Connect Monday to SmartChat.
Connect Monday in the AI Chat. When a status changes to Ready for pickup, your contact gets a WhatsApp.
Three status changes, three messages.
Every change in your board can trigger its own WhatsApp. Here you can see how a car rental business uses it.
👋 Hi Gerda,🚐 the minibus you booked is ready for pickup now – the status just changed to Done.🕘 You'll pick it up tomorrow 9:00 am at the counter, where a staff member will be waiting with all the papers.🪪 Please bring your driver's license and an ID – without both, we're not allowed to hand over the key.⛽ The tank is busy; please return the vehicle full as well, otherwise we'll charge a flat fee.🧳 The rear seats fold down, so there's room for even bulky luggage in.🔔 You can tell us about changes here in the chat at any time.16:05View locationReady for pickup
The status changes, and the contact knows.
👋 Hi Walter,⏰ tomorrow your rental period ends at 5:00 pm, and your camper needs to be back in our yard by then.⛽ Please take it to a gas stationfirst – a full tank saves you a flat fee at return.🧼 Empty the chemical toilet and clear out the fridge completely; we'll take care of the rest for you.🔑 Outside opening hours, drop the key in the mailbox at the gate – it's lit.📸 To be safe, take a photo of the odometerso we can settle the mileage without any argument.🔔 If you need more time, please reply here in the chat by this evening and we'll gladly extend your booking by a day.18:30View returnReturn tomorrow
The automation sends a reminder one day before the rental ends.
👋 Hi Maria,📆 for your rental car on Friday we're still missing an additional driver – the entry in our board is open.👥 Please send us the Name and date of birth of the second person – that's all we need.🪪 They should bring their driver's license to pickup; we'll check it together with your ID on site.💶 An extra driver costs no fee for trips within the region.🧒 If you like, we'll reserve child seats for you too – just tell us the size.🔔 Reply with the details right here in the chat and we'll add them to the booking immediately.09:45View bookingDetails missing
If something is still missing in the item, SmartChat asks for it.
How the status from Monday gets into WhatsApp.
Monday reports the change directly or through a tool like Make, Zapier or n8n to the secret webhook address of your automation.
Status changes
Someone on your team sets the item to a new status.
MondayReport goes out
The item's details reach your webhook address.
webhookFilter checks
The automation only continues if the status matches your rule.
Only if status equalsWhatsApp goes out
SmartChat finds the contact by mobile number and sends the template.
Contact
From the sign-in window to the first message.
All you need is the AI Chat. The automation and your board handle the rest.
- 1
You connect Monday
Write in the AI Chatthat you want to connect Monday. The Monday sign-in window opens, you choose your account and allow access.
Please connect my Monday account with SmartChat. - 2
You set the rule
You name the status and the message.
As soon as an item is set to Ready for pickup, notify the contact in WhatsApp with pickup times. - 3
You see the result
SmartChat AI shows you the automation before it starts. This is how your contact reads the message.
👋 Hi Josef,🧩 your order has arrived at the shop – the wooden puzzle is already waiting for you at the checkout.🎁 If you like, we'll wrap it for free in gift paper with a bow – just tell us when you pick it up.🕑 You can pick it up Monday to Saturday during normal opening hours, here in our shop.🅿️ The parking spaces behind the building are reserved for customers and two hours free.🧾 Please bring your order number – it's in the confirmation further up in the chat.🔔 If you're coming later, we'll hold the item for you until the weekend, without you having to do anything.12:10View shop
SmartChat can do this in Monday itself.
Besides sending the WhatsApp, an automation can also work in your board.
- Create an item in the group New for every new sign-up.
Create item
A new order or sign-up becomes an item with all the details.
- Create an item with name and preferred date from the contact's message.
Create item from text
One sentence is enough to describe an item.
- Set the status to Confirmed as soon as the contact has confirmed the appointment.
Change status
When the contact replies, the item changes its state.
- Write the contact's reply as an update on the item.
Write update
A note on the item records what the contact replied.
- Find the item with the order number and move it to the group Picked up.
Find and move item
The automation finds the right item and puts it in another group.
- Notify my colleague Ms Wolf in Monday when someone replies No.
Notify the team
A notification in Monday reaches the person in charge.
Your contact reads it on the lock screen.
Right when it changes
The message goes out when your status changes.
Approved template
Outside the inbox, SmartChat only sends templates that Meta has reviewed and approved.
Replies in the inbox
When the contact replies, you read it in the inbox.
Announcing pickups, without and with SmartChat.
Without a connection
- Someone calls about every pickup .
- The contact arrives too early or not at all.
- The board is up to date, the information isn't.
- Phone calls fill the whole day.
With Monday in SmartChat
- The status triggers the message automatically
- The contact reads times and place in WhatsApp.
- Replies land in the inbox and on the item.
- Your board stays the single source.
Monday is connected in three steps.
That's all it takes before the first automation runs.
You write it in the AI Chat
You tell SmartChat AI that Monday should be added.
AI ChatYou sign in to Monday
In the sign-in window, you allow access.
MondayThe automation is ready
You check it and switch it on.
Done
Frequently asked questions about Monday and SmartChat.
How do I connect Monday with SmartChat?
Write in the AI Chatthat you want to connect Monday. SmartChat AI shows you a card with the button to connect. Then the Monday sign-in window opens, you choose your account and allow access.
How does a status change trigger a WhatsApp?
Monday reports the change directly or through a tool like Make, Zapier or n8n to the secret webhook address of your automation. A filter only lets through the items whose status matches your rule.
How does SmartChat know the mobile number?
From the details Monday sends along. SmartChat uses them to find the contact. If there's no number in the event, SmartChat can't send a WhatsApp and skips the step.
What can SmartChat do in Monday?
An automation can create items, even from a written sentence, change column values like the status, write updates, search items by column values and move them to another group. It can also send a notification to a user in Monday.
Can I change the status with a WhatsApp reply?
Yes, as a step in your automation: when the contact replies, it can update the item. You describe it to SmartChat AI in plain sentences.
What if Monday only sends IDs instead of values?
Some events only contain IDs. In that case a tool like Make, Zapier or n8n fetches the values before they reach SmartChat.
Can I use details from the item in the message?
Yes. Details from the event are available in the message, for example the name or pickup time.
Does SmartChat see my Monday password?
No. You only enter your password in the Monday sign-in window.
How many automations can I use?
An automation with Monday counts as an extra one. Free and Starter only have the fixed automation for new contacts. Basic has 3 automations, one of them fixed, and Pro has unlimited.
What does it all cost?
Free costs €0, Starter €299, Basic €499 and Pro €999 per month, plus VAT. Sending and every automation run cost no credits. Meta charges its own fees; you can find the prices here.
Does every message need approval from Meta?
SmartChat sends messages outside the inbox as a template that Meta has reviewed and approved. SmartChat AI writes them and submits them.
Can a contact stop the messages?
Yes, with STOP. They're unsubscribed right away and get nothing more after that, not even a pickup notice.
Connect your board. In 60 seconds your system is ready.
Enter your website, and SmartChat AI builds the landing page, confirmation message and thank-you message. Then you connect Monday in the AI Chat.