Monday + crm

:bullseye: What is your goal?

To automate the scheduling of weekly CRM push notifications by connecting Monday.com to a CRM HTTP endpoint via Make. My objective is to eliminate manual data entry for 120+ weekly variations (10 campaigns across 12 different regional segments), ensuring that titles, messages, and weekly-specific links are synced automatically based on a status change.

:thinking: What is the problem?

Currently, our team spends over 5 hours per day manually configuring campaigns. The manual process is highly prone to human error, specifically regarding dynamic link mapping (which changes every week) and regional segmentation. We need a scalable solution where Monday.com acts as the ‘Source of Truth’ and the CRM HTTP API handles the execution without manual intervention.

:test_tube: What have you tried so far?

I have successfully established the connection with the Monday.com API to watch for status changes and fetch item data. I have also configured an HTTP ‘Make a Request’ module using the POST method, including the necessary authentication headers. My current challenge lies in the JSON payload structure: I need to ensure that the weekly-specific URLs and the 12 regional segments are correctly mapped from the Monday.com columns into the CRM HTTP body, and that the date/time format is correctly transformed for the API.

:link: Create public scenario page

I will provide the public scenario link/blueprint once the JSON mapping is stabilized. Currently, I am looking for best practices on dynamic URL injection within the HTTP request body.

Hey there,

Could you please provide more info? What is this API you are hitting? What are these URLs you are sending?

I want to use the information from Monday and send it to CleaverTap.
It would be an automated Push/In-App/Email process.