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monday.com Zapier integrationAutomate monday.com with Zapier.
The monday.com Zapier integration gives you 12 triggers, 19 actions and 9 searches. Ten of the triggers are instant, so a new item, a moved item or a changed column can start a Zap straight away, and the actions build, fill, move and tidy your boards for you.
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What the monday.com Zapier integration does for you
Connecting monday.com to Zapier lets your boards react to the rest of your tools, and the other way round. An item is created, moved or edited on a board and another app follows; or something happens elsewhere and monday.com gets a new item, an update, a file or a status change. monday.com is not a premium app, so it works from the free plan.
Items that arrive on their own. Create Item and Create Subitem turn a form entry, an email or a spreadsheet row into a line on the right board, so nobody retypes requests by hand.
A board that tells people what changed. Specific Column Value Changed in Board fires when the one column you care about moves, say a status, and the next step posts a message or sends an email. New Update in Board does the same for comments.
Boards that stay tidy. Move Item to Group, Archive Item and Update Item keep the board in step with what happens in your other tools, and the searches find the item to change first.
What the app page leaves out. Ten triggers are instant, but New Board and New User are polling ones, so on the free plan they wait for Zapier's next check. Almost every operation asks for a Board ID, and the searches stop the Zap by default when they find nothing. When an operation you need is missing, API Request (Beta) is the advanced way out. To go further, see our Zapier review.
Zapier in one minute
Eight words carry the whole page. Here they are, in plain English.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is on, Zapier waits for it, like a new item on a board.
- Action
- What the Zap does once it has started: the step that writes, sends or moves something for you, like creating an item.
- Task
- The unit Zapier bills. One task is one action your Zap completes successfully, and your plan counts those.
- Polling or instant
- A polling trigger is checked on a timer for new items. An instant trigger is reported by its app the moment the event happens.
- Filter
- A step that lets the Zap carry on only when what arrived meets a condition you set, and stops it otherwise.
- Search step
- A step that looks up something that already exists, like an item or a user, so the steps after it can use what it found.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A second action, a filter or a search makes one, and it needs a paid plan.
What a monday.com Zap really costs
Zapier bills completed actions, nothing else. A monday.com trigger firing costs no task, and Zapier checking a board for new data costs nothing either.
- Premium appNo, available on the free plan
- Free plan100 tasks a month, unlimited two-step Zaps
- BilledEach successful action, never the trigger
- Instant triggers10 of 12, the other 2 are polling
Each action that goes through counts as one task; an action that fails is not counted. The free plan gives 100 tasks a month and unlimited Zaps, each limited to one trigger and one action. A search, a filter or a second action makes the Zap multi-step, so finding an item before updating it needs a paid plan. The grid below sets how often Zapier checks a polling trigger: on monday.com that means New Board and New User only. The ten instant triggers ignore it.
Connect your monday.com account in 3 steps
- 01
Open the Apps page
In your Zapier account, go to Apps and click + Add connection. You need a monday.com account, plus read or write access on anything you do not own yourself and want the Zap to touch.
- 02
Pick monday.com
Type monday.com in the search box of the dialog, select it in the results, then click Add connection. A new tab opens for the sign-in on the monday.com side.
- 03
Sign in and grant access
Sign in to monday.com in that tab and allow Zapier to reach the account. The connection is saved once, then offered again in every step and every Zap that uses monday.com.
Your first Zap: new items, filtered, then announced
GoalEach new item on your board goes through a filter, and only the ones that match reach your team chat.
- 01
Set the trigger
Create a Zap, pick monday.com and New Item in Board, then your connection and the board in Board ID. Test it: Zapier brings back the three most recent items so you map on a real one.
- 02
Add a filter
Click the plus icon and add Filter. Set the field to look at, the rule and the value to compare with. A filter makes the Zap multi-step, so this Zap needs a paid plan.
- 03
Post the message
Add your team chat as the action and build the message from the item fields the test brought back: its name, its group, whatever the board carries.
- 04
Test each step
Run every step once and read what came back. If the filter blocks the sample, check the rule type: a text rule only works on text, a number rule only on numbers.
- 05
Publish
Publish the Zap to switch it on. Only items created from that moment are announced; the items already on the board stay quiet.
The 12 monday.com triggers
12 events start a Zap when something happens in monday.com, and 10 of them are instant: the app calls Zapier straight away, whatever your plan.
Any Column Value Changed in Board
Instant triggerIn Zapier“Triggers when any column's value is changed in the selected board.”
Wakes the Zap whenever a value in any column of the chosen board is edited. It is the widest listener monday.com offers on a board: every edit, in every column, is a run.
New Item in Board
Instant triggerIn Zapier“Triggers when an item is created in a specific board.”
Starts the Zap each time someone adds an item to one specific board. It is the natural entry point for anything that should happen when a new line appears on that board.
Item Moved to Group (Same or Different Board)
Instant triggerIn Zapier“Triggers when an item is moved to a group (same or different board).”
Fires when an item lands in a group, whether it was moved within the same board or came from a different one. When your groups stand for stages, this trigger follows an item along its path.
New Board
Polling triggerIn Zapier“Triggers when a new board is created.”
Notices boards created in your monday.com account and hands each new one to the Zap, so a fresh project can be set up in your other tools too, without anyone copying its name across.
New Subitem on Board
Instant triggerIn Zapier“Triggers when a new subitem on a specific board is created.”
Reacts when a subitem is added under any item of a chosen board. When your subitems hold the smaller steps of a job, this trigger lets each one start its own follow-up.
Specific Columns Values Changed in Board
Instant triggerIn Zapier“Triggers when one of the specified columns' value is changed in the selected board.”
Listens to a handful of columns you pick and fires when any one of them changes on the chosen board. It sits between the single-column trigger and the any-column one.
Specific Column Value Changed in Board
Instant triggerIn Zapier“Triggers when a specific column's value changes in the selected board.”
Watches one column of one board and fires when its value changes. It is the precise option, and the one to reach for when a status column drives your process.
Specific Subitem Column Value Changed in Board
Instant triggerIn Zapier“Triggers when a specific column's value changes in a subitem within the selected board.”
Does for subitems what the single-column trigger does for items: one column, one board, a run each time that subitem value moves.
Any Subitem Column Value Changed in Board
Instant triggerIn Zapier“Triggers when any subitem column's value is changed in the selected board.”
Catches every edit made to any subitem column on the chosen board. It is broad by design, and a filter helps the Zap behind it stay useful.
New Subitem Update in Board
Instant triggerIn Zapier“Triggers when a new update is posted on a subitem in the selected board.”
Fires when someone posts an update on a subitem of the selected board, so what gets written on a subitem can reach your other tools.
New Update in Board
Instant triggerIn Zapier“Triggers when a new update is posted on a board.”
Brings every new update posted on a board into the Zap, so a comment written in monday.com can travel to another channel without anyone copying it.
New User
Polling triggerIn Zapier“Triggers when a new user joins your monday.com account.”
Spots a person who has just joined your monday.com account and passes their details on, which makes it the trigger for onboarding steps in other tools.
The 19 monday.com actions
monday.com gives you 19 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
Archive Board
ActionIn Zapier“Archives a board”
Archives a whole board in one step, without deleting it.
Archive Group
ActionIn Zapier“Archives a specific group in a board”
Archives one specific group of a board, picked by its Group ID.
Archive Item
ActionIn Zapier“Archives an item”
Archives a single item, the softer choice next to deleting it.
Update Item Name
ActionIn Zapier“Update an item's name”
Renames an item without touching its other columns.
Update Item
ActionIn Zapier“Change multiple column values of an item”
Changes several column values of one item in a single step.
Create Board
ActionIn Zapier“Creates a new board”
Builds a brand-new board in your account, ready for groups and items.
Create Column
ActionIn Zapier“Create a new column in board.”
Adds a column to a board, with the title and type you set in the step.
Create Group
ActionIn Zapier“Creates a new group in a board”
Adds a new group to an existing board, the section that items sit in.
Create Item
ActionIn Zapier“Create a new Item in a board”
Writes a new item on a board, the everyday line of a monday.com list, filled from earlier steps.
Create Subitem
ActionIn Zapier“Create a new subitem in a item with column values”
Adds a subitem, with its column values, under an item of a board.
Create Update
ActionIn Zapier“Create a new update.”
Posts a new update, the comment thread of an item, with the text you write or map.
Delete Group
ActionIn Zapier“Delete a specific group from a board”
Removes a group from a board altogether.
Delete Item
ActionIn Zapier“Delete an item from a board”
Deletes an item from its board, rather than archiving it.
Group Position
ActionIn Zapier“Duplicate a group with its items”
Despite its label, this action duplicates a group together with its items.
Duplicate Item
ActionIn Zapier“Create a duplicate of an existing item (including subitems). Note: this action takes a few minutes to complete the subitem duplication.”
Copies an existing item, subitems included, so a template line can be cloned instead of rebuilt.
Move Item to Group
ActionIn Zapier“Move an item to a different group”
Shifts an item into another group of its board, the usual way to show it changed stage.
Update Subitem
ActionIn Zapier“Updates a update subitem on your board.”
Changes a subitem that already exists under an item of your board.
Upload File to Specific Column
ActionIn Zapier“Upload File To Specific Column”
Puts a file into the file column of an item, so attachments live next to the work.
API Request (Beta)
ActionIn Zapier“This is an advanced action which makes a raw HTTP request that includes this integration's authentication.”
An advanced action that sends a raw HTTP request to monday.com using the connection you already set up.
The 9 monday.com searches
9 search steps look for data that already exists in monday.com, so a later step can use it.
A search step finds something that already exists in monday.com, an item, a subitem, a user or a group, and hands it to the steps after it. In the editor, searches sit at the bottom of the Action event list, under SEARCH. Three settings decide what happens when the answer is not one clean match.
Find Items
SearchIn Zapier“Find items that match a specific value in a column”
Finds the items of a board whose chosen column holds a given value, a status for instance.
Find Subitems
SearchIn Zapier“Finds the subitems of a specific item on the board”
Returns the subitems that sit under one particular item.
Find User by Name
SearchIn Zapier“Search for a user by name using exact matching”
Looks up a monday.com user from their name, with exact matching.
Get Board Values
SearchIn Zapier“Returns the data for a all columns in the specific board”
Brings back the data of every column on a board in one step.
Get Column Values
SearchIn Zapier“Returns the data for a specific column in the board”
Reads the column values of one item, so a later step can use data the trigger did not carry.
Get File Column Values
SearchIn Zapier“Returns the data for a specific file column in the board”
Fetches what a file column holds for one item, ready to pass to a storage or email step.
Get Group Details
SearchIn Zapier“Returns the details of a group using its ID.”
Gives you the details of a group once you know which one it is, so later steps can name or reuse it.
Get Group Names for a Board
SearchIn Zapier“Returns the group names for a specific board”
Lists the group names of a board, handy when a later step must pick the right section.
Get User Details
SearchIn Zapier“Returns the details for a specific user”
Pulls up one monday.com user and hands their details to the steps that follow, such as an email step.
The three settings every search exposes
- Successful if no search results are found?Left on its default, a search that finds nothing stops the Zap there and the steps that depended on it are skipped. Switched on, the Zap carries on empty-handed.
- Create X if it doesn't exist yet?Ticking this box turns a search into a find-or-create. monday.com exposes no find-or-create variant, so its nine searches only find.
- If multiple search results are found?Three ways out when several items match: keep the first one, which is the default, stop the Zap, or hand all of them on at once.
When a monday.com Zap breaks
Zapier links three help articles to monday.com, one of them on the error Nothing could be found for the search. The cases below come from the operations themselves and from the limits of any Zap.
The cases below involve a board, a column or a search that does not return what the next step expects. If you need help reading a failed run, see our Zapier troubleshooting page. On the two polling triggers, Zapier remembers what it already saw, so one board or one user does not start the Zap twice.
Nothing could be found for the search
A search that finds nothing stops the Zap on its default setting. Check the value you search for, or switch on Successful if no search results are found?.Some columns cannot be searched
Find Items cannot look in Files, Location, Formula or Connect Boards columns: they do not even appear in Column to Search.Override empty fields erases columns
On Update Item, switching on Override empty fields erases every column left empty in the step. Leave it off unless that is the goal.Items from before the Zap are ignored
A Zap only reacts to what happens after you switch it on. Items already on the board are not picked up, and moving that backlog is a separate job.A Zap that sets itself off again
A Zap that writes into the board its own trigger watches can start itself again and again and burn through your tasks. Point the actions somewhere else.A sudden flood is held back
When a trigger suddenly returns a huge batch, after a bulk import or a migration, Zapier's flood protection can hold those runs back.
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