Monday.com + Customerly Integration

Connect Monday.com to Customerly - Automate your workflows in 1-click

Make use of Monday.com automations to improve team communication and gain real-time visibility into project progress. With Customerly automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. And automate all the repetitive tasks between Monday.com & Customerly using Integrately.

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Ready Workflows For Monday.com + Customerly Integration

Just click on the workflow you want to automate

Create Monday.com item for new Customerly contact

Customerly and Monday.com are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Customerly, do you also create a item in Monday.com? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

Activate

When User is created in Customerly > Check any condition > Create item in Monday.com

Customerly + Monday.com Integration

Activate

When Lead is created in Customerly > Check any condition > Create item in Monday.com

Customerly + Monday.com Integration

Activate

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Create Your Own Monday.com & Customerly Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Sub-item is created in Monday.com
Triggers the automation whenever a subitem is created
Instant
Item is created in board in Monday.com
Triggers the automation whenever a new item is created from a particular board
Instant
Specific column value is changed on board in Monday.com
Triggers the automation whenever a column value is changed on a board
Instant
Column value is changed on board in Monday.com
Triggers the automation whenever a column value on a particular board is updated
Instant
Item is moved to specific group in Monday.com
Triggers the automation whenever an item is moved to a group
Instant
Update is created in Board in Monday.com
Triggers the automation whenever an update is created on a board
Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation whenever a sub-item column value is changed on a board
Instant
Item is moved to any group in Monday.com
Triggers the automation whenever an item is moved to a different group
Instant
Item is deleted in board in Monday.com
Triggers the automation whenever a new item is created from a particular board
Instant
Item name is changed in Monday.com
Triggers the automation whenever the name of any item is updated
Instant
Column is created for item in Monday.com
Triggers the automation whenever a new field is added to a item
Instant
Item is archived in board in Monday.com
Triggers the automation whenever an item is archived in a board
Instant
Item is restored in board in Monday.com
Triggers the automation whenever an item is restored within a board
Instant
Sub-item name is changed in Monday.com
Triggers the automation whenever a subitem name is modified
Instant
Comment is added to subitem in Monday.com
Triggers the automation whenever a comment is added to a subitem
Instant
Sub-item is moved in Monday.com
Triggers the automation whenever a subitem is moved to a different location
Instant
Sub-item is archived in Monday.com
Triggers the automation whenever a subitem is archived
Instant
Sub-item is deleted in Monday.com
Triggers the automation whenever a subitem is deleted
Instant
Update is created in Monday.com
Triggers the automation whenever an update is created
Board is created in Monday.com
Triggers the automation whenever a new board is created
User joins in Monday.com
Triggers the automation whenever a new user joins the platform
Lead is created in Customerly
Triggers the automation whenever a new lead is created
Instant
User is created in Customerly
Triggers the automation whenever a new user is created
Instant
User is tagged in Customerly
Triggers the automation whenever a user is tagged
Instant
User is unsubscribed in Customerly
Triggers the automation whenever a user is unsubscribed
Instant
Lead converted to user in Customerly
Triggers the automation whenever a lead is successfully converted into a user
Instant

Get subitem details by ID in Monday.com
Create item in Monday.com
Automatically generates a new item
Search item in Monday.com
Automatically locate and retrieve particular item information
Update item in Monday.com
Automatically updates an item with new information
Get item details by id in Monday.com
Automatically retrieves detailed information of a item using its ID
Create subitem item in Monday.com
Automatically creates a new subitem
Archive item in Monday.com
Automatically store an item for future reference
Delete item in Monday.com
Automatically removes the selected item
Create update in Monday.com
Automatically creates a new update
Create column in Monday.com
Automatically adds a new column to a dataset or spreadsheet
Upload file to specific item in Monday.com
Automatically uploads a file to a item within a system
Create board in Monday.com
Automatically generates a new board
Archive board in Monday.com
Automatically archive board to store historical data
Create group in Monday.com
Automatically creates a new group based on particular criteria
Duplicate group in Monday.com
Automatically creates a copy of an existing group
Delete group in Monday.com
Automatically removes a particular group from the system
Archive group in Monday.com
Automatically archives a particular group for future reference
Add user to board in Monday.com
Automatically adds a user to a board
Add user to workspace in Monday.com
Automatically adds a user to the particular workspace
Create tag in Monday.com
Automatically generates a new tag
Create workspace in Monday.com
Automatically creates a new workspace
Add team to workspace in Monday.com
Automatically invites team members to collaborate in the particular workspace
Add team to board in Monday.com
Automatically adds a team to the board
Create user in Customerly
Automatically generates a new user account
Add tag to user in Customerly
Automatically assigns a tag to a user based on particular criteria
Create lead in Customerly
Automatically generates new leads for potential customers

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You Can Also Connect Monday.com or Customerly With 1200+ Other Apps

monday.com is the project management tool that brings your team together and keeps everyone on track towards a common goal. It makes it easy to plan, collaborate and get work done.

See Monday.com Integrations

Customerly is the fully integrated CRM system for e-commerce businesses. It helps you boost your customer engagement, automate your marketing and sales processes, convert more customers, and grow your business.

See Customerly Integrations