monday.com integrationThree native Workflow Builder triggers, Whatsable Live Chat on the item and in My Work, and Send Template Message when status changes. Your team stays in Monday; customers stay on WhatsApp.
Available on Pro and Agency plans · Official Meta Tech Provider
Pick the right trigger for your flow. Use Triggers 1 & 2 to create new items. Use Trigger 3 to keep existing items in sync on every exchange.
Creates a Monday item when someone messages your WhatsApp Business number for the first time. Perfect for lead capture and support ticket creation.
Best for: Create a new Monday item the first time a contact writes in.
Whatsable
namephonecountrylabelmessageattachment_urllast_message_timeai_enabledautomation_noteCreates a Monday item when your team starts a new WhatsApp conversation with a contact. Ideal for tracking outbound sales and marketing efforts.
Best for: Create a new Monday item when your team opens the first chat.
namephonecountrylabelmessageattachment_urllast_message_timeai_enabledautomation_notesent_byFires on every WhatsApp message in both directions. Use this to keep existing items in sync, post into Updates, and map label to a Monday column or branch condition.
Best for: Keep existing items in sync on every exchange. Pair with Find Matching Item on phone (E.164).
namephonecountrylabelmessageattachment_urllast_message_timeai_enabledautomation_notesent_byis_incomingPick the right trigger. Use Triggers 1 and 2 to create new items. Use Trigger 3 to keep existing items in sync on every exchange. In Monday’s Workflow Builder, open the data picker and look for When New Message Received or Sent in WhatsApp when you need every exchange.
Trigger WhatsApp template messages from Monday. For quiet-chat follow-ups, use Whatsable’s ProactiveBot in the Whatsable Console — not a Monday Workflow Builder action.
How it works inside Monday
Typical Monday status → WhatsApp template recipes. Use Meta-approved templates only. Quiet follow-ups belong in ProactiveBot, not this action.
In Monday’s Workflow Builder, add the Send Template Message action, pick an approved template, and map column values. Monday’s native Delay plus Send Template Message cannot automatically check whether the customer replied on WhatsApp. For those sequences, use ProactiveBot in the Whatsable Console.
Every Monday item connected to a WhatsApp conversation gets a Whatsable Live Chat tab alongside Updates, Files, and Activity Log. Your team sends and receives WhatsApp messages without leaving Monday.
Open all active WhatsApp conversations from Monday My Work under the Whatsable Live Chat tab. See which threads need attention across every board.
WhatsApp messages post to Monday's Updates feed on connected items. The whole team sees the conversation with timestamps and sender information.
In Monday's Workflow Builder, add the native Find Matching Item step and match on phone in E.164 (for example +34612345678). Triggers 1–2 create items; Trigger 3 plus Find Matching Item updates the right item.
When an item moves to Shipped, Resolved, or any status you choose, Whatsable sends an approved WhatsApp template with values mapped from Monday columns.
Whatsable is verified by Meta. The monday.com integration is available on Pro and Agency plans.
New WhatsApp support requests create Monday items automatically. The support team replies from the Whatsable Live Chat tab on the item. Status changes send customer update templates, and the full conversation stays with the ticket.
Outcome: Support works in Monday. Customers stay on WhatsApp.
Incoming WhatsApp leads become Monday sales items. The sales team chats with prospects from the board. Deal-stage changes send approved WhatsApp templates, and conversation engagement is tracked in Monday columns.
Outcome: Outbound and inbound chats land on the right deal without a spreadsheet.
Customer order inquiries create Monday items. Order status updates trigger WhatsApp notifications with Send Template Message. Customer service handles questions from the Monday workspace, and delivery confirmations send automatically.
Outcome: Status on the board is the same status the customer sees on WhatsApp.
WhatsApp booking requests become Monday calendar items. Confirmation and reminder messages send on status changes. Reschedule requests update Monday items, and staff coordinate from the Live Chat tab on the board.
Outcome: Bookings and reminders stay attached to the Monday item.
When you add the Send Template Message action in Monday’s Workflow Builder, Whatsable automatically detects every variable type your template contains and surfaces them as mappable fields.
Each {{1}}, {{2}}… placeholder in your template body becomes a separate field. Map it to any Monday column (name, order number, date, or any text value from the board item.
Templates with an image, document, or video header expose a media field. Paste or map a URL. Whatsable fetches and attaches the file automatically before sending.
If your template has a “Visit Website” button with a {{1}} suffix, a visit_website field appears. Map it to a Monday column containing the personalised link for each contact.
Only Meta-approved templates appear in the dropdown. The Live Chat item view reads the phone number from any phone-type column on the board automatically.
Every field returned by each trigger, exactly as it appears in Monday’s dynamic data picker when you build your workflow.
Creates a Monday item when someone messages your WhatsApp Business number for the first time. Perfect for lead capture and support ticket creation. Fires once per new contact.
TriggerWhatsable: When New Incoming Chat Received
| Field | Type | Description | Example |
|---|---|---|---|
name | Text | Contact display name | Sara Gómez |
phone | Phone | E.164 number, map to your phone column | +34612345678 |
country | Text | Country detected from the phone number | Spain |
label | Text | Label auto-assigned by Whatsable rules | New Lead |
message | Text | Body of the first incoming message | Hi, I saw your listing on Idealista… |
attachment_url | URL | Map this trigger field in Monday workflows | https://cdn.whatsable.app/… |
last_message_time | Date/Time | Timestamp of the message | 2025-06-12T09:41:00Z |
ai_enabled | Boolean | Whether the AI agent is active for this chat | true |
automation_note | Text | Note from Whatsable automation on this chat | Created from inbound chat |
Creates a Monday item when your team starts a new WhatsApp conversation with a contact. Ideal for tracking outbound sales and marketing. Fires once per new outbound contact.
TriggerWhatsable: When New Outgoing Chat Created
| Field | Type | Description | Example |
|---|---|---|---|
name | Text | Contact display name | James Thornton |
phone | Phone | E.164 number, map to your phone column | +447700900123 |
country | Text | Country detected from the phone number | United Kingdom |
label | Text | Label assigned to the contact | Prospect |
message | Text | Body of the opening outbound message | Hi James, following up on our proposal… |
attachment_url | URL | Map this trigger field in Monday workflows | https://cdn.whatsable.app/… |
last_message_time | Date/Time | Timestamp of the outgoing message | 2025-06-13T14:22:00Z |
ai_enabled | Boolean | Whether the AI agent is active for this chat | false |
automation_note | Text | Note from Whatsable automation on this chat | Logged from outbound chat |
sent_by | Text | Team member or automation that sent the message | Alex Rivera |
Fires on every WhatsApp message in both directions. Use this to keep existing items in sync, post into Updates, and map label to a Monday column or branch condition. Pair with Monday Find Matching Item on phone (E.164).
TriggerWhatsable: When New Message Received or Sent in WhatsApp
| Field | Type | Description | Example |
|---|---|---|---|
name | Text | Contact display name | Sara Gómez |
phone | Phone | Use this to match the board item via Find Matching Item | +34612345678 |
country | Text | Country detected from the phone number | Spain |
label | Text | Map to a Monday column or branch condition | New Lead |
message | Text | Message body, post to the item Updates feed | Confirmed for Tuesday at 3pm |
attachment_url | URL | Map this trigger field in Monday workflows | https://cdn.whatsable.app/… |
last_message_time | Date/Time | Timestamp, map to a Last Contact column | 2025-06-14T11:05:00Z |
ai_enabled | Boolean | Whether the AI agent is active for this chat | true |
automation_note | Text | Note from Whatsable automation on this chat | Synced from WhatsApp |
sent_by | Text | Team member name (outgoing only) | Daniela Cruz |
is_incoming | Boolean | true = from customer, false = from your team | true |
Path: Whatsable Console → Connect To → Monday → marketplace Install → Authorize. Then build your first workflow. Available on Pro and Agency.
Log in to your Whatsable Console.
Navigate to Connect To → Monday, then click Install from Marketplace.
Click Authorize, select your monday.com workspace, and grant board and item permissions.
In Monday's Workflow Builder, choose a trigger (new incoming chat is recommended), then pick the target board and group.
Map WhatsApp fields to Monday columns. For Trigger 3, add Find Matching Item on phone in E.164 (for example +34612345678).
Optional: create a Monday automation When status changes, add Whatsable Send Template Message, pick an approved template, and map column values to template variables.
Whatsable integrates with all monday.com plans. You need a Whatsable Pro or Agency plan to access the monday.com integration.
Yes. Every Monday item connected to a WhatsApp conversation gets a Whatsable Live Chat tab, alongside Updates, Files, and Activity Log, where you can send and receive messages without leaving Monday. You can also open all conversations from Monday My Work → Whatsable Live Chat.
Use Monday's native Find Matching Item on the phone column in E.164 format (for example +34612345678). Triggers 1 and 2 fire once per new contact for create-item flows; Trigger 3 plus Find Matching Item updates the matching item instead of creating duplicates.
Use Whatsable's ProactiveBot to set up follow-up sequences with custom timing and conditions. Configure these in the Whatsable Console — ProactiveBot is not a Monday Workflow Builder action.
You can use Monday's native Delay action combined with status conditions and Whatsable's Send Template Message action. This approach cannot automatically check if the customer has replied on WhatsApp.
Yes. All WhatsApp messages automatically post to the Updates feed on connected Monday items, so your team sees the complete conversation timeline.
Trigger payloads can include an attachment_url field you map in Monday workflows. Chat with the contact from the Whatsable Live Chat tab on the item.
Stop losing customer conversations in the gap between WhatsApp and your Monday workspace. Create items automatically, chat directly from Monday boards, and trigger messages when your project status changes.
Available on Whatsable Pro and Agency plans · Official Meta Tech Provider
