Monday.com & Zapier: sending automatic WhatsApp messages
via Zapier
Send WA message to new Monday.com board items
Send WA message when column value changes at Monday. com
Send various WA messages depending on how column value changes at Monday.com
Autoresponder: Send certain WA messages to new Monday.com board items when your business is not online( Example: on Saturday and Sunday)
This workflow requires a field within the Monday.com board that contains user phone numbers in international format.
Create a new Zap at Zapier.com
Trigger :
app: search for and select Monday.com
event: select New Item in Board
board ID: select the desired Monday.com board.
Test the trigger by creating a new entry in the selected Monday.com board. Make sure to add a valid Phone number into the designated field when adding a new entry.
Action:
app: search for and select TimelinesAI
event: select Send Message to New Chat
account: choose your connection. If you don't have any connections, establish the connection with your TimelinesAI workspace by entering your token from https://app.timelines.ai/integrations/zapier/
WhatsApp Account: select the desired WhatsApp account. This is the number FROM which the message will be sent
Phone number: insert the Monday.com field that contains the user's phone number ( passed from Trigger)
Message text : type in the desired text to be sent to the user
Test and publish your zap
This workflow requires a field within the Monday.com board that contains user phone numbers in international format.
Create a new Zap at Zapier.com
Trigger :
app: search for and select Monday.com
event: select Specific Column Value Changed in Board in monday.com
board ID: select the desired Monday.com board.
column ID: select the desired Monday.com column. Ex: Status
Test the trigger by changing the selected column's value for any entry on the Monday.com board. Make sure the entry has a Phone number within the designated field.
Action:
app: search for and select TimelinesAI
event: select Send Message to New Chat
account: choose your connection. If you don't have any connections, establish the connection with your TimelinesAI workspace by entering your token from https://app.timelines.ai/integrations/zapier/
WhatsApp Account: select the desired WhatsApp account. This is the number FROM which the message will be sent
Phone number: insert the Monday.com field that contains the user's phone number ( passed from Trigger)
Message text : type in the desired text to be sent to the user
Test and publish your zap
This workflow requires a field within the Monday.com board that contains user phone numbers in international format.
Create a new Zap at Zapier.com
Trigger :
app: search for and select Monday.com
event: select Specific Column Value Changed in Board in monday.com
board ID: select the desired Monday.com board.
column ID: select the desired Monday.com column. Ex: Status
Test the trigger by changing the selected column's value for any entry on the Monday.com board. Make sure the entry has a Phone number within the designated field.
Click the + icon after the Trigger block to add a new step and select "Paths"
Click the Path Rules module under "Path A" and configure the first condition. Add additional conditions into separate paths ( Path B, C, D and so on).
Click "Action" module under each Path:
app: search for and select TimelinesAI
event: select Send Message to New Chat
account: choose your connection. If you don't have any connections, establish the connection with your TimelinesAI workspace by entering your token from https://app.timelines.ai/integrations/zapier/
WhatsApp Account: select the desired WhatsApp account. This is the number FROM which the message will be sent
Phone number: insert the Monday.com field that contains the user's phone number ( passed from Trigger in module #1)
Message text : type in the desired text to be sent to the user. Keep in mind that message text can be different depending on the Path rules.
Test and publish your zap
This workflow requires a field within the Monday.com board that contains user phone numbers in international format.
Create a new Zap at Zapier.com
Trigger :
app: search for and select Monday.com
event: select New Item in Board
board ID: select the desired Monday.com board.
Test the trigger by creating a new entry in the selected Monday.com board. Make sure to add a valid Phone number into the designated field when adding a new entry.
Click the + icon after the Trigger block to add a new step and select "Format"
event : select Date/Time
action: under "Transform" select Format
input: insert the Event Trigger Time field that was passed from Trigger in module #1
to format: select ddd MMM DD HH:mm:ss Z YYYY (Sun Jan 22 23:04:05 -0000 2006)
to timezone: select the desired timezone
from format: select YYYY-MM-DDTHH:mm:ssZ (2006-01-22T23:04:05-0000)
from timezone: select the desired timezone
Test the step. Make sure the output contains the name of the day ( ex: Wed)
Click the + icon after the Format block to add a new step and select "Filter"
only continue if: insert the Output value from the Format module
logic operator: select contains
data: type Sat
click +Or button and add a 2nd conidition.
OR continue if…: nsert the Output value from the Format module
logic operator: select contains
data: type Sun
Action:
app: search for and select TimelinesAI
event: select Send Message to New Chat
account: choose your connection. If you don't have any connections, establish the connection with your TimelinesAI workspace by entering your token from https://app.timelines.ai/integrations/zapier/
WhatsApp Account: select the desired WhatsApp account. This is the number FROM which the message will be sent
Phone number: insert the Monday.com field that contains the user's phone number ( passed from Trigger)
Message text : type in the desired text to be sent to the user
Test and publish your zap
Table of contents
Send WA message to new Monday.com board items
Send WA message when column value changes at Monday. com
Send various WA messages depending on how column value changes at Monday.com
Autoresponder: Send certain WA messages to new Monday.com board items when your business is not online( Example: on Saturday and Sunday)
Send WA message to new Monday.com board items
This workflow requires a field within the Monday.com board that contains user phone numbers in international format.
Create a new Zap at Zapier.com
Trigger :
app: search for and select Monday.com
event: select New Item in Board
board ID: select the desired Monday.com board.
Test the trigger by creating a new entry in the selected Monday.com board. Make sure to add a valid Phone number into the designated field when adding a new entry.
Action:
app: search for and select TimelinesAI
event: select Send Message to New Chat
account: choose your connection. If you don't have any connections, establish the connection with your TimelinesAI workspace by entering your token from https://app.timelines.ai/integrations/zapier/
WhatsApp Account: select the desired WhatsApp account. This is the number FROM which the message will be sent
Phone number: insert the Monday.com field that contains the user's phone number ( passed from Trigger)
Message text : type in the desired text to be sent to the user
Test and publish your zap
Send WA message when column value changes at Monday.com
This workflow requires a field within the Monday.com board that contains user phone numbers in international format.
Create a new Zap at Zapier.com
Trigger :
app: search for and select Monday.com
event: select Specific Column Value Changed in Board in monday.com
board ID: select the desired Monday.com board.
column ID: select the desired Monday.com column. Ex: Status
Test the trigger by changing the selected column's value for any entry on the Monday.com board. Make sure the entry has a Phone number within the designated field.
Action:
app: search for and select TimelinesAI
event: select Send Message to New Chat
account: choose your connection. If you don't have any connections, establish the connection with your TimelinesAI workspace by entering your token from https://app.timelines.ai/integrations/zapier/
WhatsApp Account: select the desired WhatsApp account. This is the number FROM which the message will be sent
Phone number: insert the Monday.com field that contains the user's phone number ( passed from Trigger)
Message text : type in the desired text to be sent to the user
Test and publish your zap
Send various WA messages depending on how column value changes at Monday.com
This workflow requires a field within the Monday.com board that contains user phone numbers in international format.
Create a new Zap at Zapier.com
Trigger :
app: search for and select Monday.com
event: select Specific Column Value Changed in Board in monday.com
board ID: select the desired Monday.com board.
column ID: select the desired Monday.com column. Ex: Status
Test the trigger by changing the selected column's value for any entry on the Monday.com board. Make sure the entry has a Phone number within the designated field.
Click the + icon after the Trigger block to add a new step and select "Paths"
Click the Path Rules module under "Path A" and configure the first condition. Add additional conditions into separate paths ( Path B, C, D and so on).
Click "Action" module under each Path:
app: search for and select TimelinesAI
event: select Send Message to New Chat
account: choose your connection. If you don't have any connections, establish the connection with your TimelinesAI workspace by entering your token from https://app.timelines.ai/integrations/zapier/
WhatsApp Account: select the desired WhatsApp account. This is the number FROM which the message will be sent
Phone number: insert the Monday.com field that contains the user's phone number ( passed from Trigger in module #1)
Message text : type in the desired text to be sent to the user. Keep in mind that message text can be different depending on the Path rules.
Test and publish your zap
Autoresponder: Send certain WA message to new Monday.com board items added when your business is not online( Example: on Saturday and Sunday)
This workflow requires a field within the Monday.com board that contains user phone numbers in international format.
Create a new Zap at Zapier.com
Trigger :
app: search for and select Monday.com
event: select New Item in Board
board ID: select the desired Monday.com board.
Test the trigger by creating a new entry in the selected Monday.com board. Make sure to add a valid Phone number into the designated field when adding a new entry.
Click the + icon after the Trigger block to add a new step and select "Format"
event : select Date/Time
action: under "Transform" select Format
input: insert the Event Trigger Time field that was passed from Trigger in module #1
to format: select ddd MMM DD HH:mm:ss Z YYYY (Sun Jan 22 23:04:05 -0000 2006)
to timezone: select the desired timezone
from format: select YYYY-MM-DDTHH:mm:ssZ (2006-01-22T23:04:05-0000)
from timezone: select the desired timezone
Test the step. Make sure the output contains the name of the day ( ex: Wed)
Click the + icon after the Format block to add a new step and select "Filter"
only continue if: insert the Output value from the Format module
logic operator: select contains
data: type Sat
click +Or button and add a 2nd conidition.
OR continue if…: nsert the Output value from the Format module
logic operator: select contains
data: type Sun
Action:
app: search for and select TimelinesAI
event: select Send Message to New Chat
account: choose your connection. If you don't have any connections, establish the connection with your TimelinesAI workspace by entering your token from https://app.timelines.ai/integrations/zapier/
WhatsApp Account: select the desired WhatsApp account. This is the number FROM which the message will be sent
Phone number: insert the Monday.com field that contains the user's phone number ( passed from Trigger)
Message text : type in the desired text to be sent to the user
Test and publish your zap
Updated on: 19/12/2023
Thank you!