HighLevel and Monday.com automations

Ready-made scenarios where HighLevel and Monday.com work for you: pick one — a copy appears in your account and runs on its own.

72 scenarios

New HighLevel land in Monday.com by themselves
Tasks from one Monday.com land on the other board
Items from HighLevel become tasks in your other HighLevel
Contacts from HighLevel into Monday.com audiences
New HighLevel contacts — into Monday.com audiences
Move tasks from HighLevel to Monday.com
Data shaped to the table format — prepared automatically before writing
CRM deals into a sheet — a pipeline snapshot
Lead scoring and routing: hot leads straight to sales
Win back abandoned Shopify carts by email and in CRM
Form feedback turned into tasks across your trackers
Tickets prioritized by importance, tasks created for you
Contacts tagged by role and seniority — automatically
An idea from your notes into a ready plan to approve
Leads from a post's likes and comments — straight to your CRM
Data-load failure monitoring with tasks and alerts
Feedback sorted by sentiment — and every complaint becomes a ticket
Stuck tickets, followed up automatically
Resumes from a folder into a candidate card and a hiring task
Team-capacity tracking with over-allocation alerts
High-value lead alerts — to chat, sheet and calendar
Urgent emails from key clients, turned straight into tasks
Topic legislation tracker with tasks
Task sync between two systems — no duplicates
Scoring and routing leads from form submissions
New-issue triage: task, notification, reply to the author, and a logged row
Client renewal reminders — ahead of time
Capture and route leads from every channel
Meeting attendance: a log, the late list and a summary in your chat
Collect client reviews and summarize them to chat automatically
Failed-login detection with tickets and alerts
Jira epic health tracking with risk alerts
Score event RSVPs and route them to sales
Cross-tool task dependencies, reconciled every night
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A sales leaderboard with a personal word to the team — automatically
Shipping quotes delivered right in the customer chat
CRM deals synced to a sheet, with a daily email summary
Automatic follow-ups for prospects who went quiet
Turn security-scanner findings into tasks — no duplicates
Incident response — ticket, alert, and report in seconds
Campaign and deal analytics — in one table
Re-engaging quiet clients — weekly, without manual tracking
Content ideas from your audience's real pain points
Release notes from closed tasks — published everywhere at once
Invoices from email into accounting, with approval
Route change requests by the rules — no manual triage
IT support in chat — answers from the base and tickets on their own
A morning traffic summary for your site — in plain words
Change request routing: tickets, audit trail and notifications
Reorder recommendations from your stock table — automatically
A daily goals report: what's on plan and what's behind
Tell customers their bug is fixed — the moment the issue closes
Automatic scenario check with an error report
Customer feedback sorted into themes, tasks and a weekly report
A satisfaction survey after every deal, with replies sorted
Incoming lead sorting and routing — automatically
A full new-client welcome after the form
Auto-booking demos for high-intent leads
A pre-meeting brief: last notes, open tickets, recent changes
Lead verification, enrichment and sorting — automatically
Feedback from every channel into a prioritized queue
Personal emails to new contacts — built from their own socials
Open-house lead follow-up — a week-long touchpoint sequence on autopilot
Tester feedback triage: tickets, knowledge base and a reply to the author
Action-emails — straight onto your to-do list
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot
An AI assistant over your CRM in any messenger
Two-way task sync between your knowledge base and Todoist
BANT call qualification and CRM handling — on autopilot