Monday.com + Apptivo Integration

Integrate Apptivo to Monday.com in one click, or tell Integrately AI how you want each case handled. Log cases, update boards, notify your team, and track progress automatically.

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1.
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
  • Apptivo
    Case is created in Apptivo Instant
  • Apptivo
    Case is updated in Apptivo Instant
  • Apptivo
    Case is deleted in Apptivo Instant
  • Apptivo
    Contact is created in Apptivo Instant
  • Apptivo
    Contact is updated in Apptivo Instant
  • Apptivo
    Opportunity is created in Apptivo Instant
  • Apptivo
    Opportunity is updated in Apptivo Instant
  • Apptivo
    Opportunity is deleted in Apptivo Instant
  • Apptivo
    Customer is created in Apptivo Instant
  • Apptivo
    Customer is updated in Apptivo Instant
  • Apptivo
    Customer is deleted in Apptivo Instant
  • Apptivo
    Contact is deleted in Apptivo Instant
  • Apptivo
    Project is created in Apptivo Instant
  • Apptivo
    Project is updated in Apptivo Instant
  • Apptivo
    Project is deleted in Apptivo Instant
  • Apptivo
    Lead is created in Apptivo Instant
  • Apptivo
    Lead is updated in Apptivo Instant
  • Apptivo
    Lead is deleted in Apptivo Instant
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2.
  • Monday.com
    Move item to group in Monday.com
  • Monday.com
    Move item to board in Monday.com
  • Monday.com
    Update group in Monday.com
  • Monday.com
    Search multiple items in Monday.com
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Create item in Monday.com
  • Monday.com
    Search item in Monday.com
  • Monday.com
    Update item in Monday.com
  • Monday.com
    Get item details by id in Monday.com
  • Monday.com
    Create subitem in Monday.com
  • Monday.com
    Archive item in Monday.com
  • Monday.com
    Delete item in Monday.com
  • Monday.com
    Create update in Monday.com
  • Monday.com
    Create column in Monday.com
  • Monday.com
    Upload file to specific item in Monday.com
  • Monday.com
    Create board in Monday.com
  • Monday.com
    Archive board in Monday.com
  • Monday.com
    Create group in Monday.com
  • Monday.com
    Duplicate group in Monday.com
  • Monday.com
    Delete group in Monday.com
  • Monday.com
    Archive group in Monday.com
  • Monday.com
    Add user to board in Monday.com
  • Monday.com
    Add user to workspace in Monday.com
  • Monday.com
    Create tag in Monday.com
  • Monday.com
    Create workspace in Monday.com
  • Monday.com
    Add team to workspace in Monday.com
  • Monday.com
    Add team to board in Monday.com
  • Monday.com
    Search subitem in Monday.com
  • Monday.com
    Update subitem in Monday.com
  • Apptivo
    Create contact in Apptivo
  • Apptivo
    Search contact in Apptivo
  • Apptivo
    Create lead in Apptivo
  • Apptivo
    Search lead by email in Apptivo
  • Apptivo
    Create customer in Apptivo
  • Apptivo
    Create opportunity in Apptivo
  • Apptivo
    Search customer by customer number in Apptivo
  • Apptivo
    Search opportunity by name in Apptivo
  • Apptivo
    Search case by Email in Apptivo

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Ready Workflows Ready Workflows for Apptivo + Monday.com Integration

Track cases, update project boards, keep your team informed, and streamline operations, all in just one click.

Most popular automationsmost-popular-automations
Apptivo + Monday.com Integration

Create Monday.com item for new Apptivo contact

Apptivo and Monday.com are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Apptivo, do you also create a item in Monday.com? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Apptivo + Monday.com flow

Keep your CRM, communications, and project boards perfectly aligned as work progresses. Pick a combination and activate it in one click.

Monday.com
Apptivo
+
SalesforceSalesforce (5)
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
+
StripeStripe (4)
A
S
M
Create a Salesforce lead when a contact is created in Apptivo, and add an item in Monday.com
New Apptivo contacts flow straight into Salesforce as leads while updating your Monday.com board, eliminating manual data re-entry across your team.
A
S
M
When an opportunity is created in Apptivo, create a Salesforce deal and add an item in Monday.com
Apptivo opportunities instantly populate Salesforce and create trackable project items in Monday.com so revenue and delivery teams align from day one.
A
S
M
Create a Salesforce task when a case is created in Apptivo, and update your Monday.com board
Support cases in Apptivo automatically open follow-up tasks in Salesforce and register tracking items in Monday.com for rapid resolution.
A
S
M
When a lead is created in Apptivo, create a Salesforce contact and add an item in Monday.com
New leads captured in Apptivo immediately create Salesforce contacts and populate your Monday.com project workspace for seamless handover.
A
S
M
Use Claude to analyse new Apptivo opportunities, update Salesforce, and create a Monday.com item
AI evaluates Apptivo opportunities to prioritize deals in Salesforce while creating structured items in Monday.com for team execution.

Supported triggers and actions for Monday.com and Apptivo

Mix and match to build the exact automation you need

Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
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Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
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Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
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Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
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Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
Try it →
Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
Try it →
Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
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Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
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Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
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Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
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Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
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Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
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Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
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Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
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Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
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Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
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Update is created in Monday.com
Triggers the automation when an update is created
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Board is created in Monday.com
Triggers the automation when a new board is created
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User joins in Monday.com
Triggers the automation when a new user joins the platform
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Move item to group in Monday.com
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Move item to board in Monday.com
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Update group in Monday.com
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Search multiple items in Monday.com
Locates and retrieves items information
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Get subitem by id in Monday.com
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Create item in Monday.com
Generates a new item
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Search item in Monday.com
Locates and retrieves particular item information
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Update item in Monday.com
Updates an item with new information
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Get item details by id in Monday.com
Retrieves detailed information of a item using its id
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Create subitem in Monday.com
Creates a new subitem
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Archive item in Monday.com
Store an item for future reference
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Delete item in Monday.com
Removes the selected item
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Create update in Monday.com
Creates a new update
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Create column in Monday.com
Adds a new column to a dataset or spreadsheet
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Upload file to specific item in Monday.com
Uploads a file to a item within a system
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Create board in Monday.com
Generates a new board
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Archive board in Monday.com
Archive board to store historical data
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Create group in Monday.com
Creates a new group based on particular criteria
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Duplicate group in Monday.com
Creates a copy of an existing group
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Delete group in Monday.com
Removes a particular group from the system
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Archive group in Monday.com
Archives a particular group for future reference
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Add user to board in Monday.com
Adds a user to a board
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Add user to workspace in Monday.com
Adds a user to the particular workspace
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Create tag in Monday.com
Generates a new tag
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Create workspace in Monday.com
Creates a new workspace
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Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
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Add team to board in Monday.com
Adds a team to the board
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Search subitem in Monday.com
Automatically searches for a specific subitem
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Update subitem in Monday.com
Automatically updates an existing subitem
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Apptivo
Apptivo Triggers & Actions
Instant
Case is created in Apptivo
Triggers the automation when a new case is created
Try it →
Instant
Case is updated in Apptivo
Triggers the automation when any case is updated
Try it →
Instant
Case is deleted in Apptivo
Triggers the automation when any case is deleted
Try it →
Instant
Contact is created in Apptivo
Triggers the automation when a new contact is created
Try it →
Instant
Contact is updated in Apptivo
Triggers the automation when a contact is updated
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Instant
Opportunity is created in Apptivo
Triggers the automation when any opportunity is updated
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Instant
Opportunity is updated in Apptivo
Triggers the automation when any opportunity is updated
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Instant
Opportunity is deleted in Apptivo
Triggers the automation when any opportunity is deleted
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Instant
Customer is created in Apptivo
Triggers the automation when a new customer is created
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Instant
Customer is updated in Apptivo
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Apptivo
Triggers the automation when a customer is removed from the database
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Instant
Contact is deleted in Apptivo
Triggers the automation when a contact is removed from the particular list
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Instant
Project is created in Apptivo
Triggers the automation when a new project is created
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Instant
Project is updated in Apptivo
Triggers the automation when a project is updated
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Instant
Project is deleted in Apptivo
Triggers the automation when a project is deleted
Try it →
Instant
Lead is created in Apptivo
Triggers the automation when a new lead is created
Try it →
Instant
Lead is updated in Apptivo
Triggers the automation when the lead information is updated
Try it →
Instant
Lead is deleted in Apptivo
Triggers the automation when a lead is removed from the system
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Create contact in Apptivo
Adds a new contact to the database
Try it →
Search contact in Apptivo
Finds and retrieves contact information
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Create lead in Apptivo
Generates new leads for potential customers
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Search lead by email in Apptivo
Retrieves information for a particular lead using their email
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Create customer in Apptivo
Adds a new customer to the database
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Create opportunity in Apptivo
Creates a new instance of the support system
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Search customer by customer number in Apptivo
Retrieves customer information based on customer number input
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Search opportunity by name in Apptivo
Searches for a opportunity by its name
Try it →
Search case by Email in Apptivo
Retrieves a case using an email address
Try it →

What can you automate with Apptivo + Monday.com?

Streamline your business operations by connecting customer management data directly to your active project boards.

What you can automate?
🎯
Create Monday.com items from Apptivo cases
Trigger a new board item automatically whenever a case is created in Apptivo. Ensure your operations team starts working on customer requests immediately.
📋
Capture every submitted field in your boards
Map all available contact, lead, and opportunity details into separate Monday.com columns instead of just basic names. Your boards become a complete source of truth.
🔔
Notify the right team member instantly
Alert your staff the moment an important customer record or project is created in Apptivo. Eliminate delayed handovers and keep everyone informed.
🔀
Route records based on submitted data
Send opportunities or leads to specific boards or groups based on criteria like priority or category. Direct work to the correct team without manual sorting.
🔄
Keep boards updated as records change
Synchronize updates when customer details or project statuses are modified in Apptivo. Prevent outdated information from causing costly mistakes.
🔍
Search and update instead of creating duplicates
Check if a contact or customer already exists in Monday.com before adding new entries. Keep your workspaces clean and free of redundant records.
⏱️
Manage lifecycle and status changes
Handle later lifecycle milestones such as opportunity closures or case resolutions. Update board items automatically when work states progress.
🌐
Extend your workflow to Slack
Connect Apptivo and Monday.com workflows with Slack to post team notifications and streamline multi-step business communications.
And much more...

Who is Apptivo + Monday.com integration for?

Operations managers, project leads, and support supervisors who need to bridge client records with active task boards without manual data duplication.

Operations managers
Operations managers
Customer support leads
Customer support leads
Client success managers
Client success managers
Sales directors
Sales directors
Project coordinators
Project coordinators
Quality assurance leads
Quality assurance leads
📈
Operations managers
You're reviewing case metrics in Apptivo but your team's project board only updates when someone manually logs new tasks, so the completion rates you're reporting against are always a few hours behind — with this integration, every new case populates the board instantly and your operational data stays current.
⚡
Customer support leads
You need support agents to act fast on customer queries, but tickets created in Apptivo sit unnoticed until someone checks the tracker manually — this integration means every new case creates a tracked board item immediately so response times drop.
🤝
Client success managers
You answer to external clients who want to see daily progress, but updating your task boards by hand takes hours away from client meetings — automating both apps means every customer milestone syncs automatically and client reporting stays effortless.
📊
Sales directors
The incoming volume of leads and opportunities in Apptivo is too high for anyone to keep up with by hand, leading to missed handovers to delivery teams — connecting these apps means every new opportunity populates project boards instantly without human delay.
🔄
Project coordinators
You own the delivery phase and depend on sales reps to hand over closed deals from Apptivo, but details often get lost in translation — with this integration, every deal update flows straight into your execution pipeline with full context.
🗂️
Quality assurance leads
You need a reliable history of all customer interactions and project updates, but manual logging leaves frustrating gaps in your audit trail — automating both apps means every record matches perfectly across systems without missing a step.
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Why choose Integrately to automate Monday.com + Apptivo

Build and manage your Monday.com + Apptivo automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Monday.com + Apptivo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
Connect Monday.com + Apptivo Now arrow right
In Just 1 Click!
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Frequently Asked Questions

How do I connect Apptivo to Monday.com?
Frequently Asked Questions
You can connect Apptivo to Monday.com instantly using 1-click automations on Integrately. Choose from ready-made templates or ask Integrately AI to build your custom workflow across your favorite apps.
Can I automatically create Monday.com items when cases are created in Apptivo?
Frequently Asked Questions
Can I connect Apptivo, Monday.com, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Apptivo and Monday.com?
Frequently Asked Questions
How does Apptivo handle contact and lead data during integration?
Frequently Asked Questions
How are updates tracked on Monday.com boards?
Frequently Asked Questions
Do I need coding skills to automate Apptivo and Monday.com?
Frequently Asked Questions
Is the Apptivo and Monday.com integration free?
Frequently Asked Questions
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Sync Monday.com with document storage, communication, and reporting tools to keep project workflows moving.
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