How Do I Automate Monday.Com

You can automate Monday.com workflows by connecting CatchApp booking activity to a board, then using Monday.com automations to notify your team, update statuses or create follow-up tasks.

Typical setup

  1. Connect CatchApp Bookings to Monday.com from the integrations area.
  2. Choose the Monday.com board where bookings should appear.
  3. Map booking fields to board columns, such as name, email, date, time, event type and notes.
  4. Create Monday.com automations based on the new item or status changes.
  5. Make a test booking and confirm the item appears on the board.

Automation examples

  • When a booking is created, notify the account owner.
  • When a meeting date arrives, move the item to Today.
  • When a booking is cancelled, update the status to Cancelled.
  • When a meeting is complete, create a follow-up task.

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