This article describes the actions available when you connect Monday.com to HappyFox Workflows, and lists the project management operations you can automate with this integration.
Triggers
The Monday.com integration does not provide triggers. Workflows that include Monday.com actions are started by a HappyFox Help Desk trigger or another connected app.
Actions
Monday.com actions let you create and manage items on your boards, add updates, retrieve item details, and organise work directly from a workflow step.
| Action | What it does |
|---|---|
| Get Monday.com Item Details | Retrieves the details of a specified Monday.com item — including its column values, status, and assigned owner — for use in subsequent workflow steps. |
| Create Item | Creates a new item on a specified Monday.com board, with column values such as name, status, assignee, and due date. |
| Add Comment to Item | Adds a comment or update to an existing Monday.com item. |
| Archive Item | Archives a specified Monday.com item, removing it from the active board view without deleting it permanently. |
| Create a subitem | Creates a new subitem under an existing Monday.com item. |
Action Details
Each action below lists the fields you configure, along with whether each field is required.
Validation note legend
| Term | Meaning |
|---|---|
| Required | The workflow cannot run this action if the field is blank. |
| Optional | You may leave this field empty; the action will still run. |
| Text | A plain-text value (single line or variable reference). |
Item Actions
Create Item
Creates a new item on a monday.com board. You identify the target board by workspace name and board name — both are resolved to their internal monday.com IDs before the item is created. Optionally, you can place the new item directly inside a specific group on that board.
| Field | Description | Validation |
|---|---|---|
| Workspace | The name of the monday.com workspace that contains the target board. Looked up against your account's workspace metadata; the action fails with "Workspace not found" if no match is found. | Required · Text |
| Board | The name of the board within the specified workspace where the item should be created. Looked up against board metadata; the action fails if the board is not found or does not belong to the specified workspace. | Required · Text |
| Item Name | The display name for the new monday.com item. | Required · Text |
| Group | The name of the group (column section) inside the board where the item should be placed. If provided, it must exist within the specified board — the action fails if no matching group is found. If left blank, monday.com places the item in the board's default group. | Optional · Text |
Get Item
Fetches the details of an existing monday.com item by its ID and returns them for use in later workflow steps. Returns an empty-item error if the ID doesn't match any item in your account.
| Field | Description | Validation |
|---|---|---|
| Item ID | The monday.com numeric ID of the item to retrieve. | Required · Text |
Add Comment to Item
Posts a new text comment — called an "update" in monday.com — on an existing item. On success, the action returns the new comment's ID and the item ID it was posted on.
| Field | Description | Validation |
|---|---|---|
| Item ID | The monday.com numeric ID of the item to comment on. An invalid or non-existent ID causes the action to fail with "Invalid Item ID". | Required · Text |
| Body | The text content of the comment to post. | Required · Text |
Archive Item
Archives an existing monday.com item, moving it out of the active board view. Archived items are not deleted — they can be restored from monday.com's archive.
| Field | Description | Validation |
|---|---|---|
| Item ID | The monday.com numeric ID of the item to archive. An invalid or non-existent ID causes the action to fail. | Required · Text |
Sub-Item Actions
Create Sub-Item
Creates a new sub-item under an existing monday.com item. Sub-items appear nested beneath their parent item on the board.
| Field | Description | Validation |
|---|---|---|
| Parent Item ID | The monday.com numeric ID of the item that will be the parent of the new sub-item. An invalid or non-existent ID causes the action to fail. | Required · Text |
| Item Name | The display name for the new sub-item. Must contain at least one non-whitespace character — a blank or whitespace-only name causes the action to fail. | Required · Text |
Use cases
Create a Monday.com item when a ticket requires project team action: When a support ticket identifies work that needs to be handled by a team operating in Monday.com, automatically create an item on the relevant board with the ticket subject and description — so the handoff from support to the project team happens immediately without manual re-entry.
Add a comment to a Monday.com item when a ticket is updated: When an agent adds a note or update to a HappyFox Help Desk ticket that is linked to a Monday.com item, automatically add a comment to that item — keeping the project team informed of support developments without requiring them to check HappyFox Help Desk.
Retrieve item details to enrich a ticket with project context: When a ticket references an ongoing project, use Get Monday.com Item Details to retrieve the item's current status and owner, then add that information as a private note on the ticket — giving the support agent visibility into the project's state before responding to the customer.
Create a subitem for each ticket action required: When a complex ticket requires multiple discrete actions across a team, create a parent item on a Monday.com board and use Create a subitem to add each individual action as a trackable subitem — allowing the team to progress and close each step independently.
Archive a Monday.com item when a ticket is resolved: When a HappyFox Help Desk ticket is resolved and the associated Monday.com item no longer needs active tracking, automatically archive the item — keeping the board clean without permanently deleting the record.