monday.com automation for board updates, lead handoffs, and tasks
Create monday.com items from new leads, route status updates to Slack, and keep deadlines moving without manual check-ins.
Connect monday.com with 2200+ apps
Ready to use monday.com automations
Triggers and Actions in monday.com Automations
viaSocket makes it simple to connect monday.com and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
New User Joins
Runs when a new user joins
Item Column Value Changes
Runs when a column value on a board is updated.
Board Created Or Updated
Runs when a 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 Created
Runs when a new subitem is created on a board.
Do thisActions
Action is the task that follows automatically within your monday.com integrations.
Create Board
Create a new board
Archive Board
Archives a board to remove it from active boards while preserving its data.
Get Item Column Values
Get column values for an item
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.
Delete Item
Deletes an item from a monday.com board.
Real-world use cases of monday.com integrations
See how monday.com integrates with popular apps to automate tasks and streamline your workflow.
Create monday.com items from new HubSpot deals so sales follow-up starts with the right owner.
Send monday.com status changes to Slack when project blockers need immediate team attention.
Add monday.com task deadlines to Gmail reminders so account managers never miss client handoffs.
Sync completed monday.com items to Jira when development work is ready for engineering.
Log monday.com board updates in your spreadsheet for weekly reporting and budget reviews.
Route monday.com intake requests to your CRM when a lead needs qualification and follow-up.
How to get started with monday.com automations
Automate when something happens in monday.com
Login -> Create new flow -> Select trigger -> Search monday.com -> Choose the trigger from the list
Take action in monday.com when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search monday.com -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
viaSocket connects to monday.com using its standard integration options so you can read and update boards, columns, and items. Set up is a few clicks—no coding required—and you pick the triggers and actions you want to run.
Yes. viaSocket can pull leads into monday.com, run AI-enabled automation to score and prioritize them, then auto-assign reps or create follow-up tasks—so qualified leads get immediate attention.
Common triggers include item created, item updated, and column value changes. Actions include creating or updating items, changing statuses, posting messages, syncing data to other apps, and running AI tasks like summarization or classification.
Automations use encrypted connections and standard auth methods. You control access and permissions. Triggers run near real-time for most workflows, with configurable schedules or immediate actions depending on the task.
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.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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