Board automations and templates
Send WhatsApp Messages When Status Changes on the Monday.com Board
With this TimelinesAI template, you can automate sending WhatsApp messages to a phone number in the “Phone” column whenever the status changes on your Monday.com board. Setting up this template ensures that whenever a status changes, the specified message is sent directly from your WhatsApp message to the phone number in the “Phone” column. ✅ Prerequisites (2 prerequisites) ✅ Navigation to Template ✅ Configuring the Trigger ✅ CoFew readersCreate Items in the Monday.com Board for New WhatsApp Messages with Attachments
With this TimelinesAI template, you can automate the creation of items on your Monday.com board whenever a new WhatsApp message with specific text and an attachment is received. Setting up this template ensures that each message and its attachments are seamlessly added as actionable items on your Monday.com board. ✅ Prerequisites ✅ Navigation to Template ✅ Configuring the Trigger ✅ Configuring the Output (2-iiFew readersCreate items in Monday.com Board for New Incoming WhatsApp Chats Received
With this TimelinesAI template, you can automate the process of creating items on your Monday.com board whenever a new WhatsApp chat is received. Setting up this template allows you to ensure that each incoming chats from new contacts (not yet in the Timelines AI account) automatically translates into actionable item on your Monday.com board.Few readersCreate items in Monday.com Board for New WhatsApp Group Chat
With this TimelinesAI template, you can automate creating items on your Monday.com board whenever a new group chat (whether incoming or outgoing) is created in WhatsApp. Setting up this template ensures that every group chat automatically translates into actionable items on your Monday.com board. ✅ Prerequisites ✅ Navigation toFew readersUpdate 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 TemplatFew readersFind and Update Items on the Current Monday.com Board for New WhatsApp Messages
With this TimelinesAI template, you can automate the process of finding and updating items on your Monday.com board by phone whenever a new message is received in a WhatsApp account. Setting up this template ensures that every incoming message is accurately matched and updated as actionable data on your Monday.com board. ✅ Prerequisites ✅ Navigation to Template ✅ Configuring the Trigger ✅ Configuring the OutputFew readersCreate items in Monday.com Board for New Outgoing WhatsApp chat
With this TimelinesAI template, you can automate the process of creating items on your Monday.com board whenever a new outgoing WhatsApp chat is observed. Setting up this template allows you to ensure that each outgoing chat to new contacts (not yet in the Timelines AI account) automatically translates into actionable items on your Monday.com board.Few readersSynchronize 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 (1-prerequisiFew readers
Videos and Demos
This section contains no articles.