What we automate with Monday.com
Automatically trigger actions when item statuses change. Create tasks, send notifications, or update other systems.
Sync Monday.com with CRMs, time tracking, accounting, or custom systems. Keep project data aligned everywhere.
Create complete project structures, assign tasks, and set deadlines automatically based on templates or triggers.
Sync Monday.com time tracking with invoicing systems. Generate invoices automatically from project data.
Popular Monday.com automation workflows
Client onboarding projects
When deals close, automatically create Monday.com onboarding projects with all tasks, assignments, and deadlines.
Sales to delivery handoff
Sync CRM deals with Monday.com projects. When deals close, automatically create delivery projects with details.
Resource planning automation
Sync Monday.com projects with resource management tools. Track capacity and alert managers to allocation issues.
Invoice generation from projects
When project milestones complete in Monday.com, automatically generate and send invoices.
Integrations that work great with Monday.com
Ready to automate with Monday.com?
Book a free consultation to discuss your Monday.com automation needs and discover how we can help eliminate manual work.