Overview

• TimelinesAI and Monday CRM Integration

  If you want to integrate Monday.com with WhatsApp, you may do so via the TimelinesAI-Monday.com integration. In this article we'll see: Integration Setup on TimelinesAI Step 1: Install TimelinesAI in your Monday Account Step 2: Authorize TimPopular

Board automations and templates

• Monday CRM Integration Template: Send an Automated Message

  In this article, we'll go over the process of how to set up a Monday template that can allow you to send automated WhatsApp messages. Have in mind that sending automated messages requires the following: An active TimelinesAI subscription An active Monday subscription A connected WhatsApp account on TimelinesAI A configured Monday CRM Integration (https://help.timelines.ai/en/articlePopular

• Monday CRM Integration Template: Sync WhatsApp Messages as Board Item Updates

  This template will allow you to sync WhatsApp messages, including attachments, to board items on your Monday CRM. Requirements: Have an active TimelinesAI subscription A WhatsApp account connected to your TimelinesAI workspace A configured Monday CRM Integration Getting Started Head over to your Monday CRFew readers

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

  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: via TimelinesAI Automation template via monday.com Custom Automation (https://help.timelines.ai/en/article/create-items-in-mondaycom-board-for-newFew readers

• Monday.com: sync WhatsApp messages as updates for board items

  via Make.com This flow creates an update for a board item at Monday.com when WhatsApp message are received or sent Create a new scenario at Make.com Add a Custom Webhook module (https://help.timelines.ai/en/article/makecom-how-to-create-a-tiFew readers

Videos and Demos

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Troubleshooting

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