Difficulties to collect subitems from monday and send them with mail

How To
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1

Hello to all of you, I am writing to you because I am encountering difficulties in creating a specific automation on Monday.com and i don’t know exactly how your platform work.

Specifically, I am trying to set up an automation that will be triggered when the status in a particular column of a board changes to “Done”.

In photo you can see my group, and my board id is 1982688721

monday-make
monday-make794×422 45.9 KB

My requirement is that when this status change occurs for a specific item, an email should be sent automatically via monday.com. The content of this email should include:

  • The name of the item whose status has changed to “Done”.
  • A list of all the subitems associated with this main item.

I have explored the available automation options on monday.com, but I haven’t been able to find the combination of trigger and actions that precisely meets this need.

I would be grateful if you could guide me on the correct way to create this automation via make.

Thank you in advance for your time and support. I look forward to your response.

2

You can use make.com to receive the webhook and send the email, basically because of the flexibility with which make.com allows users to do integrations like this.

3

but that’s why I turned to this community, I just don’t know exactly how this process works from here, and I would be grateful if you could show me the way (with an example of this “problem”) to start using this platform

4

Alright, you need to go to Make.com and create a new scenario. Click the plus button and search for Webhooks. Select create a Custom Webhook.
call it mondayWebhook

Make will generate a unique webhook URL. copy it.

Go to your Monday.com board, Click Integrate (top right), Click “Custom Webhook” (or “Webhooks” under Developer), Choose a trigger (e.g., “When a column changes”), Paste the Make webhook URL into the webhook field.

In Make.com, click Run Once on your scenari, now trigger the Monday.com webhook by performing the action (e.g., changing a column), Make.com will capture the webhook data. You can now add further modules e.g. send an email to your leads.

Try this out step by step or just watch a YouTube video on it.

1 Like
5

@Christos

Instead of custom webhook you can also use Monday “Watch event module”. then you will get the pulse id which is the item that triggered the workflow.

See the attached blueprint for reference.
List subitem to send email.blueprint.json (11.9 KB)

Best regards,
Msquare Automation
Platinum Partner of Make
@Msquare_Automation