How to Update Monday.com Item When Note is Added to GoHighLevel Contact Using Pabbly Connect

Learn how to integrate GoHighLevel and Monday.com using Pabbly Connect to automatically update items when notes are added. Step-by-step tutorial included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To start the integration between GoHighLevel and Monday.com, you first need to access Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly. Begin by signing up for a free account on Pabbly Connect, which can be done in just a couple of minutes.

Once you are logged into your Pabbly Connect dashboard, click on the blue button labeled ‘Create Workflow’. You can name your workflow something descriptive like ‘When Note is Added to GoHighLevel Contact, Update Monday.com Item’. Select the folder where you want to create this workflow and click on the ‘Create’ button to proceed.

2. Triggering Action in Pabbly Connect Using GoHighLevel

Now, you need to set up the trigger that will initiate the workflow. In this case, the trigger is set to activate whenever a note is added to a contact in GoHighLevel. In Pabbly Connect, search for ‘Lead Connector’ as it allows you to connect with GoHighLevel. using Pabbly Connect

• Select the trigger event as ‘Whenever a Note is Added’.
• You will be provided with a webhook URL that you need to copy.
• Follow the instructions to set up the webhook in your GoHighLevel account.

After setting this up, your Pabbly Connect will be ready to capture the data whenever a new note is added in GoHighLevel. Ensure that you publish the workflow to make it active.

3. Creating a Webhook in GoHighLevel

To complete the integration, you need to set up the webhook in your GoHighLevel account. Go to the Automation section and create a new workflow. Start from scratch and add a new workflow trigger, selecting ‘Whenever a Note is Added’.

Next, add your first action by searching for ‘Webhook’ and paste the URL you copied from Pabbly Connect. Ensure that the method is set to POST and save the action. This setup allows GoHighLevel to send data to Pabbly Connect whenever a note is added.

After creating the webhook, make sure to publish this workflow in GoHighLevel. This way, your automation will be live and ready to capture any note added to a contact. With Pabbly Connect capturing this data, you can proceed to the next steps of updating Monday.com.

4. Searching for Item in Monday.com via Pabbly Connect

Once the note is captured via Pabbly Connect, the next step is to search for the corresponding item in Monday.com. In your workflow, add a new action and select Monday.com. Choose the action event as ‘Search Items by Column Value’. This allows you to find the specific item based on the email or other identifiers.

• You will need to connect your Monday.com account by providing an API token.
• Select the board where you want to search for items.
• Map the email column to the email captured from GoHighLevel.

This step ensures that Pabbly Connect can accurately find the corresponding item in Monday.com based on the data received from GoHighLevel, facilitating a seamless update of the item.

5. Updating Item in Monday.com Using Pabbly Connect

The final step is to update the item in Monday.com once it has been identified. In Pabbly Connect, add another action for Monday.com and select ‘Update Item’. You will use the item ID from the previous search to specify which item needs to be updated.

Map the relevant fields, such as the additional notes section, to the note data received from GoHighLevel. This ensures that any updates made in GoHighLevel will reflect in Monday.com automatically.

Once you have set up the update action, save your workflow in Pabbly Connect. Now, every time a note is added in GoHighLevel, it will trigger this workflow, and the corresponding item in Monday.com will be updated automatically, showcasing the power of Pabbly Connect in streamlining your operations.

Conclusion

Using Pabbly Connect, you can effortlessly integrate GoHighLevel and Monday.com to automate updates when notes are added. This integration enhances team collaboration and ensures that all information is synchronized in real time, eliminating manual updates.