How to Send an Email via Gmail When Status Changes in Monday.com Board Using Pabbly Connect

Learn how to automate sending emails via Gmail when the status changes in a Monday.com board using Pabbly Connect. Step-by-step tutorial included! Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Monday.com and Gmail Integration

To send an email via Gmail when the status changes in Monday.com, you’ll need to use Pabbly Connect. This powerful integration tool allows you to automate tasks between various applications seamlessly. In this tutorial, we will go through the steps to set up this integration.

Pabbly Connect is the central platform that enables you to connect Monday.com with Gmail. This integration will help you receive timely notifications whenever there is a status change in your Monday.com board, enhancing your workflow efficiency.

2. Setting Up Your Pabbly Connect Account

First, navigate to the Pabbly Connect website and create an account if you haven’t done so already. Once logged in, you will be taken to the dashboard where you can start creating your integration.

To set up the integration, follow these steps:

• Click on ‘Create Workflow’ to start a new integration.
• Name your workflow, for example, ‘Monday.com to Gmail Notification.’
• Select ‘Monday.com’ as the trigger application.

After setting up your workflow, you will need to configure the trigger event to monitor status changes in Monday.com. This is crucial for the integration to function correctly.

3. Configuring Monday.com Trigger in Pabbly Connect

Now that you have set up your workflow, it’s time to configure the Monday.com trigger within Pabbly Connect. You will need to connect your Monday.com account to Pabbly Connect.

Follow these steps to set up the trigger:

• Authorize Pabbly Connect to access your Monday.com account.
• Select the board you want to monitor for status changes.
• Choose the specific status column in your board.

Once you have configured these settings, Pabbly Connect will start monitoring the specified board for any status changes. This setup ensures that you receive notifications in Gmail whenever an update occurs.

4. Setting Up Gmail Action in Pabbly Connect

After configuring your Monday.com trigger, the next step is to set up the Gmail action in Pabbly Connect. This step allows you to send emails automatically based on the status changes detected.

To configure Gmail as your action application, follow these steps:

Select ‘Gmail’ as the action application. Choose the action event, such as ‘Send Email.’ Authenticate your Gmail account by providing necessary permissions.

Once you have set up Gmail, you can customize the email content, including the subject and body, to include relevant details from the Monday.com update. This customization ensures that the notifications are informative and actionable.

5. Testing the Integration and Finalizing Setup

With both Monday.com and Gmail configured in Pabbly Connect, it’s time to test your integration. Testing is crucial to ensure that everything works as expected before you fully rely on the automation.

To test the integration, follow these steps:

Change the status of an item in your Monday.com board. Check your Gmail inbox for the notification email. If the email is received correctly, your integration is successful!

After confirming that the integration works, you can finalize your setup and start using it regularly. Pabbly Connect will now automatically send emails whenever there are status changes in your Monday.com board, saving you time and effort.

Conclusion

This tutorial demonstrated how to send an email via Gmail when the status changes in a Monday.com board using Pabbly Connect. By following the steps outlined, you can automate your workflow and ensure timely notifications for your team.