Use Monday.com Actions in Workflows

Monday.com actions let a workflow create and manage boards, groups, and items without anyone copying data by hand. Triggers for Monday events are announced as coming soon, so today the integration is mainly about pushing and looking up data.

Available actions

• Create: New Board, New Group, New Column, New Item, New Subitem.
• Update: Update Item, Update Subitem.
• Archive or delete: Archive Board, Archive Group, Delete Item, Delete Group. Deleting is permanent.
• Retrieve: Get Board Items, Find Items by Column Value, Find Items by ID.

Planned triggers

Column value changed, item moved to a group, new board, new item, new subitem, new update, and new user.

Set up an action

1. Go to Automation > Workflows, add a Monday.com action, and click Connect Now to authorize.
2. Pick the board and group.
3. Map columns such as Status, People, Date, and Text to workflow values.
4. Click Test Action. This validates the connection, fetches a live response, and saves its fields, such as the Item ID, so later steps can use them.
5. Save and publish.

Example

When a new contact books a Calendars appointment, create an item on your "Leads" board, set the Status column to "Scheduled," and keep the returned Item ID in a custom field. Later, a second workflow can use Update Item to mark it "Completed."

Good to know: Large boards return results in pages, so use Find Items by Column Value for targeted lookups instead of pulling the whole board.