Automate monday.com Actions with HighLevel Workflows

TL;DR

HighLevel workflows can now automate actions in monday.com. Integrate your monday.com account and map fields to streamline operations.

Who this affects

HighLevel has not confirmed who this affects. If your agency or clients use monday.com for project management, this update is relevant.

What changed

monday.com can now be integrated directly with HighLevel.

HighLevel workflows are able to trigger automated actions on monday.com boards.

HighLevel workflows are able to trigger automated actions on monday.com items.

The monday.com account connection is accessed through HighLevel's integration settings.

Specific triggers like form submissions can now initiate monday.com task creations.

Payment events within HighLevel can also trigger monday.com task creations.

Custom fields, due dates, assignees, and project boards can be mapped between HighLevel and monday.com.

Actions can be tested in real-time before deployment.

New monday.com boards can be automatically created for client onboarding processes.

HighLevel has not confirmed any limits or plan gating for this feature.

HighLevel has not confirmed the rollout status.

Where to find it

Access the initial connection point via Settings > Integrations. Workflow configuration will be done within the Workflows section of the product.

How agencies will use this

An agency can set up an automated client onboarding process using this integration. When a new client completes an onboarding form in HighLevel, this form submission can trigger a workflow. Within that workflow, an action can be configured to automatically create a new client project board in monday.com, based on a template. Simultaneously, the workflow can create specific tasks on that new board, such as 'Initial Setup Call' or 'Access Credentials Request,' assigning them to specific team members and setting due dates. Furthermore, if the client makes an initial payment through HighLevel, another workflow could trigger an action to create a 'Payment Confirmed' task on their monday.com board, updating the project status automatically. This removes manual data entry and ensures immediate project initiation upon client engagement.

Our take

This is a major update. The ability to automate monday.com actions directly from HighLevel workflows streamlines operations significantly for agencies using both platforms. It removes manual tasks, reducing errors and saving time. While HighLevel has not confirmed details on who this affects, limits, or rollout, the core functionality itself is substantial for integration-focused agencies. Expect process efficiencies for client management and project delivery.