Monday.com Whatsapp Automation
Automatically notify your team when a task is assigned and send friendly deadline reminders via WhatsApp. Keep projects moving and improve completion rates effortlessly.
Why This Workflow Matters
This workflow keeps everyone aligned and informed the moment a task is assigned in Monday.com. Instead of relying on email or manual updates, team members receive clear WhatsApp notifications and follow-up reminders.
The result is smoother collaboration, fewer missed tasks, and higher completion rates without any extra effort from your team. Everything runs in the background, so your staff can focus on doing the work, not chasing updates.
How The Automation Works
- Trigger: Task assigned
When a new task is assigned in Monday.com, this automation is activated automatically.
- ActiveCampaign Actions: Tag `task_assigned`, webhook
ActiveCampaign tags the contact with `task_assigned` and uses a webhook to connect the event to the D7 WhatsApp API. This ensures the right person is tracked and notified consistently.
- WhatsApp Message Sent:
The assignee receives a WhatsApp notification:
“A new task was assigned: {{task_name}}.”
This gives them instant visibility on what they need to work on.
- Follow-Up Steps: Deadline reminder
Before the deadline, an automatic WhatsApp reminder is sent so the task doesn’t slip through the cracks.
- Goal / KPI: Completion rate
The main objective of this workflow is to increase task completion rates by improving awareness and timely follow-up.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| 1 | A task is assigned in Monday.com | Starts the automation at the exact moment responsibility is given. |
| 2 | ActiveCampaign is triggered by the task assignment | Ensures every new assignment is captured and acted on automatically. |
| 3 | The contact is tagged with `task_assigned` | Helps you track who has active tasks and build better reporting and segmentation. |
| 4 | A webhook sends task data to the D7 WhatsApp API | Connects your CRM activity with WhatsApp messaging in real time. |
| 5 | WhatsApp message is sent: “A new task was assigned: {{task_name}}.” | Instantly alerts the assignee so they know exactly what to work on. |
| 6 | The assignee sees the task name and details in WhatsApp | Reduces confusion and lost emails by using a channel they check frequently. |
| 7 | A deadline reminder is sent via WhatsApp before the due time | Nudges assignees to complete tasks on time and avoid delays. |
| 8 | Improved task completion rate is tracked as a key KPI | Lets you measure the impact of automation on project performance. |
Whatsapp Message Variations
- A new task has been assigned to you: {{task_name}}. Please review and get started when you can.
- You’ve just been assigned a new task: {{task_name}}. Open your board to see all the details.
- New assignment: {{task_name}}. This task is now on your list please check the details and plan your next steps.
Who This Workflow is For
This workflow is ideal for:
- Project-based teams using Monday.com to manage tasks and needing instant assignment alerts (agencies, software teams, marketing teams).
- Service providers coordinating work across multiple staff members (IT support, consulting, creative studios).
- Operations and admin teams that manage ongoing task queues and want fewer missed or delayed items.
- Remote and distributed teams relying on fast, mobile-first communication to stay aligned.
- Any business focused on deadlines and SLAs , where timely task completion directly affects customer satisfaction or revenue.
Integrate Now
Activate this Monday.com Task Assigned WhatsApp workflow now