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Connect your Monday.com account to Cometly to automatically track key board activity as events. With just a few clicks, you can configure Cometly to trigger events like Lead, Deal, or any other custom event based on actions in your Monday.com boards.
Here’s what you can do:
Select a specific board such as Leads, Deals, or Quotes & Invoices.
Choose a trigger type:
New Item in Board — Triggers an event when a new item is created.
New Update in Board — Triggers an event when a new update is posted.
Specific Column Value Changed in Board — Triggers an event when a column (like status or stage) changes.
Once set up, Cometly will listen for the selected trigger and automatically send the corresponding event into your reports.
Step 1: Install Cometly Pixel
Install the Cometly Pixel on every page of your website the <head> tags. Ensure the Cometly Pixel is installed on the thank you page.
Step 2: Create Event
In your Cometly account, navigate to the Events Manager page and click Create Event.
Follow the steps below to create your event for Monday.com:
Select Monday as the App/Integration
Choose your event name
You can choose a default event or create a new event.
Click Create
Step 3: Configure Event & HubSpot Integration
Click Configure to begin setting up the Monday.com integration.
You can automatically send your selected event from Monday.com to Cometly using a connected account, a board, and a trigger.
Follow the steps below to complete the setup:
The app field will be pre-selected as Monday.com.
Choose an Account
Click on the Select an account dropdown.
Select the Monday.com account you want to connect.
If this is your first time connecting Monday.com to Cometly, click + Connect new account to authorize access.
Select a Board
Next, choose the Monday.com board you want Cometly to listen to.
You can select any board from your connected account, such as Leads, Deals, or Contacts, depending on where the activity you want to track occurs.
Choose a Trigger
Now, decide when Cometly should receive the event based on activity in the board. The available trigger options are:
New Item in Board – Triggers when a new item is added to the selected board.
New Update in Board – Triggers when a new update is posted on an item.
Specific Column Value Changed in Board – Triggers when a specific column (e.g., Status or Stage) is updated.
🔄 How to Retrieve Data for a Specific Event Type (Monday)
You can return later to map your event once data has been sent from Monday.com. Just click Save & Return When Data is Ready to proceed at any time.
To properly test and complete the setup for your selected Monday.com trigger, follow the steps below based on the trigger type:
New Item in Board Trigger
This trigger activates when a new item is created in the selected Monday.com board.
Create a Test Item in the Selected Board
Go to the connected board in your Monday.com account (e.g. “Leads”) and manually add a new item.Click “Check for Data”
This will pull in the most recent item from the board.
⚠️ No data appearing? Make sure your test item was created on the correct board and try again.
Select Your Event Record
Choose the item that matches your test.Click “Continue With Selected Record”
Use the selected item to complete your integration setup.
Specific Column Value Changed Trigger
This trigger activates when a specific column (e.g. Status or Stage) is updated in the selected board.
Update a Column Value on Any Item in the Board
In your Monday.com board, change the value in the column you're tracking (e.g. change “Status” from “New” to “Qualified”).Click “Check for Data”
Cometly will fetch the latest column change events.
⚠️ Didn’t work? Make sure you changed the exact column selected during setup and try again.
Select Your Event Record
Choose the item that reflects the recent column change.Click “Continue With Selected Record”
Proceed using the selected item to finalize your event setup.
New Update in Board Trigger
This trigger activates when a new update is posted on an item in the board.
Post a Test Update on Any Item
Open any item on your chosen board and post an update in the activity section.Click “Check for Data”
Cometly will fetch the most recent updates posted.Select Your Event Record
Choose the update you just created.Click “Continue With Selected Record”
Finalize setup using the selected update event.
Tip: You can always click Save & Return When Data is Ready if no data is available yet. This allows you to return later and complete the setup after live activity occurs in your Monday.com board.
Step 4: Configure Mapping
Easily map your app’s data fields to Cometly fields. This step ensures that the event data you send, such as email addresses, event times, or other custom data, aligns with Cometly’s reporting system.
Email and Event Time are required fields.
Mapping Fields
Email - Choose the email address field from your selected record.
Choose the corresponding field from your app’s data (e.g.,
email@example.com).
Event Time - Choose the dynamic option for the event time 'The time we receive the event.' By default, 'Event Time: The time we receive the event' will be selected.
Click + Add Field to map more fields:
First Name
Last Name
Phone Number
Amount
etc.
After you have mapped data to Cometly fields, click Continue to proceed to the next step.
Step 5: Configure Filters & Activating Event
Filters let you control when an item in Monday.com should trigger an event in Cometly. This step is optional, but highly recommended—especially when you're using column-based triggers and only want to send the event under specific conditions.
🛠 Common Use Cases for Filtering in Monday:
Only trigger the event when the Status column equals "Qualified"
Send the event only when a custom column like Lead Score is greater than 70
Prevent events from triggering if an item hasn’t reached a certain stage or condition
Tip: If you're using the Specific Column Value Changed trigger, filters are the best way to ensure you're only sending events to Cometly when the column updates to a meaningful value (like "Demo Booked" or "Opportunity").
To add filters:
Click “Add Another Filter”
Select the field you want to filter by (e.g.
status,deal stage,contact owner, etc.)Choose your condition (e.g.
equals,contains,starts with)Enter the value you want to match (e.g.
MQL,SQL, etc.)
🧪 Test Result:
If your test data matches the filter, you'll see a ✅ green success message like:
Status (text) equals Qualified Lead – PASSIf the data doesn’t pass, you’ll see a message letting you know the webhook would not have continued.
After you have your filters configured properly, click Save, and then click Activate to activate your event.