Who is this workflow for? Streamline your workflow by automatically generating new tasks in Monday.com whenever a contact is added to Mautic. This integration ensures that your team stays updated with the latest contact information without manual intervention..

What does this workflow do?

  • Trigger on New Mautic Contact: The workflow begins by monitoring Mautic for any newly created contacts.
  • Extract Contact Details: Once a new contact is detected, the workflow retrieves essential information such as the contact’s first name, last name, and email address.
  • Create Monday.com Item:
    • Connect to your Monday.com account using the provided credentials.
    • Select the target board where the new item will be created.
    • Populate the item’s name with the contact’s first and last name.
    • Insert the contact’s email address into the designated email column.
  • Add Additional Fields (Optional):
    • If your Monday.com board contains extra columns, retrieve their unique IDs by enabling developer mode in Monday.com.
    • Map the additional contact fields from Mautic to the corresponding columns in Monday.com using their IDs.
  • Finalize and Activate: Review the workflow settings, ensure all fields are correctly mapped, and activate the workflow to start automating the process.

🤖 Why Use This Automation Workflow?

  • Efficiency: Eliminates the need for manual data entry between Mautic and Monday.com.
  • Real-Time Updates: Ensures that your Monday.com boards reflect the most recent contacts as soon as they are created in Mautic.
  • Customization: Easily add additional fields to capture more contact details as needed.

👨‍💻 Who is This Workflow For?

This workflow is ideal for marketing teams, sales departments, and project managers who use Mautic for contact management and Monday.com for task and project tracking. It’s suitable for professionals looking to automate their processes and enhance team collaboration.

🎯 Use Cases

  1. Sales Lead Management: Automatically create a Monday.com task for each new lead captured in Mautic, ensuring timely follow-ups by the sales team.
  2. Marketing Campaign Tracking: Generate tasks in Monday.com for new contacts from specific marketing campaigns in Mautic, allowing for targeted campaign management.
  3. Customer Onboarding: Initiate onboarding tasks in Monday.com when a new contact signs up via Mautic, streamlining the onboarding process.

TL;DR

This workflow seamlessly integrates Mautic with Monday.com, automatically creating new items in your Monday.com boards whenever a contact is added to Mautic. By automating this process, you enhance efficiency, ensure real-time data synchronization, and allow your team to focus on what they do best.

Dependencies

Ensure you have the following before setting up the workflow:

Setup Instructions

  • Create a Monday.com Board:

    • Log in to your Monday.com account.
    • Create a new board where you want the contacts to be added.
    • Add necessary columns, ensuring you include an “Email” column with the type set to “Email”.
    • For additional fields, add corresponding columns as needed.

  • Obtain Column IDs:

    • Enable developer mode in Monday.com by following this guide.
    • Note down the unique IDs of each column you intend to populate.

  • Configure n8n Workflow:

    • Access your n8n instance and create a new workflow.
    • Add a Mautic Trigger node to detect new contacts.
    • Connect a Monday.com node and select the “Create Item” action.
    • Enter your Monday.com credentials and choose the board you created.
    • Map the contact’s first and last name to the item name.
    • Assign the contact’s email to the “Email” column using its ID.
    • For additional fields, use the corresponding column IDs to map the data from Mautic.
    • Save and activate the workflow.

  • Test the Workflow:

    • Add a new contact in Mautic.
    • Verify that a new item is created in your Monday.com board with the correct information.

Additional Resources

Troubleshooting

  • No Items Created in Monday.com:

    • Ensure that the n8n workflow is activated.
    • Verify that the Monday.com credentials are correct and have the necessary permissions.
    • Check the column IDs and ensure they match the ones in your Monday.com board.

  • Missing Data Fields:

    • Confirm that all required fields in Mautic are being correctly mapped to the corresponding columns in Monday.com.
    • Ensure that any additional columns in Monday.com have their IDs correctly specified in the workflow.

  • Authentication Issues:

    • Revalidate your Monday.com and Mautic credentials in n8n.
    • Check for any API rate limits or restrictions that might be preventing the workflow from executing.

Conclusion

Integrating Mautic with Monday.com through this n8n workflow enhances your team’s ability to manage contacts and tasks efficiently. By automating the creation of Monday.com items based on new Mautic contacts, you ensure that important information is seamlessly transferred and actionable without manual effort.

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