Connect monday.com and workbooks to Build Intelligent Automations
Choose a Trigger
When this happens...
New User Joins
Item Column Value Changes
Board Created Or Updated
New Item Created
Subitem Is Updated
New SubItem Created
New Item Added to Board
Item Moves to a Group
New Subitem Created
Choose an Action
Automatically do this!
- Request a new Action for workbooks
Enable Integrations or automations with these events of monday.com and workbooks
Enable Integrations or automations with these events of monday.com and workbooks
Triggers
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.
Actions
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
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.
Delete Item
Deletes an item from a monday.com board.
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Frequently Asked Questions
To start, connect both your monday.com and workbooks accounts to viaSocket. Once connected, you can set up a workflow where an event in monday.com triggers actions in workbooks (or vice versa).
Absolutely. You can customize how monday.com data is recorded in workbooks. This includes choosing which data fields go into which fields of workbooks, setting up custom formats, and filtering out unwanted information.
The data sync between monday.com and workbooks 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 workbooks. 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 workbooks
Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.
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