Synchronize WhatsApp messages as activities
With these two TimelinesAI templates, you can automate finding an item on your Monday.com board by phone and adding sent/received WhatsApp messages as "WhatsApp Message" activities to that item. One template allows you to synchronize all messages as activities, and another allows you to synchronize only messages that contain a certain text.
✅ Prerequisites
✅ Navigation to Template
✅ Configuring the Trigger
✅ Checking the Output
✅ Limitations
✅ Extended Use Cases
Let’s get started 🚀
Before you can set up this automation template, you must have TimelinesAI and Monday CRM Integration enabled.
"Email and Activities" is a native Monday app available only on the "Monday CRM" product. It comes pre-installed and is available on Contacts, Leads, Accounts, and Deals boards. If you would like to synchronize messages as activities to a custom board, make sure to install and have the app available on the selected board. For more information on how to install the "Email and Activities" app, please refer to the official Monday documentation at https://support.monday.com/hc/en-us/articles/360019213180-Emails-Activities-on-monday-com
To navigate to a template, open the desired Monday board > click "Automate"> click "Template"> search by " create activity of Whatsapp Message Type" keywords > click "Use Template". In this demonstration, we will guide you on how to navigate to the template
After selecting the template, you can now configure the trigger to automate the syncing of WhatsApp messages with your Monday board. This is essential for ensuring that the right messages, whether incoming or outgoing, are captured and linked to the appropriate items.
By selecting the relevant WhatsApp account and phone number column, you're defining which messages will trigger the automation. If you want to filter specific messages, the "text" field allows you to do so, providing more control over what gets synced. Once set, turning on the automation ensures everything runs smoothly without manual intervention, keeping your board updated with the right information.
In this demonstration, we will guide you on how to configure the trigger
Once you have configured the trigger, you can check the output to ensure everything is working as expected. By testing the setup, you will be able to verify that the WhatsApp messages are correctly tracked and displayed as activities in Monday.
After triggering a test message, whether incoming or outgoing, allow a few moments(30 seconds) for the message synchronization to complete. Then, navigate to the Emails and Activities view of the selected item in Monday. There, you will find the WhatsApp message displayed under the "WhatsApp Message" activity type. This will include key details such as the sender's name, a preview of the message, and a Read More option to view the full message content.
This process helps ensure the automation is functioning correctly and that all relevant activities are captured and displayed in the appropriate format.
In this demonstration, we will guide you on how to check the output.
The "Emails and Activities" app currently does not allow automatic attachment uploads. This is a limitation imposed by Monday. As a result, WhatsApp messages containing attachments will be synced without the actual attachment. Instead, you will see a placeholder message indicating that an attachment exists but could not be synced.
The Email and Activities app currently does not support the automatic addition of formatted text into activities. As a result, only the following WhatsApp message formatting will be preserved: emojis, new lines, and paragraphs. Any other formatting will be synced as plain text. For example, bold text will be displayed as bold text here instead of being bold
Synchronizing WhatsApp messages as activities offers several key benefits. In this section, we will explore the potential advantages and use cases.
Unlike Updates, Activities appear in the Overview section of the item view page. This makes timelines more complete, providing a clearer picture of all interactions with your contact.
Monday offers an AI Summary feature for Activities, allowing you to quickly review a summary of your WhatsApp conversation without having to read every message or open WhatsApp.
If you are facing issues with the templates, please follow the basic troubleshooting steps listed below.
Step 1: Ensure that the WhatsApp number used in a template is connected to your TimelinesAI account. As a workspace owner, you can view all connected numbers at https://app.timelines.ai/whatsapp/all
Step 2: Ensure that the automation is turned ON
Step 3: Check the automation Run History on Monday
Step 4: Check message sync. Log at TimelinesAI
✅ Prerequisites
✅ Navigation to Template
✅ Configuring the Trigger
✅ Checking the Output
✅ Limitations
✅ Extended Use Cases
Let’s get started 🚀
Prerequisites
Before you can set up this automation template, you must have TimelinesAI and Monday CRM Integration enabled.
"Email and Activities" is a native Monday app available only on the "Monday CRM" product. It comes pre-installed and is available on Contacts, Leads, Accounts, and Deals boards. If you would like to synchronize messages as activities to a custom board, make sure to install and have the app available on the selected board. For more information on how to install the "Email and Activities" app, please refer to the official Monday documentation at https://support.monday.com/hc/en-us/articles/360019213180-Emails-Activities-on-monday-com
Navigation to Template
To navigate to a template, open the desired Monday board > click "Automate"> click "Template"> search by " create activity of Whatsapp Message Type" keywords > click "Use Template". In this demonstration, we will guide you on how to navigate to the template
Configuring the Trigger
After selecting the template, you can now configure the trigger to automate the syncing of WhatsApp messages with your Monday board. This is essential for ensuring that the right messages, whether incoming or outgoing, are captured and linked to the appropriate items.
By selecting the relevant WhatsApp account and phone number column, you're defining which messages will trigger the automation. If you want to filter specific messages, the "text" field allows you to do so, providing more control over what gets synced. Once set, turning on the automation ensures everything runs smoothly without manual intervention, keeping your board updated with the right information.
In this demonstration, we will guide you on how to configure the trigger
Checking the output
Once you have configured the trigger, you can check the output to ensure everything is working as expected. By testing the setup, you will be able to verify that the WhatsApp messages are correctly tracked and displayed as activities in Monday.
After triggering a test message, whether incoming or outgoing, allow a few moments(30 seconds) for the message synchronization to complete. Then, navigate to the Emails and Activities view of the selected item in Monday. There, you will find the WhatsApp message displayed under the "WhatsApp Message" activity type. This will include key details such as the sender's name, a preview of the message, and a Read More option to view the full message content.
This process helps ensure the automation is functioning correctly and that all relevant activities are captured and displayed in the appropriate format.
In this demonstration, we will guide you on how to check the output.
Limitations
The "Emails and Activities" app currently does not allow automatic attachment uploads. This is a limitation imposed by Monday. As a result, WhatsApp messages containing attachments will be synced without the actual attachment. Instead, you will see a placeholder message indicating that an attachment exists but could not be synced.
The Email and Activities app currently does not support the automatic addition of formatted text into activities. As a result, only the following WhatsApp message formatting will be preserved: emojis, new lines, and paragraphs. Any other formatting will be synced as plain text. For example, bold text will be displayed as bold text here instead of being bold
Extended Use Cases
Synchronizing WhatsApp messages as activities offers several key benefits. In this section, we will explore the potential advantages and use cases.
Unlike Updates, Activities appear in the Overview section of the item view page. This makes timelines more complete, providing a clearer picture of all interactions with your contact.
Monday offers an AI Summary feature for Activities, allowing you to quickly review a summary of your WhatsApp conversation without having to read every message or open WhatsApp.
Troubleshooting
If you are facing issues with the templates, please follow the basic troubleshooting steps listed below.
Step 1: Ensure that the WhatsApp number used in a template is connected to your TimelinesAI account. As a workspace owner, you can view all connected numbers at https://app.timelines.ai/whatsapp/all
Step 2: Ensure that the automation is turned ON
Step 3: Check the automation Run History on Monday
Step 4: Check message sync. Log at TimelinesAI
Updated on: 02/04/2025
Thank you!