Create workflows to automate everything in your client portal

Want to automate everything in your monday.com client portal? This guide covers everything you need to know about how to create automation workflows with the Client Portal Builder.

Use the navigation below to quickly jump to your desired section and learn more about each topic.

Workflows on monday.com

What are monday.com workflows and how to use workflow automations on monday.com

Before we hop into how to apply workflow automations in your monday.com client portal, let's quickly have a look what the monday.com workflow builder and workflow automations are. Workflows on monday.com are the advanced successor of classic automations, which let you build way more complex processes, but in a clean, simple and visual way. At its core you combine triggers and actions along with optional IF and ELSE conditions. Watch the video down below to get a complete overview or learn more about active monday.com workflows.

Custom Triggers + Actions

Which triggers and actions are shipped with Client Portal Builder for monday.com

Now that we know more about the monday.com workflow builder and its capabilities, let's have a look on how to adapt the workflow feature for your monday.com client portal. With Client Portal Builder for monday.com, you get access to 11 client portal specific triggers and actions (as of September 2025). These can be combined with any triggers and actions provided by monday.com itself.

Triggers

When a credentials login method was created
When a Google login method was created
When a client logged into the portal
Client Portal owner commented on item
Client commented on item

Actions

Create credentials login method
Create Google login method
Enable client
Disable client
Set client board
Get client data

Workflows in Client Portals

How to create powerful workflows and automate your monday.com client portal

Workflows combined with monday.com client portals are a powerful duo which lets you automate everything in between your monday.com workspace and your client portal. Watch the video tutorial below, to get an idea of how to make use of it with a couple of example scenarios. For sure, since the workflow builder is super flexible, the given examples only represent a small spectrum of what is actual possible.

Conditional Example

How a workflow with IF and ELSE conditions can look by combining native and custom blocks

The example workflow below shows a little more complex scenario. Where the status of a client is checked after they signed in to their client portal. In case the client is Inactive, send an onboarding email to the client and set their status to Pending afterwards. In the app itself, you can now display specific pages and content sections conditionally to the client, based on that Pending status in the clients board. For example, you can request certain information the client has to provide in this first onboarding step. The next time the client signs in, their status will be set to Active, and e.g. a project manager will be assigned to the client.