Use board automations to automate your client portal and monday.com workspace

This guide explains how to use board automations with the Client Portal Builder for monday.com to automate processes in between your monday.com client portal and your internal workspace.

Limited availability

The rollout for this feature may be not complete for all monday.com accounts at the moment. This note will stay present, until further notice given from the monday.com development team.

Overview

What board automations are

Board automations on monday.com are a board related automation system that combines:

  • Triggers with optional simple conditional logic
  • Actions

Board automations let you build processes that automate certain sequences. For example sending automated emails to clients, updating item statuses, or handling client portal onboarding without manual steps.

Triggers + Actions

Client Portal Builder board automation triggers and actions

Client Portal Builder adds custom triggers and actions that you can use in specific monday.com boards. The Action buttons trigger is the only one, that can and must be used on the target board where the feature is used. All others must be added to the Clients Board. This ensures you only have to add them once and let everything run automatically from one place.

Board Triggers

  • When a Credentials login method is created for a client Clients Board
  • When a Google login method is created for a client Clients Board
  • When a client logs into the portal Clients Board
  • When a client comments on an item Clients Board
  • When client portal owner comments on an item Clients Board
  • When action button is clicked

Board Actions

  • Create Credentials login method Clients Board
  • Create Google login method Clients Board
  • Update password of credentials login method Clients Board
  • Enable client Clients Board
  • Disable client Clients Board
  • Assign dedicated board Clients Board
  • Get client related data Clients Board

Important

All triggers and actions must be added directly on the Clients Board. Only Action button triggers are meant to be added on the target board where the feature is used.

Setup

How to create automations involving your portal

Any trigger and action

  1. Open the Clients Board on monday.com.
  2. Click Automate to open your automation center.
  3. Choose a trigger.
  4. Choose one or more actions.
  5. Click Create automation

Action button triggers

  1. Open the target board on monday.com where you use Action buttons.
  2. Click Automate to open your automation center.
  3. Choose the When action button is clicked trigger and fill in the Action ID.
  4. Choose one or more actions.
  5. Click Create automation