Monday.com + WhatsApp API Integration: Complete Guide 2025

Monday.com organises your work. WA.Expert makes sure nothing slips through, status changes, approaching deadlines, client deliverables ready. Every Monday.com event that matters fires a WhatsApp to the right person at the right time.

Connect Monday.com + WhatsApp → Talk to an Expert

225K+

Businesses using Monday.com globally

Native automation

Monday.com automations + WA.Expert webhook

Client updates

External client WhatsApp updates from Monday.com

Zero code

Monday.com automation builder, no developer needed

What You Can Automate

Top use cases for Monday.com + WhatsApp API

Monday.com is a leading work management platform used by 225,000+ businesses globally. WA.Expert connects Monday.com to WhatsApp so item status changes, due date alerts, and task assignments fire instant WhatsApp notifications to the right team members and clients.

📋

Item status change → WhatsApp

Board item status changes from "In Progress" to "Done" fires WhatsApp to client or stakeholder.

⏰

Due date approaching → WhatsApp reminder

Item due in 2 days with no status update fires WhatsApp to assignee.

👤

Item assigned → WhatsApp notification

New item assigned to team member fires WhatsApp with item details and due date.

✅

Client deliverable ready → WhatsApp

Item moves to "Ready for Review" fires WhatsApp to client contact with review link.

Trigger → Action

How Monday.com events trigger WhatsApp messages

Monday.com trigger	WhatsApp action (WA.Expert)	Business impact
Status changes to "Done"	WhatsApp to client: deliverable ready for review	Client transparency
Due date arrives (item not done)	WhatsApp reminder to assignee	Deadline management
Item assigned to team member	WhatsApp with item name, due date, priority	Task awareness
New item created in client board	WhatsApp to client: we've started work on [item]	Proactive communication
Item moved to "Needs Approval"	WhatsApp to approver with review link	Approval workflow

Setup Guide

How to connect Monday.com to WhatsApp API

Use Monday.com native automations

In Monday.com: Automations → Create Custom Automation. Trigger: "When status changes" or "When date arrives." Action: "Send Webhook." Enter WA.Expert endpoint URL.

Configure the webhook payload

In the Monday.com webhook action, configure the JSON payload with board item fields: item name, status, assignee, due date, and the contact's phone number from a Phone column in your board.

Add a Phone column to your Monday board

Add a "Phone" column to your Monday.com board for the relevant contacts. This is where team member or client phone numbers are stored. Monday.com webhook can reference this column directly.

Set up client notification automations

For client-facing boards: create automations that fire when client-visible status changes (e.g., "Ready for Review", "Delivered"). Map the Client Phone column to WA.Expert and send the WhatsApp from your company number.

Configure conditional logic

Use Monday.com automation conditions to filter: only send WhatsApp for items in specific groups (High Priority group), specific statuses (not "Backlog"), or when column values meet criteria (budget > ₹1,00,000).

Sample Monday.com → WhatsApp configuration

// Monday.com automation webhook → WA.Expert
// Trigger: Status changes to "Done"
// Condition: Group = "Client Projects"

// Webhook payload (Monday.com variable syntax):
{
  "to": "{{client_phone.text}}",
  "template": "monday_deliverable_ready",
  "variables": {
    "item_name": "{{item.name}}",
    "board_name": "{{board.name}}",
    "due_date": "{{date_column.text}}"
  }
}

WA.Expert handles WhatsApp API authentication, template approval, and delivery. You pass trigger data from Monday.com, no WhatsApp API expertise needed.

FAQ

Monday.com + WhatsApp: common questions

Does Monday.com have a native WA.Expert integration?

Monday.com's Integrations Centre has a WhatsApp integration category. WA.Expert is available as a webhook action in Monday.com automations, no third-party middleware like Zapier needed. The setup is done entirely within Monday.com's automation builder.

How do I store client phone numbers in Monday.com for WhatsApp?

Add a "Phone" column (type: Phone) to your Monday.com board. For client contact boards, each row represents a client/contact with their phone number in the Phone column. Monday.com automations can reference this column value in the webhook payload.

Can I send WhatsApp to external clients from Monday.com?

Yes, this is one of the most popular Monday.com + WhatsApp use cases. Clients receive WhatsApp updates when their project moves between stages: kickoff confirmation, milestone completed, delivery ready, invoice sent. Clients don't need to log into Monday.com, they get updates on WhatsApp.

Does Monday.com + WhatsApp work for HR and recruitment boards?

Yes. HR teams use Monday.com boards to track candidates and onboarding. WA.Expert fires WhatsApp at each stage: interview confirmation, offer letter sent, document submission reminder, first day welcome message. Each WhatsApp is triggered by a Monday.com status change.

Can I use Monday.com + WhatsApp for event management?

Yes, event management boards with tasks for venue, catering, speakers, etc. can fire WhatsApp to vendors and team members as tasks approach due dates. The client gets a WhatsApp update when key milestones are confirmed. Monday.com + WhatsApp is a popular event agency stack in India.

How many WhatsApp messages can one Monday.com automation send?

A single Monday.com automation can send one WhatsApp per trigger event. For multiple recipients (e.g., all board members), create separate automation rules or use a Make/Zapier integration that can iterate over a list.

Related Integrations

More WhatsApp integration guides

Ready to connect Monday.com to WhatsApp?

Status updates, deadline alerts, client deliverables, every Monday.com event fires the right WhatsApp to the right person automatically.

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