Overview

While monday.com offers powerful native automations, integrating with Zapier opens the door to thousands of additional apps—like Google Sheets, Trello, Salesforce, HubSpot, Dropbox, and more. With Zapier, you can create custom “Zaps” that automate tasks across platforms without code.

This article will walk you through how to connect monday.com to Zapier, create your first Zap, and explore use cases for boosting productivity.

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🔌 What Is Zapier?

Zapier is a third-party automation platform that lets you create workflows—called Zaps—between different apps. Each Zap follows a simple structure:

Trigger → Action

Example:

“When a new item is created in monday.com, create a row in Google Sheets.”

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🛠️ How to Connect monday.com to Zapier

Step 1: Sign Up or Log In to Zapier

• Go to zapier.com.
• Sign up or log in with your existing account.

Step 2: Connect Your monday.com Account

1. In Zapier, click “My Apps” in the top menu.
2. Search for monday.com and click “Connect”.
3. Log into your monday.com account and authorize Zapier to access your workspace.

🔐 You must be a monday.com admin to connect Zapier for the first time.

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⚙️ Creating Your First Zap with monday.com

Example: Create a Task in monday.com from a New Gmail Email

1. Click “Create Zap”.
2. Set the Trigger:
   • App: Gmail
   • Event: New Email Matching Search
   • Customize search terms (e.g., subject includes “Task”)
3. Set the Action:
   • App: monday.com
   • Event: Create Item
   • Choose your board and group
   • Map email subject and body to monday.com item fields
4. Click “Test Zap” → then “Publish Zap”

✅ You’ve now automated task creation in monday.com from Gmail!

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🔄 Popular monday.com + Zapier Use Cases

Use Case	Trigger	Action
Create tasks from form submissions	New Google Form response	Create item in monday.com
Log leads from CRM	New contact in HubSpot	Add item to sales pipeline board
Update spreadsheet records	New item in monday.com	Add row in Google Sheets
Alert in Slack when task is created	New item in monday.com	Send message in Slack
Archive files	Item marked “Complete” in monday.com	Move file in Dropbox

🧩 Supported Triggers & Actions for monday.com

✅ Triggers

• New Item
• New Update
• New Column Value
• New Subitem

✅ Actions

• Create Item
• Change Column Value
• Create Subitem
• Create Update

📌 Triggers require polling every few minutes (not real-time). Paid Zapier plans offer faster polling.

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🔄 Updating Existing Zaps

To edit your Zap:

1. Go to Zaps > Your Zaps in Zapier.
2. Click the name of the Zap.
3. Adjust the trigger, action, or field mapping.
4. Re-test and publish the updated Zap.

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🧠 Best Practices

• Use naming conventions for Zaps (e.g., CRM ➝ monday - New Lead)
• Keep data clean and consistent across platforms by mapping fields carefully
• Use Zapier filters or conditions for more complex workflows
• Combine Zapier + monday automations for multi-step workflows

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💡 Pro Tip: Use Multi-Step Zaps

You can chain multiple steps to create advanced workflows. Example:

New email in Gmail → Create monday.com item → Send Slack alert → Log in Google Sheets