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A customer success tool that integrates effortlessly with monday.com

Connect monday.com with Velaris to unify task management and customer success workflows — track item updates, create tasks, and sync progress automatically across teams.

Automate workflows with monday.com Triggers in Velaris

New Item in Board

Fires when a new item is created on a monday.com board, letting Velaris launch onboarding or follow-up workflows instantly.

Specific Column Value Updated in Board

Triggers when a specified column value changes on a board item, enabling Velaris to respond to key data updates in real time.

Drive results with monday.com Actions in Velaris

Create Column

Lets Velaris add a new column to a board, so teams can track new data points without manual setup.

Create Item

Allows Velaris to create new items on a board, ensuring customer tasks and milestones are logged automatically.

Get Board Values

Fetches all items from a board, giving Velaris up-to-date task data for reporting or workflow logic.

Update Column Values of Specific Item

Updates multiple columns of an item at once, letting Velaris push new data directly into monday.com.

Upload File to Column

Uploads files to a specific column, enabling Velaris to attach relevant documents to customer tasks.

Create Group

Creates a new group within a board, allowing Velaris to organize items for different customer segments or projects.

Create Update

Adds an update to an item, helping Velaris log communications or progress notes automatically.

Get an Item’s Column Values

Retrieves all column values from an item, giving Velaris the context needed to trigger workflows.

Update Item Name

Renames an item directly from Velaris workflows, keeping labels consistent across systems.

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