Monday.com for Workflows

Use Monday.com as both a trigger and a destination in your Workflows. Start a Workflow when items, subitems, or updates change on a board, then use Monday.com actions to create boards, manage structure, and update work automatically.

Monday.com Workflow actions and triggers require a paid Cassidy plan.

Connect your account

Open a Monday.com trigger or action

Open a Monday.com trigger or action in the Workflow builder.

Click Connect

Click Connect.

Install the Cassidy app in Monday.com if prompted

If this is your first Monday.com connection in Cassidy, click Install app in Monday.com and complete the install in Monday.com.

Connect Monday dialog prompting the user to install the app in Monday.com before connecting

Complete the app install in Monday.com

On the Monday.com page, choose whether to install the app for All Workspaces or only Specific Workspaces, then click Install.

Monday.com install page showing workspace selection for installing the Cassidy app

If Monday.com shows a banner saying the app has not been reviewed or approved by monday.com, that is expected during this setup flow.

Authorize Cassidy

Return to Cassidy, click Connect in the modal, then review the requested permissions and click Authorize.

Monday.com authorization screen with the Authorize button enabled

Triggers

Item created

Starts a Workflow when a new item is created on a board. Configuration

Field	Description
Board	The Monday.com board to watch

Output variables

Variable	Description
Item ID	The unique identifier of the created item
Item Name	The name of the created item
Board ID	The ID of the board containing the item
User ID	The ID of the user who created the item
Group ID	The ID of the group containing the item
Group Name	The name of the group containing the item
Created At	Timestamp when the item was created

Item updated

Starts a Workflow when a column value changes on an item. Configuration

Field	Description
Board	The Monday.com board to watch
Watched columns	(Optional) One or more columns to watch. Leave empty to trigger on any column change.

Output variables

Variable	Description
Item ID	The unique identifier of the changed item
Item Name	The name of the changed item
Board ID	The ID of the board containing the item
Column ID	The ID of the changed column
Column Title	The display name of the changed column
Column Type	The type of the changed column
New Value	The updated value
Previous Value	The value before the change
User ID	The ID of the user who made the change
Group ID	The ID of the group containing the item
Changed At	Timestamp when the change happened

Item deleted

Starts a Workflow when an item is deleted from a board. Configuration

Field	Description
Board	The Monday.com board to watch

Output variables

Variable	Description
Item ID	The unique identifier of the deleted item
Item Name	The name of the deleted item
Board ID	The ID of the board that contained the item
User ID	The ID of the user who deleted the item
Group ID	The ID of the group that contained the item
Deleted At	Timestamp when the item was deleted

Subitem created

Starts a Workflow when a new subitem is created on a board. Configuration

Field	Description
Board	The Monday.com board to watch
Parent item	(Optional) Limit the trigger to subitems created under one specific parent item

Output variables

Variable	Description
Subitem ID	The unique identifier of the created subitem
Subitem Name	The name of the created subitem
Board ID	The ID of the board containing the subitem
User ID	The ID of the user who created the subitem
Group ID	The ID of the group containing the subitem
Group Name	The name of the group containing the subitem
Created At	Timestamp when the subitem was created
Parent Item ID	The ID of the parent item
Parent Item Board ID	The ID of the parent item’s board

Update created

Starts a Workflow when a new update or reply is posted on an item. Configuration

Field	Description
Board	The Monday.com board to watch

Output variables

Variable	Description
Update ID	The unique identifier of the created update
Update Body	The plain-text body of the update
Item ID	The ID of the item the update was posted on
Board ID	The ID of the board containing the item
User ID	The ID of the user who created the update
Reply ID	The reply to ID, if the update was posted as a reply
Created At	Timestamp when the update was created

Actions

Get items

Retrieves items from a board, including group details, attachments, and column values. Configuration

Field	Description
Board	The board to retrieve items from
Limit	(Optional) Maximum number of items to return

Output variables

Variable	Description
Items	List of items with item details, attachments, and column values
Total Count	The number of items returned
Board Name	The name of the board

Get item

Retrieves one item by ID, including its board details, attachments, and column values. Configuration

Field	Description
Item ID	The item to retrieve
Board	(Optional) The board containing the item

Output variables

Variable	Description
Item ID	The unique identifier of the item
Item Name	The name of the item
Board ID	The ID of the board containing the item
Board Name	The name of the board containing the item
Group ID	The ID of the group containing the item
Group Name	The name of the group containing the item
Created At	Timestamp when the item was created
Updated At	Timestamp when the item was last updated
Item URL	Direct link to the item in Monday.com
Attachments	Files attached to the item
Column Values	All column values on the item

Get groups

Retrieves all groups on a board. Configuration

Field	Description
Board	The board to retrieve groups from

Output variables

Variable	Description
Groups	List of groups with each group’s ID and title

Create board

Creates a new board in Monday.com. Configuration

Field	Description
Board name	The name for the new board
Board kind	The board visibility. Options are `public`, `private`, and `share`
Workspace ID	(Optional) The workspace where the board should be created
Folder ID	(Optional) The folder where the board should be created
Template ID	(Optional) A board template to copy

Output variables

Variable	Description
Board ID	The unique identifier of the created board
Board Name	The name of the created board
Board Kind	The visibility type of the board
State	The current board state
Permissions	The board permission level

Create group

Creates a new group in a board. Configuration

Field	Description
Board	The board where the group should be created
Group name	The name for the new group

Output variables

Variable	Description
Group ID	The unique identifier of the created group
Group Name	The name of the created group

Delete group

Deletes a group from a board.

This action cannot be undone. Deleting a group removes it from the board in Monday.com.

Configuration

Field	Description
Board	The board containing the group
Group	The group to delete

Output variables

Variable	Description
Group ID	The unique identifier of the deleted group

Create column

Creates a new column on a board. Configuration

Field	Description
Board	The board where the column should be created
Column title	The display name of the new column
Column type	The type of column to create, such as text, status, numbers, or date
Description	(Optional) A description for the column
After column	(Optional) The column after which the new column should be inserted

Output variables

Variable	Description
Column ID	The unique identifier of the created column
Column Title	The title of the created column
Column Type	The type of the created column
Description	The column description

Create item

Creates a new item on a board. Configuration

Field	Description
Board	The board where the item should be created
Item name	The name of the new item
Group	(Optional) The group where the item should be created
Column values	(Optional) Values to set on the item. You can map individual columns or pass JSON dynamically.

Output variables

Variable	Description
Item ID	The unique identifier of the created item
Item Name	The name of the created item
Board ID	The ID of the board containing the item
Group ID	The ID of the group containing the item
Created At	Timestamp when the item was created
Item URL	Direct link to the item in Monday.com

Update item

Updates one column value on an existing item. Configuration

Field	Description
Board	The board containing the item
Item	The item to update
Column	The column to update
Value	The new value to set

Output variables

Variable	Description
Item ID	The ID of the updated item
Item Name	The name of the updated item
Success	Whether the update completed successfully

Create update

Posts an update or reply on an item. Configuration

Field	Description
Board	The board containing the item
Item	The item to post on
Update body	The message to post
Parent update ID	(Optional) If provided, Cassidy posts the message as a reply

Output variables

Variable	Description
Update ID	The unique identifier of the created update
Update Body	The content of the update
Created At	Timestamp when the update was created
Creator ID	The ID of the user who created the update
Creator Name	The name of the user who created the update

Delete item

Permanently deletes an item from a board.

This action cannot be undone. The item will be permanently deleted from Monday.com.

Configuration

Field	Description
Board	The board containing the item
Item	The item to delete

Output variables

Variable	Description
Item ID	The unique identifier of the deleted item

Next steps

Workflows overview

Learn how to build, test, and publish Workflows in Cassidy.

Monday.com Agent Connector

Let Agents read and manage boards, items, groups, and updates during conversations.

​Connect your account

​Triggers

​Item created

​Item updated

​Item deleted

​Subitem created

​Update created

​Actions

​Get items

​Get item

​Get groups

​Create board

​Create group

​Delete group

​Create column

​Create item

​Update item

​Create update

​Delete item

​Next steps

Workflows overview

Monday.com Agent Connector

Connect your account

Triggers

Item created

Item updated

Item deleted

Subitem created

Update created

Actions

Get items

Get item

Get groups

Create board

Create group

Delete group

Create column

Create item

Update item

Create update

Delete item

Next steps