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. |
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.