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.

Table of contents

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.

This guide is part of a series. You just reached the end part 10, navigate to the next part below.

Discover our tutorials, guides and
new updates for monday.com

  • All
  • Client Portal Builder
  • Board to Website Widget
  • Spreadsheet Gorilla
  • Exported Excel Cleaner
  • Confluence
Spotlight

Turn Confluence into a Blog with dedicated Blog Themes for Scroll Sites

Are you looking for a way to turn your Confluence space into a blog? In this post, we'll explore how to create and publish knowledge, product and classic blogs right from Confluence with Scroll Sites.

Guide

Set up and use Google Auth in Client Portal Builder for monday.com

Want to allow your clients to sign in to your client portal with Google Authentication? This guide covers everything you need to know about how to set up and use Google Auth with your client portal.

monday.com

What’s new on monday.com? Feature update in September 2025

If you're using monday.com, you’ll want to know about the recent enhancements rolling out this fall. From smarter AI suggestions to new service capabilities, here’s what’s new in September 2025.

Guide

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.

monday.com

What’s new on monday.com? Feature update in August 2025

Here’s what monday.com introduced in August 2025. These updates focus on smoother navigation, deeper AI integration, and smarter CRM task sequencing. Read the breakdown of what’s new.

Guide

Let your clients edit specific board items right in their client portal

Want to let your clients easily edit specific board items in their client portal? This guide covers everything you need to know about how to enable and make item editing a breeze for your clients.

monday.com

What’s new on monday.com? Feature update in July 2025

Here’s what monday.com introduced in July 2025. This month’s enhancements center on AI evolution, platform consistency, and deeper integrations. Below is a breakdown of all new updates.

Gorilla Apps

Semiannual feature recap from Gorilla Apps in June 2025

Client Portal Builder added conditional pages and sections, item commenting with automations, new Google login options, and a refreshed UI with draft management and performance boosts.

monday.com

What’s new on monday.com? Feature update in June 2025

Here’s what monday.com rolled out in June 2025. This month’s updates focus on faster form creation, easier reporting, and stronger control for enterprise teams. Read more about the new features from June.

Guide

Chat and share files with clients on board items in your Client Portal

Want to easily chat and share files with clients in your client portal? This guide covers everything you need to know about how to configure and make use of item comments in your client portal.

monday.com

What’s new on monday.com? Feature update in May 2025

Here’s what monday.com rolled out in May 2025. This month’s enhancements center on clearer hierarchy, smoother scheduling, better integration between docs and boards, and stronger consistency control.

Guide

Show content sections and pages conditionally in your client portal

Want to display portal content and pages conditionally and only to specific clients in your client portal? This guide covers everything you need to know about managing conditions.

monday.com

What’s new on monday.com? Feature update in April 2025

Here’s what monday.com rolled out in April 2025. This month’s changes focus on personalization, smarter canvas tools, workflow enhancements, and a much deeper AI flexibility.

Guide

Let your clients trigger monday.com automations from your client portal

Want to let your clients trigger predefined monday.com automations on board items in your client portal? This guide covers everything you need to know about managing action buttons.

monday.com

What’s new on monday.com? Feature update in March 2025

Here’s what’s new on monday.com in March 2025. This month’s updates bring deeper form flexibility, more control over item identifiers, personalization in board views, and visibility into API usage.

Guide

Format text sections with Markdown in the Client Portal Builder

Want to format text in your client portal on monday.com to your needs? This guide covers everything you need to know about how to make use of the Markdown syntax to shape your text.

monday.com

What’s new on monday.com? Feature update in February 2025

Here’s what’s new on monday.com in February 2025. This month focuses on navigation clarity, personalization in the app marketplace, more powerful workflow logic, and smarter AI behavior.

Guide

Embed monday.com WorkForms into the Client Portal Builder

Want to embed monday.com WorkForms in your client portal on monday.com? This guide covers everything you need to know about how to embed and display WorkForms in your client portal.

monday.com

What’s new on monday.com? Feature update in January 2025

Here’s what’s new on monday.com in January 2025. This month’s updates hone usability, security, and AI ties. Especially in WorkForms, canvas views, column logic, and permissions.

Gorilla Apps

Semiannual feature recap from Gorilla Apps in December 2024

Client Portal Builder gained custom domains, multi-region hosting, subitem support and markdown callouts. Spreadsheet Gorilla introduced group filters and quick actions.

Guide

Connect a custom domain to your Client Portal on monday.com

Want to connect your company domain to your client portal built on monday.com? This guide covers everything you need to know about how to configure and connect a domain to your portal.

Guide

Display monday.com board items in your Client Portal to your clients

Want to give access and display select monday.com board items to your clients in your client portal? This guide covers everything you need to know about how to create and manage board sources.

monday.com

What’s new on monday.com? Feature update in October 2024

Here’s what’s new on monday.com in October 2024. This month’s releases bring more flexible views, smarter AI data extraction, upgraded workflow depth, and refined notification settings.

Guide

How do I create digital product catalogs from monday.com board items?

Are you looking for a way to create a digital product catalog from a monday.com board? In this guide, we'll explore how to create a product catalog that can be seamlessly embedded into a website.

monday.com

What’s new on monday.com? Feature update in August 2024

Here’s a look at the features monday.com released in August 2024. This month’s updates improve date logic, form flexibility, invitation workflows, and integration permissions.

Gorilla Apps

Semiannual feature recap from Gorilla Apps in June 2024

We introduced Dynamic Boards, easier automation setup, and faster board appending in Spreadsheet Gorilla, while laying the groundwork for our next monay.com app: Client Portal Builder.

Spotlight

How do I make use of Spreadsheet Gorilla for monday.com?

Spreadsheet Gorilla is a powerful tool for everything spreadsheets on monday.com and beyond. In this guide we will explore all the apps' features like exporting to Excel, and how you can utilize them.

Guide

How do I remove the monday.com branding from Excel exports?

Are you looking for a solution to clean up Excel exports from monday.com? In this guide, we'll discover all options on how to remove the monday.com logo and the default formatting from Excel files.

Guide

What is monday.com and why is it so popular across many industries?

Are you looking for a comprehensive guide of why you should use monday.com for your business? In this guide we will quickly spotlight the key features of monday.com and why it's the most flexible business tool.

Guide

How do I use formulas across monday.com boards to update board columns?

Are you looking for a way to perform cross-board calculations on monday.com to update board columns? In this guide, we'll explore how to build advanced formulas and cast their results to board items.

Interested in a product demo?

Let's learn about your requirements, answer questions, and
review ways how we can help you and your organization with
our monday.com apps and solutions.