Monday.com integrationThree native triggers, a live chat item view, and conditional follow-ups, all built directly into Monday's Workflow Builder. Your team stays in Monday, customers stay on WhatsApp.
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.
A brand-new contact sends your business a WhatsApp message for the first time.
Best for: Instantly create a Monday item (lead, support ticket, or customer record) the moment someone reaches out.
Whatsable
namephonecountrymessagelabelattachment_urllast_message_timeai_enabledYour team sends a first WhatsApp message to a contact that doesn't yet exist in your system.
Best for: Automatically log a Monday item when sales reps start prospecting, capturing the rep name and opening message.
namephonecountrymessagesent_bylabellast_message_timeai_enabledEvery single message, from any contact (new or existing, inbound or outbound), fires this trigger.
Best for: Keep board items continuously in sync. Post each message to the activity feed and update the last-contact timestamp automatically.
namephonemessageis_incomingsent_byattachment_urllast_message_timeai_enabledIn Monday’s Workflow Builder, open the data picker on any action step and look for Step 1 followed by your trigger name (for example, “When New Message Received or Sent”).
Your team shouldn’t have to remember who still owes a reply. WhatsAble waits for you, checks whether the customer answered, and sends a WhatsApp follow-up only if they haven’t, so you chase less and never double-message someone who already responded.
How it works inside Monday
Pick the delay that fits your workflow. Short waits work for hot leads and appointment confirmations. Longer waits suit onboarding docs, quotes, and payment reminders.
In Monday’s Workflow Builder, add the Send Follow-Up Message action: pick your delay, set the “only if no reply” condition, choose a template, and publish. No Zapier, no code, no spreadsheets to maintain.
The WhatsAble item view embeds directly inside Monday items. Your team sends and receives WhatsApp messages without leaving their board.
Trigger 1 creates a Monday item the moment a new contact messages you, with name, phone, country, and first message all pre-filled.
When an item moves to 'Shipped', 'Resolved', or any status you choose, WhatsAble fires an approved WhatsApp template automatically.
Schedule a conditional message: wait a set time, then check whether they replied. If not, send the follow-up. If yes, skip it cleanly.
Phone, country, label, AI agent state, attachment URLs, and timestamps, all mappable to any column on your board.
WhatsAble is verified by Meta. Your number, templates, and workflows are fully compliant with WhatsApp Business Platform policies.
A prospect messages your business number for the first time. The 'New Incoming Chat' trigger fires, creates a Monday item with their name, phone, country, and first message, then posts the message as a board activity update.
Outcome: Zero-touch lead capture. Every new enquiry lands in your board within seconds.
A sales rep opens a new conversation in WhatsAble to cold-outreach a lead. The 'New Outgoing Chat' trigger fires, creates a Monday item for that contact, and logs the opening message and the rep's name automatically.
Outcome: Outbound activity is captured without reps filling in manual CRM fields.
When an item's Status column changes to 'Shipped' or 'Resolved', Monday triggers WhatsAble to send an approved WhatsApp template with the customer's name and order reference mapped from board columns.
Outcome: Customers get proactive WhatsApp updates. Support queries drop because they already know the status.
Item enters 'Waiting on client' status. Whatsable sends a document-request template. A 48-hour delay step runs. If the customer still hasn't replied, a second template is sent automatically. Otherwise the workflow exits cleanly.
Outcome: Onboarding pipeline moves without a single manual chase.
A new buyer lead messages the agency number. Whatsable creates a Monday item for the agent, sends a viewing invite template, and every subsequent message updates the item's activity feed so the agent has full context.
Outcome: Board and inbox stay perfectly aligned for every active property.
A support ticket item is created from a web form. Whatsable messages the customer from the assigned agent's number. Every message, both directions, logs to the item activity feed so any teammate can pick up the thread without losing context.
Outcome: Clean handoffs and zero 'can you repeat that?' moments.
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.
When a brand-new contact sends your business a WhatsApp message, this trigger fires once and returns the contact data you map to your board columns.
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 |
message | Text | Body of the first incoming message | Hi, I saw your listing on Idealista… |
label | Text | Label auto-assigned by WhatsAble rules | New Lead |
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 |
When your team initiates a first conversation with a brand-new contact, this trigger fires once and creates the Monday item with sender information included.
TriggerWhatsAble: When New Outgoing Chat Created
| Field | Type | Description | Example |
|---|---|---|---|
name | Text | Contact display name | James Thornton |
phone | Phone | Contact phone number | +447700900123 |
sent_by | Text | Team member or automation that sent the message | Alex Rivera |
message | Text | Body of the opening outbound message | Hi James, following up on our proposal… |
label | Text | Label assigned to the contact | Prospect |
last_message_time | Date/Time | Timestamp of the outgoing message | 2025-06-13T14:22:00Z |
Every time any message is sent or received, for any contact (new or existing), this trigger fires. Use Find Matching Item to update the right board item on every exchange.
TriggerWhatsAble: When New Message Received or Sent in WhatsApp
| Field | Type | Description | Example |
|---|---|---|---|
phone | Phone | Use this to match the board item via Find Matching Item | +34612345678 |
message | Text | Message body, post to item activity feed | Confirmed for Tuesday at 3pm |
is_incoming | Boolean | true = from customer, false = from your team | true |
sent_by | Text | Team member name (outgoing only) | Daniela Cruz |
attachment_url | URL | Link to any media sent in the message | https://cdn.whatsable.app/… |
last_message_time | Date/Time | Timestamp, map to a Last Contact column | 2025-06-14T11:05:00Z |
Two phases: link WhatsAble to your Monday workspace, then build your first workflow in the Workflow Builder. Most teams are live in under 10 minutes.
Log in to your Notifyer Console and click Connect To → Monday.com in the sidebar.
Click Install WhatsAble on the integration page and follow the Monday marketplace flow.
Click Authorize on the Monday consent screen to link WhatsAble to your workspace.
Open Monday's Workflow Builder, search for WhatsAble, and choose one of the 3 triggers.
Map the trigger data fields to your board columns and configure your action (Create Item, Send Template, etc.).
Publish the workflow and test with a single contact before rolling out across the board.
Two ways: (1) The WhatsAble Live Chat item view embeds directly inside any Monday item so your team can send and receive messages from the board. (2) Workflows using Trigger 3 post every message to the item's activity feed so the full conversation history is visible inline.
Trigger 1 fires once when a brand-new contact messages you (inbound). Trigger 2 fires once when your team initiates a conversation with a new contact (outbound). Trigger 3 fires on every single message, both directions, all contacts, new and existing. Use Triggers 1 and 2 to create board items; use Trigger 3 to keep them continuously updated.
Build a workflow using Monday's native Delay step combined with a status condition check. When an item enters a waiting status, add a delay (e.g. 48 hours), then check whether the status has changed (indicating a reply was received). If it hasn't, fire the WhatsAble Send Template Message action. This requires no code; it's all inside Monday's Workflow Builder.
Yes. WhatsAble's shared inbox assigns conversations to specific team members. Only the owner gets notifications for their items, but any teammate can see and reply to any thread. The sent_by field in Trigger 3 shows which team member sent each message.
For outbound messages triggered by board events (e.g. status changes), yes, you must use a Meta-approved WhatsApp Business template. For replies within the 24-hour customer service window, you can use non-template messages. Both are supported in WhatsAble.
Triggers 1 and 2 only fire once per phone number, the very first time a contact appears in WhatsAble. For existing contacts, use Trigger 3 (Every Message) combined with Monday's Find Matching Item block to update the right board item instead of creating a duplicate.
Unlimited messaging from your own number, team inbox, AI assistant, and automations, all inside Monday.
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