Monday.com + Occasion Integration

Integrate Monday.com to Occasion in one click, or tell Integrately AI how you want each booking handled. Capture attendee details, create board items, assign tasks, and notify your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
  • Occasion
    New booking is created in Occasion
Arrow Right
2.
  • Monday.com
    Create item in Monday.com
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Search multiple items in Monday.com
  • Monday.com
    Update group in Monday.com
  • Monday.com
    Move item to board in Monday.com
  • Monday.com
    Move item to group in Monday.com
  • Monday.com
    Search item in Monday.com
  • Monday.com
    Update item in Monday.com
  • Monday.com
    Get item details by id in Monday.com
  • Monday.com
    Create subitem in Monday.com
  • Monday.com
    Archive item in Monday.com
  • Monday.com
    Delete item in Monday.com
  • Monday.com
    Create update in Monday.com
  • Monday.com
    Create column in Monday.com
  • Monday.com
    Upload file to specific item in Monday.com
  • Monday.com
    Create board in Monday.com
  • Monday.com
    Archive board in Monday.com
  • Monday.com
    Create group in Monday.com
  • Monday.com
    Duplicate group in Monday.com
  • Monday.com
    Delete group in Monday.com
  • Monday.com
    Archive group in Monday.com
  • Monday.com
    Add user to board in Monday.com
  • Monday.com
    Add user to workspace in Monday.com
  • Monday.com
    Create tag in Monday.com
  • Monday.com
    Create workspace in Monday.com
  • Monday.com
    Add team to workspace in Monday.com
  • Monday.com
    Add team to board in Monday.com
  • Monday.com
    Search subitem in Monday.com
  • Monday.com
    Update subitem in Monday.com

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Monday.com + Occasion Integration

Capture new bookings, create board items, assign projects, update team tracking, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Occasion + Monday.com Integration

Create Monday.com item for new Occasion booking

Every time a new Occasion booking is created, this Occasion - Monday.com integration will generate a corresponding item in Monday.com automatically. This helps ensure that your team is always aware of the new bookings and can take the appropriate action.

Plus, it saves you time by eliminating the need to manually create items in Monday.com for all such Occasion bookings. The item can be assigned to the relevant team member and include all the necessary details such as the date, time, and other details of the booking.

By having this process automated, it will ensure that every booking is properly managed and that no bookings are forgotten about or left unmanaged. Additionally, it will help to keep the team organized and on track, as they will always know what needs to be done and when.
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Monday.com + Occasion flow

Send booking details to your CRM, alert your team on messaging apps, and sync schedules with calendar tools. Pick a combination and activate it in one click.

Monday.com
Occasion
+
ShopifyShopify (5)
+
MailchimpMailchimp (5)
+
SlackSlack (5)
+
Google CalendarGoogle Calendar (5)
+
StripeStripe (5)
+
ZoomZoom (5)
O
M
S
When a new booking is created in Occasion, create an item in Monday.com, and create a customer in Shopify.
New Occasion bookings instantly appear on your Monday.com board and add a new customer profile in Shopify without manual data entry.
O
M
S
When a new booking is created in Occasion, create an item in Monday.com, and create an order in Shopify.
Every Occasion booking triggers a new Monday.com board item and generates a corresponding order in Shopify for streamlined fulfillment.
O
M
S
When a new booking is created in Occasion, update an item in Monday.com, and update product inventory in Shopify.
Keep your project boards and Shopify store inventory perfectly aligned the moment a new Occasion booking is confirmed.
O
M
S
Use ChatGPT to summarise new Occasion booking notes, create an item in Monday.com, and create a customer in Shopify.
ChatGPT extracts key attendee requirements from Occasion bookings, logs them in Monday.com, and creates a Shopify customer profile.
O
M
S
S
When a new booking is created in Occasion, create an item in Monday.com, create a customer in Shopify, and post an alert in Slack.
Complete a 4-app pipeline that logs Occasion bookings in Monday.com, sets up Shopify customers, and notifies your team in Slack.

Supported triggers and actions for Monday.com and Occasion

Mix and match to build the exact automation you need

Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
Try it →
Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
Try it →
Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
Try it →
Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
Try it →
Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
Try it →
Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
Try it →
Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
Try it →
Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
Try it →
Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
Try it →
Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
Try it →
Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
Try it →
Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
Try it →
Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
Try it →
Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
Try it →
Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
Try it →
Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
Try it →
Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
Try it →
Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
Try it →
Update is created in Monday.com
Triggers the automation when an update is created
Try it →
Board is created in Monday.com
Triggers the automation when a new board is created
Try it →
User joins in Monday.com
Triggers the automation when a new user joins the platform
Try it →
Create item in Monday.com
Generates a new item
Try it →
Get subitem by id in Monday.com
Try it →
Search multiple items in Monday.com
Locates and retrieves items information
Try it →
Update group in Monday.com
Try it →
Move item to board in Monday.com
Try it →
Move item to group in Monday.com
Try it →
Search item in Monday.com
Locates and retrieves particular item information
Try it →
Update item in Monday.com
Updates an item with new information
Try it →
Get item details by id in Monday.com
Retrieves detailed information of a item using its id
Try it →
Create subitem in Monday.com
Creates a new subitem
Try it →
Archive item in Monday.com
Store an item for future reference
Try it →
Delete item in Monday.com
Removes the selected item
Try it →
Create update in Monday.com
Creates a new update
Try it →
Create column in Monday.com
Adds a new column to a dataset or spreadsheet
Try it →
Upload file to specific item in Monday.com
Uploads a file to a item within a system
Try it →
Create board in Monday.com
Generates a new board
Try it →
Archive board in Monday.com
Archive board to store historical data
Try it →
Create group in Monday.com
Creates a new group based on particular criteria
Try it →
Duplicate group in Monday.com
Creates a copy of an existing group
Try it →
Delete group in Monday.com
Removes a particular group from the system
Try it →
Archive group in Monday.com
Archives a particular group for future reference
Try it →
Add user to board in Monday.com
Adds a user to a board
Try it →
Add user to workspace in Monday.com
Adds a user to the particular workspace
Try it →
Create tag in Monday.com
Generates a new tag
Try it →
Create workspace in Monday.com
Creates a new workspace
Try it →
Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
Try it →
Add team to board in Monday.com
Adds a team to the board
Try it →
Search subitem in Monday.com
Automatically searches for a specific subitem
Try it →
Update subitem in Monday.com
Automatically updates an existing subitem
Try it →
Occasion
Occasion Triggers & Actions
New booking is created in Occasion
Triggers the automation when a new booking is created
Try it →
No action is available

What can you automate with Monday.com + Occasion?

Streamline your event operations by connecting every new booking in Occasion directly to powerful project management workflows in Monday.com.

What you can automate?
📋
Create project items from new bookings
Every new booking in Occasion automatically generates a tracked item on your Monday.com board. Eliminate manual data entry and ensure every participant is accounted for immediately.
📝
Capture every submitted custom field
Map all custom participant answers and intake notes from your Occasion registration forms into separate Monday.com columns. Your board becomes a comprehensive reference for your team.
🔔
Alert your team the moment bookings arrive
Trigger instant team notifications across your messaging channels as soon as a new booking is registered in Occasion. Keep operational staff prepared for upcoming group experiences.
🔀
Route submissions based on booking type
Sort incoming registrations dynamically depending on whether a booking is standard, VIP, or corporate. Direct each submission to the correct Monday.com board and assign specialized workflows.
🔄
Keep board statuses updated in real time
Reflect schedule updates, attendee modifications, and completion milestones instantly across your Monday.com boards whenever changes occur in Occasion.
🔍
Search and update existing records
Check for existing participant records on your Monday.com boards before creating new items. Prevent duplicate entries and maintain a clean, organized project workspace.
📅
Manage later status changes and cancellations
Handle attendee cancellations, reschedules, and payment updates smoothly by triggering automated board adjustments in Monday.com when booking statuses change.
🌐
Extend your workflow to messaging and CRM apps
Connect your core Occasion and Monday.com setup with Slack, HubSpot, Mailchimp, or Stripe to create multi-step pipelines that span your entire tech stack.
And much more...

Who is Monday.com + Occasion integration for?

Connecting Monday.com and Occasion eliminates manual data entry between your booking platform and project boards, keeping teams aligned and schedules on track.

Operations Managers
Operations Managers
Event Coordinators
Event Coordinators
Client Success Leads
Client Success Leads
Registration Teams
Registration Teams
Project Planners
Project Planners
Operations Analysts
Operations Analysts
📈
Operations Managers
You're overseeing event capacity across multiple group experiences but your tracking board only updates when someone manually exports bookings, so the registration counts you're reviewing against are always a few hours behind — with this integration, every new booking lands on your board instantly and your numbers stay current.
Event Coordinators
You manage last-minute participant requests and schedule changes, but finding out about new bookings hours later leaves your preparation timeline compressed — automating both apps means every registration creates a tracked item immediately and your team starts prep without delay.
🤝
Client Success Leads
You answer to stakeholders who want real-time visibility into participant onboarding progress, but piecing together booking logs and project boards manually wastes hours before every review meeting — connecting these apps means your progress boards update automatically and stakeholders see accurate data.
📊
Registration Teams
You process high volumes of participant submissions every day, but copy-pasting customer details from your booking platform into project boards creates tedious bottlenecks and avoidable typos — with this integration, every submission populates your board correctly and data entry errors disappear.
🎯
Project Planners
You depend on upstream booking data to assign tasks and schedule resources, but waiting for manual handoffs stalls your workflow and delays project kickoff — automating both apps means your task boards populate the moment a registration occurs and project work begins instantly.
🗂️
Operations Analysts
You rely on complete historical logs for attendance reporting, but scattered booking records and missed manual entries leave frustrating gaps in your audit trail — this integration means every participant record logs cleanly and your operational history remains 100% reliable.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Monday.com + Occasion

Build and manage your Monday.com + Occasion automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Monday.com + Occasion with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Monday.com to Occasion?
Frequently Asked Questions
You can connect Monday.com to Occasion in 1 click using ready templates on Integrately, or use Integrately AI to build custom multi-step workflows with Slack, Mailchimp, and other apps.
Can I automatically create Monday.com items when a new booking is created in Occasion?
Frequently Asked Questions
Can I connect Monday.com, Occasion, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Monday.com and Occasion?
Frequently Asked Questions
How does Monday.com handle custom fields from Occasion bookings?
Frequently Asked Questions
Can I update existing items in Monday.com when booking details change in Occasion?
Frequently Asked Questions
Do I need coding skills to automate Monday.com and Occasion?
Frequently Asked Questions
Is the Monday.com and Occasion integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Monday.com or Occasion With 1500+ Other Apps

Monday.com
Popular Monday.com Integrations
Connect Monday.com with project management, time tracking, and reporting tools to keep your team workflows aligned.
Occasion
Popular Occasion Integrations
Sync Occasion with marketing, calendar, and payment tools to capture bookings and grow your participant base.
See All
Occasion Integrations arrow right
No popular apps found