Articles on: Monday CRM Integration

Update Items in the Monday.com Board for New WhatsApp Messages with Text

With this TimelinesAI template, you can automate finding and updating items on your Monday.com board whenever a new WhatsApp message containing specific text is received. Setting up this template ensures that existing items on your selected Monday.com board are automatically found and updated whenever a new WhatsApp message containing specific text is received.

Prerequisites
Navigation to Template
Configuring the Trigger
Configuring the Output

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Prerequisites



Before you can set up this automation template, it is important to have TimelinesAI and Monday CRM Integration enabled.

I. Navigation to Template



II. Configuring the Trigger




III. Configuring the Output



Updated on: 26/11/2024

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