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Operations integration

monday.com + RapBooster

Create items and update boards from conversations and leads.

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What it does

What monday.com handles for you

  • 01Create monday.com items from new leads and conversations.
  • 02Update board columns when a deal or order moves stage.
  • 03Trigger WhatsApp updates from board status changes.

It plugs into

Recipes

What teams switch on first

  • WhenNew lead in RapBoosterThenCreate an item on your Leads board
  • WhenBoard status changes to 'Delivered'ThenSend a WhatsApp delivery update
  • WhenForm submitted on WhatsAppThenAdd an item with the answers

Setup

Connect monday.com in 4 steps

Screens can differ slightly by plan. Stuck? Message us on WhatsApp and we will set it up with you.

  1. 1Open integrationsLog in to RapBooster and go to Settings → Integrations.
  2. 2Choose monday.comClick monday.com and select Connect.
  3. 3AuthoriseSign in to monday.com and approve the requested permissions.
  4. 4Map and testPick the events and fields to sync, then send a test to check the flow end to end.

Questions

monday.com integration questions

Is this two-way?

Yes. RapBooster creates and updates items, and board automations can trigger RapBooster messages.

Which boards can I use?

Any board your monday.com user can access.

Do I need Zapier?

No, for the standard recipes. Use Zapier or Pabbly for complex multi-step flows.

Operations

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Put monday.com to work today.

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