Connect monday.com and webCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New User
New Board
Choose an Action
Automatically do this!
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
Ready to use monday.com and webCRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggers when new user joins.
New Board
Triggers when a new board is created/updated
New Activity
Triggers when an activity is created.
New Delivery
Triggers when a new delivery is created.
New Document
Tiggers when a new document is created .
New Opportunity
Triggers when a new opportunity is created.
Do thisActions
Action is the task that follows automatically within your monday.com integrations.
Get Board Values
Returns the details of all column in a specific Board.
Create a Board
Creates a new board.
Archive Board
Archives a board with its ID.
Get Column Values
Returns the data for a specific column in a board .
Create a Column
Creates a new column in a board.
Create a Group
Creates a new group in a board.
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Frequently Asked Questions
To start, connect both your monday.com and webCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in monday.com triggers actions in webCRM (or vice versa).
Absolutely. You can customize how monday.com data is recorded in webCRM. This includes choosing which data fields go into which fields of webCRM, setting up custom formats, and filtering out unwanted information.
The data sync between monday.com and webCRM 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 webCRM. 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.
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