Monday.com SMS Automation
Keep clients informed through automated SMS updates that trigger from new tasks or issues.
Why This Workflow Matters
Ensure clients never miss a task update. This automation connects Monday.com, ActiveCampaign, and D7 SMS to deliver real-time notifications that spark engagement and drive faster responses.
How It Works
When a new task or issue appears in Monday.com, the workflow creates or updates the contact in ActiveCampaign, adds the right tag, and starts an SMS automation. The client receives a personalized message instantly and can reply for help or action. Based on their response, the system either creates a deal/task or continues a nurture sequence — all designed to boost engagement and conversion.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| New task | issue created in Monday.com | Triggers the workflow automatically |
| Create | update contact in ActiveCampaign | Keeps client info always current |
| Add relevant tag | Segments clients by project type | |
| Send D7 SMS | “Hi {{first_name}}, thanks Task assignment notification...” | Instantly alerts the client |
| Include “Reply HELP for support.” | Adds direct support option | |
| Wait for reply | Measures engagement | |
| If reply is positive, create deal or task | Turns engagement into action | |
| If not, continue nurture sequence | Keeps relationship warm for future conversion |
SMS Message Variations
1. Hi {{first_name}}, you’ve got a new task! Check your Monday.com update. Reply HELP if you need support.
2. Hello {{first_name}}, a new task has been assigned. View details anytime. Reply HELP for assistance.
3. {{first_name}}, new task alert! Stay updated with your latest Monday.com assignment. HELP for support.
Who It Helps
- Project management teams
- Client service firms
- Freelancers coordinating multiple clients
- Marketing or creative agencies tracking deliverables
