Automate Monday.com
Integration & Workflows
Automate Monday.com integration with CRM, accounting, and external systems. Sync data automatically, eliminate manual board updates, and build workflows that span your entire business.
The Power of Integration
Real results from businesses that automated their Monday.com workflows
Data flows automatically from source systems
Monday boards reflect reality, not yesterday
Per team with automated workflows
Every step tracked without extra effort
The Manual Integration Challenge
Common problems businesses face without automated Monday.com integration
Manual Board Updates
Your team spends hours updating Monday boards with data that already exists in CRM, ERP, or other systems. Double entry wastes time.
Data Gets Stale
By the time someone updates the board, the information is already outdated. Decisions are based on yesterday's reality.
Forms Create Work
Monday forms collect data, but someone still has to process it—route to the right board, notify people, create follow-up tasks.
No Connection to Finance
Project tracking in Monday doesn't connect to actual costs in QuickBooks or NetSuite. Profitability is a mystery until month-end.
Approval Bottlenecks
Approvals require chasing people through email. Monday shows something needs approval, but doesn't handle the workflow.
Report Generation
Monday dashboards are helpful, but stakeholders want data in different formats—Excel reports, PDF summaries, PowerPoint slides.
What We Connect Monday.com With
Seamlessly integrate Monday.com with your existing business systems
CRM Systems
Salesforce, HubSpot, Pipedrive—sync deals and customers to Monday boards automatically.
Accounting Software
QuickBooks, Xero, NetSuite—sync project costs, invoices, and financial data.
Email & Forms
Create items from emails, web forms, or Typeform submissions with automatic routing.
File Storage
Google Drive, Dropbox, SharePoint—auto-attach files and sync document status.
Communication
Slack, Teams, email—notifications and updates based on board changes.
Reporting
Power BI, Excel, Google Sheets—automated report generation from Monday data.
Integration Capabilities
Everything we can automate with Monday.com integration
CRM-to-Board Sync
When deals close in Salesforce or HubSpot, project items create automatically in Monday with customer details, scope, and timeline.
- Auto project creation
- Customer data sync
- Deal value tracking
- Bi-directional updates
Financial Integration
Sync actual costs from QuickBooks or NetSuite to project boards. See budget vs. actual in real-time.
- Real-time cost tracking
- Invoice status sync
- Profitability visibility
- Budget alerts
Form Processing Automation
Monday forms and external submissions automatically route to correct boards, assign owners, and trigger workflows.
- Auto-routing logic
- Owner assignment
- Notification triggers
- Follow-up task creation
Approval Workflows
Multi-step approval processes with escalation, reminders, and audit trails—all automated.
- Sequential approvals
- Escalation rules
- Deadline reminders
- Audit logging
Automated Reporting
Generate and distribute reports from Monday data—Excel summaries, PDF snapshots, PowerPoint decks—on schedule.
- Scheduled generation
- Multi-format output
- Auto-distribution
- Custom templates
Cross-Board Orchestration
Complex workflows that span multiple boards, teams, and systems—with items that mirror and update across locations.
- Multi-board workflows
- Mirror column sync
- Cross-team visibility
- Dependency tracking
Success Stories
Real businesses that automated their Monday.com integrations
Marketing Agency - Client Onboarding Automation
A marketing agency used Monday for project management but spent hours manually creating projects when deals closed in HubSpot. We built auto-sync that creates project boards from HubSpot deals with scope, timeline, and client details pre-filled. Project kickoff happens same-day instead of next-week.
Same-day kickoff
3 hours/week saved
Zero manual entry
HubSpot-Monday sync
Construction Company - Job Costing Integration
A construction company tracked projects in Monday but had no visibility into actual costs until QuickBooks month-end close. We synced job costs from QuickBooks to Monday boards in real-time. PMs now see budget vs. actual during projects, not after.
Real-time cost visibility
Proactive budget alerts
PM decision support
Finance-ops alignment
What our clients say
Chuck Baresich
President
Haggerty AgRobotics Company
Had the team prepare a system for us to automate the re-branding of our digital invoicing and statements. The system has been working flawlessly for over a year. Simple to administer and the team are easy to get in contact with make adjustments or update our requirements.
Marilee A Nowgesic
CEO
Canadian Indigenous Nurses Association
The team is friendly, reliable and extremely patient to ensuring our concerns are addressed and understood. They have enabled an open table to allow for their clients to receive timely (...really feels like 24/7 platforms...) and concise information on the latest trends in IT, data collection and many other relevant issues. DigitalStaff has also provided an environment that allows for multiple levels and skills of their clients - so you never have to feel like you're not contributing. Their ability to translate your project needs provides an impressive output/deliverable to suit the needs of our projects.
Kevin Potts
President
Norseman Construction
Oscar and his team are amazing, they are always there when we need them. The automation process has been truly amazing, and we have found alot more time and productivity in our day to day processes.
Kyle Watters
Owner
Elmira Stove Works
We have been using Digital Staff for almost 10 years now, they look after all of our network and computer IT needs. They are friendly and great people to work with, knowing they are only a phone call away is piece of mind in our business. I would highly recommend this company for all your IT needs and if you are looking to save time, money and improve efficiency.
Gerda Zonruiter
Senior Research and Evaluation Consultant
Centre for Organizational Effectiveness
Oscar has helped me problem solve and find solutions for specific tasks saving me a lot of time. He provided me with the instruction I needed to implement the solutions on my own. He was responsive and easy to work with.
Paul B Bélanger
Trademark Attorney
The Law Office of Paul B. Bélanger
I am familiar with the highly professional services of DigitalStaff. I resorted to the business services of DigitalStaff on numerous occasions, knowing they pay attention to provide high quality services at reasonable price. I recommend DigitalStaff in confidence knowing their specialized services will provide satisfaction to any client, small or large.
Jill Osborne
National Executive Director
Kids Kicking Cancer Canada
The DigitalStaff team helped create effective and affordable solutions for our small shop. They quickly gained an understanding of our needs and have helped us trouble-shoot along the way.
Michael Mandich
Customer
It was wonderful service. I found Oscar to be honest and thoughtful. He was always available to do even the smallest tasks. He tried to teach me many things on the computer and was patient even though I find it very difficult. I recommended him to friends and they had high praise for his abilities. It is easy to give him 5 stars ⭐️
Ali Tavakoli
AI, RPA, and Automation Developer
DigitalStaff
DigitalStaff is a great company for doing Robotic Process Automation, the owner is very friendly and can take care of any issues that come up very quickly. Highly recommend DigitalStaff for RPA workload or any other type of software development where you need to automate tasks.
Ilze Van der Merwe
National Expansion Manager
Kids Kicking Cancer Canada
Our Organization can highly recomend DigitalStaff. They have helped us automate many of our work processes which saves us time and makes us efficient. We are a small organization with few hands, and having DigitalStaff assist us in our IT and backend processes makes our work lighter which opens up our time to get to things that really matter, which is making a difference in Children's lives.
Dr. Joan Clayton
Psychologist
Dr. Reist & Associates
Excellent and prompt service, highly skilled, personable and always eager to help and resolve issues - ABSOLUTELY THE BEST
Joe Orendorff
Owner
Elmira Stove Works
Great Service!
Frequently Asked Questions
Everything you need to know about Monday.com integration
Can you sync Salesforce deals to Monday boards automatically?
Yes. When a deal reaches a specific stage (Closed Won, Contract Signed, etc.), we auto-create a project item in Monday with customer details, deal value, and scope pulled from Salesforce. Updates flow both directions—project status in Monday can update opportunity fields in Salesforce.
How do you connect Monday to QuickBooks?
We build integrations that sync project costs from QuickBooks to Monday boards. When invoices are created or expenses logged in QuickBooks, Monday project items update with actual costs. You see budget vs. actual in real-time instead of waiting for month-end reports.
Can you automate form submissions beyond what Monday offers?
Yes. We build workflows that process form submissions with complex logic—routing based on answers, assigning owners based on workload or territory, creating items in multiple boards, triggering external notifications, and scheduling follow-up tasks. More than Monday's built-in automations allow.
What about approval workflows with multiple steps?
We build multi-step approval processes where items route through sequential approvers, with escalation if someone doesn't respond, deadline reminders, and full audit trails. More sophisticated than Monday's native approval column.
Can Monday data feed into Power BI or Excel reports?
Yes. We sync Monday data to Power BI, Tableau, or Excel on schedule. You can build dashboards that combine Monday project data with financial data, CRM data, or other sources. Reports generate and distribute automatically.
Do you work with Monday.com CRM or just Work OS?
Both. We integrate with Monday's CRM boards, Work OS project boards, and the connections between them. Whether you're using Monday for sales tracking, project management, or both, we can automate the workflows.
Ready to Automate Monday.com?
Get a free assessment showing how we'll connect Monday to your CRM, accounting system, and other tools for real-time data sync.
✓ No credit card required • ✓ Free consultation • ✓ Custom integration roadmap