Create workflows to automate everything in your client portal

This guide explains how to use workflow automations with the Client Portal Builder for monday.com to automate processes involving your client portal and monday.com workspace.

Overview

What workflows are

Workflows on monday.com are an advanced automation system that combines:

• Triggers
• Actions
• IF and ELSE logic

Workflows let you build processes that automate complex sequences. For example sending emails, updating items, or handling client onboarding without manual steps.

Triggers + Actions

Client Portal Builder triggers and actions

Client Portal Builder adds custom workflow triggers and actions that you can use in monday.com workflows.

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 an item
• Client commented on an item

Actions

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

Setup

How to create workflows involving your portal

1. Open the Workflow Builder in monday.com.
2. Start a new workflow.
3. Choose a trigger. This can be a native monday.com trigger or a Client Portal Builder trigger listed above.
4. Add actions:
   • Use Client Portal Builder actions to affect clients or client data
   • Use native actions to update items, send emails, assign tasks, etc.
5. Optional: Add conditional logic with IF and ELSE to refine when actions run.

Example

Conditional automation with IF and ELSE

As an example, you can build a workflow that:

1. Triggers when a client logs in
2. Checks the status of the client’s item on the Clients board
3. If the status is Inactive:
   • Sends an onboarding email
   • Sets the client status to Pending
4. Portal content then shows onboarding steps based on status

This demonstrates how you can combine status logic, client interactions, and portal content in a fully automated workflow sequence.