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monday.com Integration

monday.com is a CRM platform that enables teams to manage their business processes, projects, and tasks through a single platform. Thanks to its flexible structure, it easily adapts to different workflows. With the monday.com – Netgsm integration, Netgsm's SMS service works together with monday.com's project management infrastructure. This allows automatic SMS messages to be sent based on task and project updates on the platform, tied to specific conditions. This no-code integration speeds up internal team communication, reduces manual workload, and enables more efficient management of notification processes.

What Can Be Done with the monday.com – Netgsm Integration?

With the monday.com – Netgsm integration, you can automate a variety of communication workflows, including:

  • When a Task is created, its status changes, or a specific date arrives, an automatic SMS can be sent to the relevant people.
  • Project updates can be instantly relayed to team members or customers via SMS.
  • By creating an automation, an SMS can be sent when a specific event is triggered (assignment, completion, comment, etc.).
  • One-time notifications can be sent quickly by manually sending an SMS from within a task.

monday.com – Netgsm Integration Setup Steps

1. Creating a monday.com Membership

  • Sign up on the monday.com platform. After registration, log in to your account.

2. Installing the Netgsm SMS App

  • Go to the App Marketplace section in the monday.com interface.
  • Type "Netgsm SMS" into the search bar.
  • Select Netgsm SMS to complete the installation.

3. Authorization Process

  • After installation is complete, go to the Settings section.
  • Click the "Authorize with Monday" button.
  • On the screen that opens, click the Authorize button to confirm the connection with your monday.com account.

4. Connecting Your Netgsm Account

  • After the authorization process, click the "Connect Netgsm Account" button.
  • On the screen that opens, enter your Netgsm account username and password.
  • After logging in, your account will be successfully connected.

5. SMS Sender and Language Settings

  • After the account connection is complete, select the SMS sender and language.
  • After making your selection, click the "Use Application" button.

Sending SMS With Automation

You can easily send SMS messages by creating automations in monday.com.

  1. Go to the relevant section and click the "Create Automation" button.
  2. On the screen that opens, select the condition (trigger) you want. For example: "When a task's status changes," "When a new item is created," "When a button is clicked."
  3. In the action step, select the "Netgsm Send SMS via Automate" option.
  4. Fill in the recipient phone number and message content fields.
  5. Save the automation. When the condition you specified is triggered, the SMS will be sent automatically.

Sending SMS Directly from a Task

Instead of setting up an automation, it is also possible to send an instant SMS from a specific task.

  1. Enter the task from which you want to send an SMS.
  2. Click the "+" icon inside the task.
  3. Type "Netgsm" into the search field that opens and click the "Add to Item" button.
  4. On the SMS screen, enter the recipient number and message content to complete the sending.

Conclusion

The monday.com – Netgsm integration allows businesses to enhance their project and task management workflows with automated SMS communication. By connecting monday.com events and updates with Netgsm’s SMS services, teams can keep employees, customers, and other stakeholders informed without relying on manual follow-ups. This no-code integration provides a practical solution for businesses that want to improve operational efficiency, accelerate communication, and create more reliable notification workflows.

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