Monday for Workflows

Optimize Workflow Management for Agencies

Monday is a versatile project management platform that empowers agencies to streamline workflows, centralize tasks, and enhance collaboration. With integrated actions and triggers, you can automate repetitive tasks, organize projects efficiently, and maintain a clear overview of your team’s progress—all from within your workflows.

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Folder Management

Column Customization

Sub-Item Support

Trigger Automation

Detailed Information

Actions

Create a Folder

Organize your projects by creating new folders for better structure and accessibility.

Update a Folder

Modify folder details to keep your organizational structure up-to-date.

Delete a Folder

Remove unnecessary folders and maintain a clutter-free workspace.

Create Board

Set up new boards for project tracking, task management, or team collaboration.

Update Board

Revise board settings to reflect changes in project requirements.

Archive Board

Retain important boards for future reference without cluttering your workspace.

Detailed Information

Triggers

Column Value Changed

Automatically react when a column value is updated, ensuring dynamic workflows.

Item Created

Initiate processes whenever a new item is added to a board, keeping projects moving.

Item Name Updated

Stay informed or trigger actions when an item’s name is modified.

Change Status Column Value

Automatically initiate workflows whenever the status column of an item is updated, keeping your processes responsive and on track.

Detailed Information

Use Cases

Streamlined Project Management

Organize client projects into boards, track progress with updates, and maintain clear accountability.

Effortless Collaboration

Enable seamless team communication with shared boards, comments, and file attachments.

Dynamic Workflows

Automate triggers like Item Created or Column Value Changed to save time and boost efficiency.

Monday for Workflows

Why Choose Monday for Workflows?

Customizable and Scalable Boards
Tailor boards, columns, and groups to match your exact workflow needs whether you're managing a small project or scaling across teams.
Powerful Automation and Triggers
Automate routine tasks with dynamic triggers like status or item changes, boosting efficiency and reducing manual work.
Seamless Team Collaboration
Enable real-time updates, file sharing, and communication all in one centralized workspace to keep your team aligned.

Apps Installation and Integration

Custom Actions

Create Contact

Language Detector

Get Contact

Update Custom Field

Create Company

Get Company

Create Individual

Get Individual

Create Site

Get Site

Create Job

Get Job

Create Employee

Get Employee

Update Employee

Delete Employee

Create Vendor

Get Vendors

Update Vendor

Delete Vendor

Create Catalog Group

Get Catalog Group

Update Catalog Group

Delete Catalog Group

Create Catalog

Get Catalog

Update Catalog

Delete Catalog

Create Quote

Get Quote

Update Job

Update Quote

Create Lead

Create Invoice

Get Job Custom Field

Update Lead

Get Customer

Get Site By Name

Create Project Tag

Get Project Tag

Get Customer Email

Custom Triggers

Contact Created

Employee Created

Company Customer

Individual Customer

Individual customer

Job Created

Job Updated

Quote Created

Quote Updated

Site Created

Site Updated

Job Schedule created

Job Schedule updated

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Official GHL Developer Partner

We are honoured to be one of the first three Official GoHigh Level Developer partners.

Our high involvement with the app marketplace, and commitment to developing the best apps from day 1, saw us recognised by GHL as an official global developer partner.

We have frequent communications with the GHL dev team giving us a platform to bring your requests to their attention. Not only that, but early access to upcoming features means our apps will always work with any new GHL product.