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

Learn how to send an email via Gmail when the status changes in a Monday.com board using Pabbly Connect. Step-by-step tutorial included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send an email via Gmail when the status changes in a Monday.com board, you first need to access Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly.

Begin by logging into your Pabbly Connect account. If you don’t have an account, you can easily create one. After logging in, you will be directed to the dashboard where you can start creating your workflow.

2. Creating a New Workflow in Pabbly Connect

Next, you will create a new workflow using Pabbly Connect. This will involve specifying the trigger event and the action that follows. Click on the ‘Create Workflow’ button to begin the setup.

• Name your workflow appropriately, for example, ‘Monday.com to Gmail’.
• Select ‘Monday.com’ as the trigger application.
• Choose the trigger event as ‘Status Change’.

Once you have set up the trigger, you will need to authenticate your Monday.com account by providing the necessary API key. This allows Pabbly Connect to access your Monday.com board for changes.

3. Setting Up Gmail Action in Pabbly Connect

After configuring the trigger, the next step is to set up the action that will occur when the status changes in Monday.com. Here, you will choose Gmail as the action application in Pabbly Connect.

• Select ‘Gmail’ as the action application.
• Choose the action event as ‘Send Email’.
• Authenticate your Gmail account to allow Pabbly Connect to send emails.

In the email setup, you will specify the recipient’s email address, subject, and body of the email. You can use data pulled from Monday.com to personalize the email content.

4. Testing the Integration in Pabbly Connect

Once you have set up both the trigger and action, it is crucial to test the integration. This ensures that everything works correctly when a status change occurs in Monday.com. Use the ‘Test Trigger’ option in Pabbly Connect to simulate a status change.

If the test is successful, you will see a confirmation message. You can then proceed to test the Gmail action by sending a test email. Check your Gmail inbox to confirm that the email has been received.

5. Finalizing and Activating the Workflow

The last step is to finalize and activate your workflow in Pabbly Connect. Make sure to review all the settings to ensure everything is configured correctly.

Once satisfied, click the ‘Activate’ button to enable your workflow. From this point onward, every time a status changes in your Monday.com board, an email will be sent via Gmail automatically.

Conclusion

Using Pabbly Connect, you can easily send emails via Gmail whenever there are status changes in your Monday.com board. This integration streamlines your communication and keeps you updated in real-time.