Monday.com actions and triggers | Clixio Changelog

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Seamless Integration with Monday.com We’ve added native Monday.com actions and triggers to Clixio Workflows, enabling real-time automation between Clixio and Monday boards. This integration eliminates the need for third-party tools like Zapier or Make and allows teams to sync boards, items, statuses, and updates directly within Clixio.
Enhanced Workflow Support Clixio Workflows now support actions and triggers with Monday.com, allowing agencies and teams to automate project management, onboarding, and internal operations without manual coordination or external automation platforms.
Available Triggers These triggers fire in near real-time when activity occurs in Monday.com:

Any Column Value Changed in Board – Triggers when a specific column (status, date, owner, etc.) is updated.

Any Item Moved to a Group – Triggers when an item moves between groups on a board.

New Board – Triggers when a new board is created.

New Item in a Board – Triggers when a new item is added to a board.

New Subitem in Board – Triggers when a subitem is created under an item.

New Update in Board – Triggers when a comment or update is added to an item.

New User – Triggers when a new user joins the Monday.com workspace.
Manage Monday.com from Clixio Automate and manage Monday.com directly from Clixio workflows:

Create New Board / Group / Column / Item / Subitem – Dynamically build Monday structures from workflows.

Update Item / Update Subitem – Update statuses, owners, dates, and custom columns.

Archive Board / Archive Group – Automatically archive completed boards or groups.

Delete Item / Delete Group – Remove items or groups when they are no longer needed.

Get Board Items – Retrieve all items from a board for syncing or reporting.

Find Items by Column Value – Search items using status, owner, or custom columns.

Find Items by ID – Locate a specific item using its Monday item ID.

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Test Action Feature We have launched Monday.com actions with a test action feature, allowing users to test the action before execution. Users can save the schema and reuse it in subsequent actions as custom values.
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Why It Matters

Teams often manage projects in Monday.com while running CRM, communication, and automation flows in Clixio. With native Monday.com actions and triggers, users can:

• Keep Clixio and Monday perfectly synchronised

• Eliminate reliance on Zapier, Make, or custom webhooks

  1. Client Onboarding Automation
Automatically sync new onboarding items from Monday.com into Clixio CRM, notify account managers, and update item statuses once CRM actions are completed.
  1. Project Status → Client Communication

Trigger emails, Slack notifications, or notes when a Monday item’s status changes (e.g., when a project is marked “Completed”).

  1. Internal Task Sync Across Tools
When a task is created in Monday.com, automatically create corresponding tasks in ClickUp or other tools, while maintaining cross-system references and visibility.
  1. In Workflows, search for Monday.com triggers or actions.
  2. If your account is already connected, configuration fields will appear automatically.
  3. If not, click Connect Now and authenticate via Monday.com API key.
  4. You can also connect anytime via:
monday
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