monday.com Integration
WhatsApp monday.com Integration: Board Automations That Message People
SyncMate's WhatsApp monday.com integration connects your personal or Business WhatsApp account to your boards — no WhatsApp Business API, no BSP approval, and no code required. Status columns, person columns and date arrivals can all send a message.
Join 30+ businesses already automating WhatsApp with SyncMate
MO
monday.com Item
Linked via WhatsApp
Item
Order #4417 · Dispatch
Person
Kofi A.
Status
Ready to ship
Date
Today
Notified
Client + supplier
WhatsApp update sent from the board
SG
Suppliers · group
online
Order #4417 is marked Ready to ship. Collection window is 2–4pm today.
09:15
Driver assigned, will collect at 2:30.
09:22
Your own WhatsApp number
No Meta verification
Chats, groups & channels
No per-message fees
Definition
What Is the SyncMate + monday.com Integration?
The SyncMate + monday.com integration adds WhatsApp as an automation action on your boards. When a status column changes, a person is assigned or a date arrives, SyncMate sends a WhatsApp message from your own number — without the WhatsApp Business API or BSP approval.
What is monday.com?
monday.com is a work management platform built around boards, columns and items. Its automation recipes run when a column changes or a date arrives — no developer needed.
SyncMate reaches monday.com over a webhook, so this is no-code automation end to end. You can run it on your existing number with no Meta verification, or connect the official WhatsApp Business API when you need a verified business identity — both are supported.
Setup
How to Connect WhatsApp to monday.com
Five steps, under five minutes, no code at any point.
1
Step 1 — Create Your Free SyncMate Account
Sign up at app.assistro.co. The free plan includes 450 messages a month, so you can test the whole workflow before paying for anything.
2
Step 2 — Link Your WhatsApp Number
Scan a QR code to connect your personal or WhatsApp Business number, or connect the official Meta Business API if you need the verified badge. No BSP required either way.
3
Step 3 — Connect monday.com to SyncMate
On the board, add an automation with a webhook action pointing at SyncMate, and paste your API token.
4
Step 4 — Map Your Trigger and Message Fields
Pick the column and value that should fire — Status becomes Ready to ship — and map item name, owner and date into the message.
5
Step 5 — Test and Publish
Run a test send, check it arrives on the right number, then switch the automation on. Every send is logged, so a failure surfaces instead of disappearing.
Prefer screenshots? Read the monday.com setup guide with screenshots. Prefer working inside WhatsApp Web? Use the SyncMate Chrome Extension.
Capabilities
Everything You Can Do with SyncMate for monday.com
Twelve capabilities, unlocking monday.com WhatsApp automation across your whole stack.
Status Column Triggers
Each status value sends its own message to its own group.
Person Column Alerts
Notify the assignee the moment work lands on them.
Date Arrival Reminders
Messages that fire when the date comes round.
Multi-Audience Routing
One item can tell client, supplier and team different things.
Scheduled Delivery
Hold a message until the moment it will actually land — by delay or by clock.
File Sharing
Send PDFs, images and invoices as part of an automated workflow.
Smart Filtering
Only send when your conditions are met, so nobody gets messaged twice.
Data Mapping
Drop any field from the trigger record straight into the message body.
Dynamic Templates
One template, variable data — every message reads as if written once.
Notification Chains
Sequence timed follow-ups that stop the moment somebody replies.
Secure Transfers
Messages move over encrypted channels. Assistro never sells conversation data.
Performance Tracking
Delivery and read status logged on every send, exportable for review.
Board Automations That Message People
monday automations are good at moving items. SyncMate makes them good at telling humans, on the channel they answer.
Status column: each value sends its own message
Person column: notify the assignee directly
Date arrives: reminders without a chase
MO
Activity timeline
Auto-logged
Status → Ready to ship
monday.com · 09:14
WhatsApp to supplier group
SyncMate · 09:15
Supplier confirmed
Suppliers group · 09:22
Item → Collection booked
monday.com · 09:23
One Board, Many Audiences
The same item can tell a client, a supplier and your own team different things, from one automation.
Branch the message by group, status or owner
Send to a WhatsApp group as well as an individual
Delivery logged back where you can audit it
Use cases
Real Use Cases for WhatsApp + monday.com Automation
Named, concrete workflows — not abstractions. Each one is a few minutes of setup.
Operations: Supplier Coordination
Keep the people outside your workspace in the loop without giving them a seat.
Example workflow
Status → Ready to ship → WhatsApp to the supplier group
Agency: Client Status Updates
The board already knows. Let it tell the client too.
Example workflow
Item → Approved → WhatsApp update to the client group
ClickUp integration
Delivery: Deadline and Handover Alerts
Dates on a board only help if somebody sees them arrive.
Example workflow
Date column arrives → WhatsApp reminder to the owner
Sales: Pipeline Notifications
High-value items deserve an interrupt, not a digest.
Example workflow
Deal value over threshold → WhatsApp alert to sales group
HubSpot integration
3 Ways to Connect Your WhatsApp
Choose the connection method that fits — from a two-minute browser setup to the official enterprise API.
Web WhatsApp
Connect through WhatsApp Web — the fastest way to start. Scan a QR code in your browser and automate.
Instant setup — under 2 minutes
Works with personal WhatsApp
No API approval needed
Requires your machine and browser to stay on
Recommended
Assistro Standard
Scan a QR code once and Assistro's cloud relay keeps your WhatsApp connected 24/7 — no machine needed.
No machine-on limitation
Cloud-based 24/7 relay
Works with personal WhatsApp
No API approval needed
Always connected — no machine required
Meta Business Number
Use the official WhatsApp Business API via Meta for enterprise messaging with a verified business identity.
Official Meta verification
Green badge verified business
Higher messaging limits
Requires Meta Business verification
Shared Inbox
One inbox for clients and suppliers
Boards move items; people move work. The shared inbox is where both sides of a monday.com item get answered, with the record beside the thread.
Chat assignment — route a conversation to the right person, by rule or by hand
Internal notes — private context on a thread that only your team can read
Real-time sync — one thread, same state on everyone's screen
CRM context — monday.com item, status and owner shown alongside every chat
Included free with your monday.com integration — no add-on, no extra seat fee.
SyncMate Inbox
KA
SM
DV
SG
Suppliers · group
Driver assigned, will collect at 2:30.
4m
Kofi A.
AL
Acme Logistics
Delay on the 4417 pallet
18m
2
DV
Dana Vella
Invoice for last month?
3h
SG
Suppliers · group
Kofi A.
Open
Order #4417 is Ready to ship.
09:15
Driver assigned, will collect at 2:30.
09:22
Internal note · Kofi A.
Second delay this month from Acme — flag at the ops review.
MO
monday.com
Item
#4417
Status
Ready
Owner
Kofi A.
Board
Dispatch
Synced
Comparison
SyncMate vs. the Official WhatsApp Business API
SyncMate supports both routes. Run it on your existing personal or WhatsApp Business number, or connect through the official Meta WhatsApp Business API — same integration, two connection paths, switchable later. Here is what actually differs.
Capability
SyncMate · personal number
SyncMate · Meta Business API
BSP-only tools
Meta business verification
Not required
Required
Required
Time to go live
Minutes
Days to weeks
Days to weeks
Works with your existing number
Green verified business badge
Send to groups
Send to channels
Message template pre-approval
Not required
Required
Required
Per-conversation fees
None
Meta rates
Meta rates + markup
Available inside SyncMate
—
BSP (Business Solution Provider) is a Meta-approved partner that resells access to the official WhatsApp Business API. Going that route normally means business verification, template pre-approval and per-conversation pricing. SyncMate can run either way — through a BSP-free personal number, or through the official API when you need the verified badge.
Pricing
Transparent Pricing for monday.com + WhatsApp Automation
Start free with 450 messages a month. No per-conversation fees on the personal-number route.
Free
$0/month
Free forever
450 messages / month
1 user · 1 connection
Assistro branding on messages
Personal
$3/month
or $30 billed yearly
450 messages / month (15 / day)
1 user · 1 connection
Media up to 2 MB · 24h support
Most popular
Professional
$10/month
or $100 billed yearly
5,000 messages / month
4 users · 1 connection
Media up to 4 MB · 12h support
Business
$15/month
or $150 billed yearly
10,000 messages / month
4 users · 4 connections
Media up to 8 MB · 12h support
Prices are for the monday.com app on each SyncMate plan. Pick your currency above; yearly billing gives you 12 months for the price of 10. See pricing for every integration.
FAQs
WhatsApp + monday.com Integration FAQs
Can I use monday.com to send WhatsApp messages?
Yes. SyncMate's monday.com integration sends automated WhatsApp messages triggered by monday.com board automations — status changes, assignments and date arrivals.
Do I need the WhatsApp Business API to use monday.com with WhatsApp?
No. SyncMate connects your personal or WhatsApp Business number directly, with no Meta verification and no BSP (Business Solution Provider) approval. If you do want the official API and the green verified badge, SyncMate supports that too — it is a connection setting, not a different product.
How do I connect WhatsApp to monday.com with SyncMate?
Create a free SyncMate account, link your WhatsApp number by scanning a QR code, then add a board automation on monday.com with a webhook action pointing at SyncMate. Map your message fields, send a test, and publish.
How much does the WhatsApp monday.com integration cost?
SyncMate has a free plan with 450 messages per month. Paid plans start at $5/month (Personal), then $12/month (Professional) and $30/month (Business) for higher volumes and larger media limits.
Is coding required to connect WhatsApp to monday.com?
No coding is required. Both monday.com and SyncMate are no-code platforms — you build the automation through a visual interface.
What can I automate with WhatsApp and monday.com?
Common automations include supplier coordination, client status updates, deadline and handover alerts, and pipeline notifications for high-value items.
Which monday.com plan do I need?
Any plan that includes automations with a webhook action. monday.com meters automation actions per month, so check your plan's allowance before switching on a busy board.
Can I send WhatsApp messages with attachments through monday.com?
Yes. SyncMate sends documents, images and files — PDF, PNG, JPG and more — inside automated workflows. Media size limits vary by plan.
Ready to Automate WhatsApp with monday.com?
Join 30+ businesses already automating WhatsApp with SyncMate. No coding, no BSP, no per-message fees on the personal-number route.