Monday connector
Automate Monday.com Workflows and Sync Data Across Your Stack
Connect Monday.com to your CRM, helpdesk, dev tools, and more to cut manual updates and keep every team in sync.
What can you do with the Monday connector?
Monday.com is a work OS that teams use to manage projects, track tasks, and run operations — but it gets a lot more useful when it's connected to the rest of your tools. Without integration, teams spend hours copying data between Monday.com boards and their CRM, ticketing system, or communication tools. Tray.ai lets you build automations that keep Monday.com in sync with your entire stack, trigger actions based on board changes, and surface the right data when it's needed.
Automate & integrate Monday
Automating Monday business process or integrating Monday data is made easy with tray.ai
Use case
CRM-to-Board Lead and Deal Tracking
Automatically create Monday.com items when deals or leads reach certain stages in your CRM. Sales boards stay current as opportunities move through Salesforce, HubSpot, or Pipedrive — no manual entry from reps.
Use case
Project Kickoff Automation from Won Deals
When a deal is marked closed-won in your CRM, automatically create a new Monday.com project board, assign team members, set deadlines, and pull in account details. Sales hands off to delivery without lag or dropped context.
Use case
Customer Support Ticket Syncing
Bridge your helpdesk and Monday.com by syncing support tickets from Zendesk, Freshdesk, or Intercom to dedicated tracking boards. Support managers can prioritize escalations, track SLAs, and flag issues that need engineering input — all without leaving Monday.com.
Use case
Engineering and Development Workflow Integration
Connect Monday.com to Jira, GitHub, or GitLab so engineering work and business project tracking stay aligned. Monday.com item statuses update automatically when pull requests are merged, sprints wrap up, or issues are closed.
Use case
Automated Reporting and Dashboard Population
Pull data from Monday.com boards on a schedule and push summarized metrics into Google Sheets, BI tools like Looker or Tableau, or a Slack digest. Leadership gets accurate, up-to-date project health snapshots without anyone manually compiling reports.
Use case
Employee Onboarding and HR Task Automation
When a new hire is added to your HRIS or ATS, automatically generate a Monday.com onboarding board pre-populated with tasks, deadlines, and assigned owners. Every new employee gets the same structured onboarding experience without HR doing it by hand.
Use case
Cross-Team Approval and Request Management
Use Monday.com as a central request intake hub and automate the routing, approval, and notification workflows that follow. When a form is submitted or a new request item is created, approval chains fire, stakeholders get notified, and item statuses update based on decisions made in other tools.
Build Monday Agents
Give agents secure and governed access to Monday through Agent Builder and Agent Gateway for MCP.
Data Source
Fetch Board Data
Retrieve all items, columns, and values from a Monday.com board so the agent has full context on project status, task assignments, and progress. Useful for answering questions about ongoing work without switching tools.
Data Source
Look Up Item Details
Query a specific item on a Monday.com board to get its current status, owner, due date, and custom column values. The agent can give accurate, real-time updates on individual tasks or records.
Data Source
Search Items Across Boards
Search for items matching specific criteria across one or more Monday.com boards — like all overdue tasks or items assigned to a particular user. The agent can surface relevant work without scanning an entire board.
Data Source
Retrieve Group and Column Structure
Pull the structural metadata of a board, including groups, column types, and settings, to understand how work is organized. The agent can then map data correctly when creating or updating items.
Data Source
Monitor Updates and Activity
Fetch recent updates, comments, and activity logs on items or boards to see what has changed and who is involved. Useful for generating summaries or spotting blockers in ongoing projects.
Agent Tool
Create New Item
Add a new item to a specified Monday.com board and group, populating custom columns like status, assignee, and due date. The agent can log new tasks, leads, or requests directly from external triggers or user requests.
Agent Tool
Update Item Fields
Modify column values on an existing Monday.com item — change a status, reassign ownership, or update a date. Records stay current as workflows progress without manual intervention.
Agent Tool
Post Update or Comment
Add a comment or update to a Monday.com item on behalf of a user or automated process. The agent can flag issues, share progress, or pass along information right inside the item's activity feed.
Agent Tool
Create Subitem
Create a subitem linked to a parent item on a Monday.com board, useful for breaking down tasks or tracking granular deliverables. The agent can manage complex work hierarchies automatically.
Agent Tool
Move Item to Group
Reassign an item to a different group within a board, such as moving a task from 'In Progress' to 'Done' or bumping it into a priority lane. Workflow transitions happen automatically based on conditions the agent detects.
Agent Tool
Create or Update Board
Programmatically create a new Monday.com board or update an existing board's settings and structure. Useful when the agent needs to spin up project spaces in response to new initiatives or customer onboarding.
Agent Tool
Delete Item
Remove an item from a Monday.com board when it's no longer relevant, such as clearing duplicates or archiving completed records. Keeps board data clean and actionable.
Get started with our Monday connector today
If you would like to get started with the tray.ai Monday connector today then speak to one of our team.
Monday Challenges
What challenges are there when working with Monday and how will using Tray.ai help?
Challenge
Keeping Monday.com Boards in Sync with External Systems
Data in Monday.com goes stale fast when it has to be updated manually alongside records in your CRM, helpdesk, or ERP. Teams end up with conflicting information across tools, which causes miscommunication and duplicated effort.
How Tray.ai Can Help:
Tray.ai's event-driven triggers and scheduled polling let you build real-time or near-real-time sync flows between Monday.com and any connected system. Field-level mapping puts the right data in the right columns, and conditional logic handles edge cases like conflicting updates or missing values.
Challenge
Handling Monday.com's Flexible Data Model
Monday.com boards are highly customizable — column types, item structures, and sub-item hierarchies vary widely between boards. Building integrations that work reliably across different boards is tricky, especially when a column gets added or renamed.
How Tray.ai Can Help:
Tray.ai gives you full access to Monday.com's GraphQL API, so you can dynamically query board structures and map columns by ID rather than name. Flows can adapt to board-specific configurations and treat sub-items, groups, and updates as distinct objects.
Challenge
Triggering Automations from Monday.com Column Changes
Many teams want to kick off downstream workflows — sending emails, updating a CRM, creating a Jira issue — when a specific column value changes in Monday.com. Getting reliable webhook-based triggers for these events requires careful API management.
How Tray.ai Can Help:
Tray.ai has a native Monday.com trigger that listens for item creation, status column changes, and other board events via webhooks. You can filter by specific board, group, or column value so only the right events kick off your automation — no polling overhead required.
Challenge
Managing Monday.com Automations at Scale Across Multiple Boards
As organizations scale their use of Monday.com, they accumulate dozens of boards with overlapping automation needs. Managing native Monday.com automations across all of them becomes fragile, hard to audit, and impossible to version-control.
How Tray.ai Can Help:
Centralizing your Monday.com automations in tray.ai means all logic lives in one governed platform with version history, audit logs, and reusable workflow components. You can build a single flow that handles logic for multiple boards using dynamic variables, rather than duplicating automations across every board.
Challenge
Connecting Monday.com to Tools Without Native Integrations
Monday.com's native integration marketplace covers popular tools but leaves gaps for niche ERPs, custom internal systems, or newer SaaS platforms. Teams get stuck using workarounds like CSV imports or manual entry for these connections.
How Tray.ai Can Help:
Tray.ai includes an HTTP client connector that lets you connect Monday.com to any system with a REST or GraphQL API, including custom-built internal tools. Combined with tray.ai's library of 100+ connectors, you can integrate Monday.com with virtually any part of your tech stack — no native integration needed.
Talk to our team to learn how to connect Monday with your stack
Find the tray.ai connector with one of the 700+ other connectors in the tray.ai connector library to integrate your stack.
Integrate Monday With Your Stack
The Tray.ai connector library can help you integrate Monday with the rest of your stack. See what Tray.ai can help you integrate Monday with.
+Slack & Monday
Learn how to integrate Slack and Monday together
+Microsoft Teams & Monday
Learn how to integrate Microsoft Teams and Monday together
+Salesforce & Monday
Learn how to integrate Salesforce and Monday together
+Jira & Monday
Learn how to integrate Jira and Monday together
+Microsoft Outlook & Monday
Learn how to integrate Microsoft Outlook and Monday together
+HubSpot & Monday
Learn how to integrate HubSpot and Monday together
+GitHub & Monday
Learn how to integrate GitHub and Monday together
Start using our pre-built Monday templates today
Start from scratch or use one of our pre-built Monday templates to quickly solve your most common use cases.
Template
Salesforce Closed-Won to Monday.com Project Board
Watches Salesforce for deals that move to Closed-Won, then automatically creates a new Monday.com project board from a predefined template, populates it with account details, and notifies the delivery team in Slack.
Steps:
- Trigger on Salesforce opportunity stage change to Closed-Won
- Extract account name, ARR, primary contact, and close date from the opportunity
- Create a new Monday.com board from a delivery project template and populate custom columns
- Post a Slack message to the #delivery channel with deal details and a link to the new board
Connectors Used: Salesforce, Monday, Slack
Template
Zendesk Escalation to Monday.com Tracking Board
Detects high-priority or escalated Zendesk tickets and creates corresponding Monday.com items on a support escalation board, keeping status synchronized in both directions.
Steps:
- Trigger when a Zendesk ticket is tagged as escalated or priority set to Urgent
- Create a new item on the Monday.com Escalations board with ticket ID, subject, and requester
- Post a Slack notification to the support manager channel with ticket details
- Watch Monday.com for item status change to Resolved and update Zendesk ticket accordingly
Connectors Used: Zendesk, Monday, Slack
Template
GitHub PR Merged to Monday.com Status Update
Listens for merged pull requests in GitHub and automatically updates the linked Monday.com task item status, keeping project boards current without requiring engineers to touch Monday.com.
Steps:
- Trigger on GitHub pull request merged event
- Extract the Monday.com item ID from the PR description or branch name using regex
- Update the corresponding Monday.com item status column to Done or In Review
- Add a comment to the Monday.com item with the PR link and merge timestamp
Connectors Used: GitHub, Monday
Template
Weekly Monday.com Board Report to Slack and Google Sheets
Runs on a weekly schedule to pull all in-progress and overdue items from a Monday.com board, post a summary digest to a Slack channel, and append the data to a Google Sheets tracker for historical reporting.
Steps:
- Trigger on a weekly schedule every Monday morning
- Query Monday.com for all items where status is In Progress or where due date has passed
- Format a summary message grouped by owner and post it to the designated Slack channel
- Append raw item data rows to a Google Sheets log for trend analysis
Connectors Used: Monday, Slack, Google Sheets
Template
BambooHR New Hire to Monday.com Onboarding Board
When a new hire record is created in BambooHR, this template generates a structured Monday.com onboarding board, assigns tasks to HR, IT, and the hiring manager, and sends welcome notifications.
Steps:
- Trigger when a new employee record is added in BambooHR
- Create a Monday.com board from the onboarding template and fill in employee name, start date, and department
- Assign tasks to IT provisioning, HR orientation, and hiring manager groups
- Send a welcome email to the new hire and a prep notification to the hiring manager via Gmail
Connectors Used: BambooHR, Monday, Gmail
Template
HubSpot Form Submission to Monday.com Request Item
Captures new HubSpot form submissions and creates Monday.com items on a request intake board, enriching the item with contact details and routing it to the right team based on form field values.
Steps:
- Trigger on new HubSpot form submission event
- Map form fields — request type, description, urgency — to Monday.com column values
- Create a new item on the appropriate Monday.com board based on request type logic
- Notify the relevant team owner in Slack with a direct link to the new Monday.com item
Connectors Used: HubSpot, Monday, Slack