Connect monday.com and client diary to Build Intelligent Automations
Choose a Trigger
When this happens...
New User Joins
Board Column Value Changes
Board Is Created Or Updated
New Item Created
Subitem Is Updated
New subitem in board
New Item in Board
Item Moves to a Group
New Subitem Created
Choose an Action
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- Request a new Action for client diary
Enable Integrations or automations with these events of monday.com and client diary
Enable Integrations or automations with these events of monday.com and client diary
Triggers
New User Joins
Runs when new user joins
Board Column Value Changes
Runs when a column value on a board is updated.
Board Is Created Or Updated
Runs when board is created or updated
New Item Created
Runs when a new item is created on a board.
Subitem Is Updated
Runs when a subitem is updated on a board.
New subitem in board
Triggers when a New subitem in board
Actions
Create Board
Create a new monday.com board with the specified name and type; optionally assign it to a workspace or use a template. Returns the new board's ID.
Archive Board
Archive a board to remove it from active boards while preserving its data.
Get Column Values
Retrieve column values for a specific item or a single column by its ID.
Create Column
Add a new column to a board with the selected type and title.
Create Group
Create a new group on a specified monday.com board using the provided group name.
Delete Item
Delete an item from a monday.com board.
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Frequently Asked Questions
To start, connect both your monday.com and client diary accounts to viaSocket. Once connected, you can set up a workflow where an event in monday.com triggers actions in client diary (or vice versa).
Absolutely. You can customize how monday.com data is recorded in client diary. This includes choosing which data fields go into which fields of client diary, setting up custom formats, and filtering out unwanted information.
The data sync between monday.com and client diary typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between monday.com and client diary. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About monday.com
monday.com is a work operating system that powers teams to run projects and workflows with confidence. It's a simple but intuitive tool that enables people to manage work, meet deadlines, and build a culture of transparency.
Learn MoreAbout client diary
Client Diary is a booking & business management app to deliver an exceptional client experience with appointments management and drive your business.
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