com module: The purpose of this step is to check whether an item already exists at Monday.com or not. The check is done using the Phone Number field. To add this module click the + icon next to the existing Webhooks module > search for and select Monday > then select Search items in the board by column values :
Configure the new Search items in the board by column values module:
Connection: Click the Add button and enter your Monday.com API token. To find your token refer to https://developer.monday.com/api-reference/docs/authentication
Board ID: select the board ID where you store your items.
Column ID to Search the Value: select Phone
Column Value: click the empty field. A new box will appear to the right with data available from the Webhook module. Find chat > phone . You can either click the found value OR drag and drop it into the empty field:
Leave other fields as is and click OK
Right-click the newly created Search items in the board by column values and select Run this module only > enter any phone number > click OK. This searches the specified Monday.com board for any items with this phone number and returns results on whether item with such phone number exists or not. Further steps require output data from this to be present. Make sure you've run the module and have data in the payload:
Add a new Flow Control Router module: The purpose of this step is to divide the flow into 2 possible branches: 1- if the search module didn't find the item ( we will not work on this branch in this guide), 2-if the search module found the item. To add the Router module click the + icon next to the existing Search items in the board by column values module > search for and select Flow Control > then select Router
Add the first Filter: click the wrench icon between the Router and the next empty module > then click Setup a filter
Configure the filter and click OK:
Click the + icon next to the existing Router module > search for and select Monday > then select Create an update
Configure the new Create an update module:
Item ID: click the empty field. A new box will appear to the right with data available from the Search items in the board by column values module. Find ID . You can either click the found value OR drag and drop it into the empty field
Body: click the empty field. A new box will appear to the right with data available from the Webhook module. You can type in custom text here that will appear in all updates. For example "WhatsApp message" followed by variables such as the message direction, time and message text from the webhook:
If needed delete the un-used empty module after the router. Alternatively you can configure more modules for the case if the item was NOT found. Ex: more modules to create an item first and then add an update to it.
Save the flow and activate it if needed.
End result: TimelinesAI Webhook monitors WhatsApp messages > searches Monday.com board items by phone number > if item was found > creates an update for the item with the details of received/sent WhatsApp message
This workflow requires a field within the Monday.com board items that contains user phone numbers in international format.
This flow creates an update for a board item at Monday.com when WhatsApp message are received or sent
Create a new scenario at Make.com
Add a Custom Webhook module . Further steps require data from a webhook to be present. Make sure you've run the Webhook module and have data in the payload
Add a new Monday.com module: The purpose of this step is to check whether an item already exists at Monday.com or not. The check is done using the Phone Number field. To add this module click the + icon next to the existing Webhooks module > search for and select Monday > then select Search items in the board by column values :
Configure the new Search items in the board by column values module:
Connection: Click the Add button and enter your Monday.com API token. To find your token refer to https://developer.monday.com/api-reference/docs/authentication
Board ID: select the board ID where you store your items.
Column ID to Search the Value: select Phone
Column Value: click the empty field. A new box will appear to the right with data available from the Webhook module. Find chat > phone . You can either click the found value OR drag and drop it into the empty field:
Leave other fields as is and click OK
Right-click the newly created Search items in the board by column values and select Run this module only > enter any phone number > click OK. This searches the specified Monday.com board for any items with this phone number and returns results on whether item with such phone number exists or not. Further steps require output data from this to be present. Make sure you've run the module and have data in the payload:
Add a new Flow Control Router module: The purpose of this step is to divide the flow into 2 possible branches: 1- if the search module didn't find the item ( we will not work on this branch in this guide), 2-if the search module found the item. To add the Router module click the + icon next to the existing Search items in the board by column values module > search for and select Flow Control > then select Router
Add the first Filter: click the wrench icon between the Router and the next empty module > then click Setup a filter
Configure the filter and click OK:
Click the + icon next to the existing Router module > search for and select Monday > then select Create an update
Configure the new Create an update module:
Item ID: click the empty field. A new box will appear to the right with data available from the Search items in the board by column values module. Find ID . You can either click the found value OR drag and drop it into the empty field
Body: click the empty field. A new box will appear to the right with data available from the Webhook module. You can type in custom text here that will appear in all updates. For example "WhatsApp message" followed by variables such as the message direction, time and message text from the webhook:
If needed delete the un-used empty module after the router. Alternatively you can configure more modules for the case if the item was NOT found. Ex: more modules to create an item first and then add an update to it.
Save the flow and activate it if needed.
End result: TimelinesAI Webhook monitors WhatsApp messages > searches Monday.com board items by phone number > if item was found > creates an update for the item with the details of received/sent WhatsApp message
Updated on: 14/02/2024
Thank you!