Monday.com provides a range of automation triggers that can be utilized to streamline workflows and processes. Some of the available triggers include:
1. When a Status Changes: Initiate an action when the status of an item changes on the board.
2. When a Date Arrives: Activate an action based on a date field reaching a specified date.
3. When a Person is Assigned: Trigger an action when a specific person is assigned to an item.
4. When a Column Changes: Initiate an action when a specific column’s value changes.
5. When a New Item is Created: Activate an action when a new item is added to the board.
6. When a Form is Submitted: Trigger an action when a form associated with the board is submitted.
7. When a Specific Time Occurs: Initiate an action at a specific time of day.
8. When a File is Added: Trigger an action when a file is added to a specific column.
9. When an Update is Posted: Activate an action when an update is posted on an item.
10. When a Dependency is Completed: Trigger an action when a dependent item is marked as completed.
11. When a Pulse is Created: Initiate an action when a pulse is added to a specific column.
These triggers can be combined with various actions.
Some of the available actions include:
1. Move Item: Automatically relocate an item to a specific group, board, or location when a trigger is activated.
2. Change Column Value: Modify the value of a specific column based on a trigger event.
3. Create an Update: Generate and post an update on an item when a certain condition is met.
4. Send Notification: Automatically send notifications to designated team members or stakeholders.
5. Update Status: Change the status of an item in response to a trigger event.
6. Change Ownership: Assign a different person or team as the owner of an item.
7. Add to Group: Include an item in a particular group when a trigger is initiated.
8. Create a New Item: Generate a new item and add it to a specified board when a condition is met.
9. Duplicate Item: Automatically create a duplicate of an item when a trigger event occurs.
10. Create an Item in Another Board: Generate a new item in a different board as a result of a trigger.
11. Copy Column Values: Copy specific column values from one item to another based on a trigger.
12. Change Due Date: Modify the due date of an item when triggered by a specific event.
13. Archive Item: Automatically archive an item when certain conditions are met.
14. Send Email: Initiate the sending of an email notification in response to a trigger event.
15. Add a Dependency: Establish a dependency relationship between items based on a trigger.
These actions can be combined with different triggers to create customized automation workflows that enhance the efficiency and productivity of your operations in Monday.com. The availability of actions may depend on your subscription plan.