Customer.io + Monday.com Integration

Integrate Customer.io to Monday.com in one click, or tell Integrately AI how you want each contact handled. Sync user activities, update your boards, alert your team, and trigger follow-ups 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
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2.
  • Customer.io
    Add person to segment in Customer.io
  • Customer.io
    Create or Update Person in Customer.io
  • Customer.io
    Create event in Customer.io
  • Customer.io
    Create anonymous event in Customer.io
  • 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
    Create item in Monday.com
  • Monday.com
    Get subitem by id 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

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Ready WorkflowsReady Workflows   for Customer.io + Monday.com Integration

Create customer profiles from new board items, sync user data, alert your team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Customer.io + Monday.com flow

Sync customer data to your CRM, alert your support team on messaging channels, and trigger automated emails across your stack. Pick a combination and activate it in one click.

Customer.io
Monday.com
+
HubSpotHubSpot (4)
+
IntercomIntercom (2)
+
SlackSlack (2)
+
GmailGmail (2)
+
Google DriveGoogle Drive (2)
+
CalendlyCalendly (2)
H
M
C
When a contact is created in HubSpot, create an item in Monday.com and create or update person in Customer.io.
New HubSpot contacts appear in Monday.com as board items and update Customer.io instantly without manual data entry.
H
M
C
When a HubSpot deal moves to a new stage, update the Monday.com item and add person to segment in Customer.io.
Deal stage updates in HubSpot automatically reflect in Monday.com and adjust user segments in Customer.io.
H
M
C
If a new HubSpot contact is enterprise tier, create a priority Monday.com item and create event in Customer.io.
Enterprise contacts in HubSpot trigger high-priority Monday.com items and track specific events in Customer.io.
H
M
C
Use Claude to analyse whether new HubSpot contacts match your buyer criteria, create a Monday.com item, and create event in Customer.io.
AI analyses new HubSpot contacts before creating Monday.com items and logging Customer.io events.

Supported triggers and actions for Customer.io and Monday.com

Mix and match to build the exact automation you need

Customer.io
Customer.io Triggers & Actions
No trigger is available
Add person to segment in Customer.io
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Create or Update Person in Customer.io
Generates a new invoice
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Create event in Customer.io
Adds a new contact to the contact list
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Create anonymous event in Customer.io
Creates a confidential gathering without disclosing organizer's identity
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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
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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
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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
Try it →
Search multiple items in Monday.com
Locates and retrieves items information
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Create item in Monday.com
Generates a new item
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Get subitem by id in Monday.com
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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
Try it →

What can you automate with Customer.io + Monday.com?

Streamline customer communication and project tracking by connecting your user activity directly to your boards.

What you can automate?
🔄
Create Monday.com items from customer events
Automatically generate a new board item in Monday.com whenever user activity or behavior data triggers an event in Customer.io.
📝
Sync every submitted field to your boards
Map detailed user attributes and form answers into custom Monday.com columns instead of just names, ensuring complete context for your team.
🔔
Alert your team the moment items arrive
Notify designated team members in real-time when new customer data creates a tracking item on your Monday.com project boards.
🔀
Route items based on user segments
Send customer data to specific Monday.com boards or groups depending on user segmentation rules and behavior criteria.
🔄
Keep board items updated as profiles change
Automatically update existing Monday.com items whenever customer details or behavioral states change in Customer.io.
👥
Prevent duplicate records on your boards
Check existing Monday.com items before creation, updating current records instead of cluttering your workspace with duplicates.
📊
Handle later status changes and stage updates
Trigger automated workflows when a Monday.com item status changes or a Customer.io user journey reaches a milestone.
🔗
Extend flows to messaging and CRM tools
Connect Customer.io and Monday.com workflows with Slack or HubSpot to notify stakeholders and update CRM records simultaneously.
And much more...

Who is Customer.io + Monday.com integration for?

Operations and customer success teams rely on this integration to keep customer engagement data perfectly aligned with project tracking boards without manual updates.

Performance marketers
Performance marketers
Customer success managers
Customer success managers
Project coordinators
Project coordinators
Operations leads
Operations leads
Account executives
Account executives
Data analysts
Data analysts
📈
Performance marketers
You track campaign engagements in Customer.io but your project boards in Monday.com only update when someone manually adds items, so your team schedules work based on outdated task counts — with this integration, every new contact lands on your board instantly and your operational data stays current.
Customer success managers
You need to act fast when customer activity changes in Customer.io, but project items in Monday.com lag behind because updates happen by hand, so client requests slip through the cracks — automating both apps means every user activity instantly triggers the right board item so your team responds without delay.
📋
Project coordinators
You answer to stakeholders who want to see live progress on client deliverables, but customer data from Customer.io sits outside your Monday.com boards, forcing you to spend hours cross-referencing records — connecting these apps means your project boards always reflect the latest customer actions automatically.
🔄
Operations leads
The volume of user events coming through Customer.io is too high for anyone to keep up with by hand on Monday.com boards, leading to missed follow-ups and unassigned tasks — this integration means every event translates into a tracked board item instantly without manual transcription errors.
🤝
Account executives
You own the client handover phase and depend on someone upstream to create tracking items in Monday.com from Customer.io data, causing costly bottlenecks before project kickoff — automating both apps means your handoff checklist populates the moment user activity occurs.
🗂️
Data analysts
You need a reliable audit trail connecting customer communication in Customer.io to project execution in Monday.com, but manual record-keeping leaves persistent gaps in your history — this integration means every action and board update is logged reliably for accurate reporting.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Customer.io + Monday.com

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

1,500+ apps connected
1,500+ apps connected
Connect Customer.io + Monday.com 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Customer.io to Monday.com?
Frequently Asked Questions
You can connect Customer.io to Monday.com in one click using pre-built workflows or ask Integrately AI to build your automation instantly. With 42,000+ active users and 1,500+ integrations, setting up your data flow takes minutes.
Can I automatically create Monday.com items from Customer.io user events?
Frequently Asked Questions
Can I connect Customer.io, Monday.com, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Customer.io and Monday.com?
Frequently Asked Questions
How do contact updates in Customer.io sync with Monday.com boards?
Frequently Asked Questions
Can I track task status changes between Monday.com and Customer.io?
Frequently Asked Questions
Do I need coding skills to connect Customer.io and Monday.com?
Frequently Asked Questions
Is the Customer.io and Monday.com integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Customer.io or Monday.com With 1500+ Other Apps

Customer.io
Popular Customer.io Integrations
Connect Customer.io with email, CRM, and messaging platforms to manage and follow up on your customer communications.
Monday.com
Popular Monday.com Integrations
Sync Monday.com with project, finance, and reporting tools to keep data working across your operational stack.