Automation streamlines repetitive tasks, ensuring efficiency and consistency in workflows. Integrating platforms like Monday.com with external services can significantly enhance productivity. This article will guide you through setting up an automation in Integrately to send a WhatsApp message using TimelinesAI whenever an update is created in your board.
Monday.com is a powerful work operating system that allows teams to run projects and workflows with confidence. TimelinesAI provides tools for managing communications via WhatsApp. By integrating these two platforms, you can automate sending WhatsApp messages directly from CRM, ensuring that important updates are communicated efficiently.
This guide will walk you through creating an automation that triggers a API call to TimelinesAI when an update is created on a Monday.com board.
1. Configure the Trigger
Create a new Automation in Integrately and set the trigger to “When an update is created”. This ensures that the automation will run every time a new update is added to the board.
2. Set Up the Action: Webhooks/API
3. Connect Your Monday.com Account
You will be prompted to connect your Monday.com account . Follow the on-screen instructions to authorize the connection.
4. Set Up the Action Details
Method: Select POST.
Nested Data: Select No.
5. Set Up the URL
URL: Copy the URL from TimelinesAI API documentation for the “Send message by phone number” part.
6. Set Up the Action Details
Add a new header:
Key: Authorization
Value: Bearer 4b180120-0b33-4701-a158-d9166217001e (Copy your token from the TimelinesAI workspace under the Integration part)
Set Up the Body/Data
In the body/data section, input the following JSON structure:
{
“phone”: “+14840000000”,
“whatsapp_account_phone”: “+14841111111”,
“text”: “hello, world!”,
“file_uid”: “afa9d4dd-978d-4a14-aa1b-bd65c272e645”,
“label”: “customer”
}
7. Test and Publish the automation
1. Test the automation to ensure it works correctly. This can usually be done by creating a test update on the board and checking if the WhatsApp message is sent.
2. Once verified, turn on the automation.
By following these steps, you have successfully set up an automation in Monday.com to send WhatsApp messages via TimelinesAI whenever an update is created on your board. This integration not only saves time but also ensures that important updates are promptly communicated to relevant parties via WhatsApp. Automations like these enhance productivity and streamline communication, making project management more efficient.
