Monday Workflow Automation Is Now Native Inside HighLevel (No Zapier Needed)

HighLevel now supports native monday workflow automation directly inside Workflows.

That means you can trigger automations when activity happens in Monday.com — and you can control Monday boards from inside HighLevel.

No third-party connectors required.

This update introduces two major components:

1. Monday.com Triggers (Monday → HighLevel)
2. Monday.com Actions (HighLevel → Monday)

Let’s break it down.

These triggers fire in near real time when activity happens inside Monday.

You can now trigger workflows when:

• Any Column Value Changes in a Board
Status updates. Date changes. Owner shifts. Custom column edits.
When it changes, your workflow can fire.

• Any Item Moves to a Group
Move a task from “In Progress” to “Completed”? Trigger automation instantly.

• New Board Created
Great for larger teams creating new client boards.

• New Item in a Board
New task added? Create or update a contact in the CRM.

• New Subitem in a Board
Subtasks can now drive automation.

• New Update in Board
Comments and updates can trigger notifications, tasks, or CRM notes.

• New User Added to Monday Workspace
Useful for onboarding workflows and internal access control.

This is powerful.

Because now your project management activity can directly control CRM actions, communication flows, and internal systems.

Now let’s flip it.

You can also control Monday from inside HighLevel workflows.

You can:

• Create New Board
• Create Group
• Create Column
• Create Item
• Create Subitem

You can dynamically build and manage Monday structures automatically.

You can also:

• Update Item
• Update Subitem
Change statuses, owners, due dates, and custom columns.

• Archive Board or Group
Automatically clean up completed projects.

• Delete Item or Group
Remove tasks once workflows finish.

• Get Board Items
Pull items for syncing or reporting.

• Find Items by Column Value
Search by status, owner, or custom data.

• Find Items by ID
Target a specific Monday item directly.

This isn’t basic automation.

This is full operational control.

Test Action Feature

HighLevel also launched monday.com actions with a built-in Test Action feature.

Before pushing changes live, you can:

• Test the action
• Validate the schema
• Save values
• Reuse schema outputs as custom values in later workflow steps

That means fewer mistakes.

Faster setup.

And reusable automation building blocks.

This is what real monday workflow automation should feel like — controlled, reliable, and scalable.

Here’s the thing—we’re talking about a real upgrade in how things work. It’s not just another task added to your to-do list.

This one is about making your setup more solid. Before native monday workflow automation, agencies often had to lean on third-party tools like Zapier or Make. And honestly, that could lead to delays, limits on how many tasks you could run, extra costs, and sometimes frustrating failures right when you need things to go smoothly.

But now, everything can run straight inside HighLevel. It’s a game-changer because your CRM and Monday can stay in sync almost instantly.

So, when a column updates, your workflow kicks in. If an item shifts groups, automation gets triggered. And when a new task pops up, your CRM updates right away.

That speed isn’t just nice to have—it really makes a difference. Because if automation lags, it’s not really automation anymore. It’s just friction, and that friction can slow down your growth.

Full board control is now all inside HighLevel too. And what I find interesting is that the real strength isn’t only in the triggers, but in the control you have.

You’re not limited to just creating a single item. You can manage your whole board structure from within your workflows. You can automatically build full board setups, update owners and deadlines, change custom column values, archive finished boards, delete old tasks, or even search for items by status or ID.

That means your CRM logic now guides your project management—an actual big shift, especially for agencies.

For example, when a deal moves to “Won,” you can set it up so a fulfillment board is created automatically. When a project reaches “Completed,” you can archive it cleanly. And changing statuses can trigger different communications, all seamlessly.

And the best part? No manual handoffs, no double entries, no extra steps—it’s all smoother.

Plus, there’s the Test Action feature. Before you push things live, you can verify that everything is set up correctly—confirm data mapping, save returned values, and even reuse outputs later in your workflows. This really helps cut down setup mistakes and speeds up getting things running.

It also makes it easier to build templates you can use again across different accounts, which is one way agencies grow faster.

So, with native monday automation inside HighLevel, you’re not just linking two tools—you’re creating a unified system that runs your operations more smoothly.

Alright, let’s be real for a moment.

Most agencies have two separate systems running side by side.
HighLevel takes care of your CRM, marketing, and automation, while Monday handles project management and fulfillment.

And here’s the thing—someone on your team ends up juggling to keep both updated.

For example, if a deal gets marked as “Won,” someone has to create a new board. Or if a task is marked as “Completed,” someone has to go into the CRM and update it. Starting onboarding? That usually means manually assigning tasks.

That’s not really scalable. It’s just a lot of admin work.

That’s where native Monday workflow automation comes in and takes that load off your team.

Say goodbye to Zapier and tool clutter.

The big win here is keeping things simple.

You don’t need Zapier or Make just to keep two platforms talking. You won’t have to worry about hitting task limits or fixing broken automations.

Having fewer tools means you save money each month, reduce failure points, get things moving faster, and keep your system cleaner.

That’s operational leverage — getting more done with less headache.

Now, automating client onboarding from start to finish really moves the needle.

When a deal moves to “Closed Won” in HighLevel, you can automatically create a Monday board, set up groups for different onboarding phases, generate tasks and subtasks, assign team members, and set deadlines.

Fulfillment kicks off immediately.

And when tasks are marked as “Completed,” you can trigger internal notifications, client update emails, invoice requests, or pipeline stage changes.

That’s real Monday workflow automation in action.

Another solid use case is project status updates to clients.

When a Monday item changes to “Completed” or “Waiting on Client,” your workflow can automatically send an email, trigger an SMS, create a CRM note, notify your team on Slack, or move an opportunity to the next stage.

So, your communication automatically stays in sync with progress.

And here’s something often overlooked—internal task sync across different tools.

If your team also uses ClickUp or reporting systems, you can set up triggers to move tasks, keep everything visible across platforms, and make sure item IDs stay aligned.

This gives leadership clear operational visibility.

Plus, when manual updates are removed, mistakes tend to decrease, accountability improves, and your agency runs on solid systems rather than memory.

That’s what true scaling looks like.

With monday automation built right into HighLevel, your CRM becomes the hub for both revenue and fulfillment — making everything work smoother and faster.

Setting up monday workflow automation inside HighLevel is straightforward, but the real power comes from how you structure it. Let’s walk through it step by step so you can implement this cleanly inside your agency systems.

Step 01 – Access the Main Left Hand Menu in GoHighLevel

• The Main Menu on the Left side of your screen has all the main areas that you work in when using GHL

1.1 Click on the Automation Menu Item.

• Access the ‘Automation’ section of GoHighLevel
• You’ll now be in the ‘Automation section of GHL, where you can access the Workflow section from the top menu:

1.2 Click on the ‘Workflow’ menu link.

1.3 Create Workflow

• Create new workflow and start from scratch to test out this update

• Click Add Trigger or Add Action and search for “Monday.” You’ll now see the native Monday.com triggers and actions available inside HighLevel.
  • Decide what should start the automation.
  • If activity inside Monday should trigger something in HighLevel, choose a Monday trigger.
  • If CRM activity should update Monday, choose a Monday action.

2.1 Add Trigger or Action

• Click Apps to find the Monday Trigger or Action

• Note: Connect Your Monday Account
  • If your Monday account is not connected yet, click Connect Now and authenticate using your Monday.com API key.
  • You can also connect anytime by going to: Settings → Integrations → Monday.com

Once connected, your boards and structures will appear inside the workflow configuration panel.

This is where monday workflow automation becomes powerful. Your CRM data can now directly build and update your project management system.

Once you understand the mechanics, the real power of monday workflow automation comes from how you use it inside your agency.

Here’s what smart agencies will do with it.

Automated Client Onboarding Boards

When an opportunity moves to “Closed Won” in HighLevel, your workflow can instantly:

• Create a new Monday board
• Build onboarding groups like Setup, Content, Ads, and Reporting
• Generate predefined tasks
• Assign team members
• Set dynamic due dates

Every client enters the same structured onboarding process.

No one builds boards manually.
No steps get skipped.
No confusion between departments.

That creates consistency across your entire fulfillment team.

Status-Based Communication

When a Monday item changes to “Completed,” “Waiting on Client,” or “Delayed,” your automation can respond immediately.

You can trigger:

• A client progress email
• An SMS update
• An internal notification
• A CRM note
• A pipeline stage update

Now communication matches fulfillment automatically.

Your team doesn’t chase updates.
The system handles it.

Automatic Fulfillment Milestones

You can also structure boards around milestones.

When an entire group is marked complete, your workflow can:

• Archive the board
• Move the opportunity to Retention
• Trigger a testimonial request
• Send an invoice

This turns monday workflow automation into a full lifecycle engine.

It’s no longer just task tracking.
It’s operational progression.

Internal Accountability Automation

When a task changes ownership in Monday, your workflow can:

• Assign a CRM task
• Notify a manager
• Update a custom field
• Log activity in the contact record

Leadership stays informed without micromanaging.

Accountability becomes built into the system.

Here’s the key shift:

Stop thinking of Monday as “project management” and HighLevel as “CRM.”

With native monday workflow automation, they operate as one unified system.

That’s where scale begins.

Here’s the thing: When you set up Monday workflow automation the right way, it’s not just about saving time. It’s really about changing how your agency operates.

One of the biggest perks is faster onboarding. As soon as a deal closes, everything kicks off automatically—boards are created, tasks are assigned, and deadlines are set. That means there’s no lag between closing a sale and starting the work. In my experience, that kind of speed helps build confidence with clients right from the start.

Then there’s the issue of manual errors. When people copy data between systems, mistakes are almost inevitable—wrong dates, missed updates, forgotten assignments. But with Monday automation, data flows smoothly and automatically. Your CRM and boards stay in sync without needing double entry. Usually, fewer manual steps mean fewer mistakes, which is a relief.

Another benefit is reducing operational costs and complexity. When you cut out third-party tools like Zapier or Make, you simplify things and save money. Less tools mean fewer points of failure, fewer subscriptions to keep track of, and less ongoing maintenance. From what I’ve seen, your tech setup becomes leaner, cleaner, and more dependable.

Plus, when task updates trigger CRM actions and notifications automatically, everyone can see progress without constantly asking for status updates. It’s a way to keep accountability high, and it makes leadership’s job a lot easier. Instead of chasing people down, the system handles reminders and follow-ups.

And let’s not forget about client communication. If status changes send out automatic emails, SMS, or notes, your clients stay informed without your team having to chase them for updates. It shifts your approach from reactive to proactive, which really improves client experience.

Finally, here’s the cool part: it’s all scalable. Instead of managing tasks one platform at a time, you’re building systems that can be duplicated across different clients, niches, or teams. That’s how agencies move from being just busy to truly scalable.

Native Monday automation turns HighLevel into your operational hub—not just a marketing tool, but a true command center for running things smoothly.

Most agencies don’t run into issues because they lack tools. The real challenge is that their tools don’t talk to each other very well. For example, sales data might be kept in one system, while fulfillment info lives somewhere else. Communication often happens in a third place, and someone on your team ends up acting as a connector between everything. That’s not really scaling; it’s more like dealing with friction.

What I’ve found is that using the native monday workflow automation inside HighLevel can really help smooth out these gaps. Now, your CRM can automatically build boards, trigger communication, and update statuses that move pipelines along without manual input. It’s about making sure revenue and fulfillment are connected instead of working in silos.

This isn’t just about adding another app or a simple connection. It’s a shift toward more mature, efficient operations. When you set up monday workflow automation properly, it enables you to have predictable onboarding, clear workflows for delivering services, automated client updates, and smoother handoffs from sales to delivery. You also end up with fewer admin hold-ups.

And here’s the thing — when your agency is built on solid systems rather than relying on memory or scattered processes, growth becomes something you can repeat consistently. If you’re working on creating a scalable, white-labeled agency inside HighLevel, then this isn’t just a nice extra. It’s the foundation you need.

These days, HighLevel isn’t just about marketing. With native monday workflow automation, it truly becomes your operational hub.