TimelinesAI LLC

You can create items in the Monday.com board when a new WhatsApp chat is received using the TimelinesAI template or a custom Monday.com template. This article describes both approaches:

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TimelinesAI offers a ready-to-use template within the Monday.com Automation center. This automation will create new items within any desired Monday.com board when a new WhatsApp message is received.

Open your Monday.com account account &gt; desired board. For example "Leads".

While on the "Leads" board click Automate

Search for and click "TimelinesAI" within the templates

Tigger: When new incoming chat received for : select the desired WhatsApp account number

Action: Create an : click the item and select how data about a new TimelinesAI WhatsApp chat should map with columns from the desired board (in this case "Leads") . Add the automation to the board and make sure it appears as active

1. Open your Monday.com account account &gt; desired board. For example "Leads".
2. While on the "Leads" board click Automate
 
 
 
3. Search for and click "TimelinesAI" within the templates
 
 
 
4. Click "Use Template"
 
 
 
5. Tigger: When new incoming chat received for : select the desired WhatsApp account number
 
 
 
6. Action: Create an : click the item and select how data about a new TimelinesAI WhatsApp chat should map with columns from the desired board (in this case "Leads") . Add the automation to the board and make sure it appears as active

TimelinesAI integration synchronizes WhatsApp contacts into a special “WhatsApp contacts” board. This automation will duplicate new items from the default “WhatsApp contacts” board to any other desired board.

Open your Monday.com account account &gt; "WhatsApp contacts" board

While on the "WhatsApp contacts" board click Automate

Tigger: When this happens: search for and select: item created

Action: Then to this: search for and select create item in board

Click the board and select the new destination/targer board. Ex: Leads

Click the item and select how columns from the current ("WhatsApp contacts" board) should map with columns from the new target board ( "Leads")

Save your changes and make sure the automation is turned ON

1. Open your Monday.com account account &gt; "WhatsApp contacts" board
2. While on the "WhatsApp contacts" board click Automate
 
 
 
3. Click "Create custom automation"
4. Tigger: When this happens: search for and select: item created
5. Action: Then to this: search for and select create item in board
6. Click the board and select the new destination/targer board. Ex: Leads
7. Click the item and select how columns from the current ("WhatsApp contacts" board) should map with columns from the new target board ( "Leads")
 
 
 
8. Save your changes and make sure the automation is turned ON

Create items in Monday.com board for new incoming WhatsApp chats

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Create items in Monday.com board for new incoming WhatsApp chats

via TimelinesAI Automation template

via monday.com Custom Automation

via TimelinesAI Automation template

via monday.com Custom Automation