Documentation
Search…
English
Recipes
Our integration supports recipes, which is Monday’s feature for automations. In total, Quickley supports 7 recipes—4 general recipes and 3 dedicated for WhatsApp Business API exclusively.
To add a recipe, go to your Monday board and click on “Integrate”, then search for “Quickley” and install the integration. Upon installation, you will be prompted to choose a recipe you’d like to use. Below is the description of what each recipe does and how you can use them.
General Recipes
1. When new dialog is started in channel, create a new item.
What it does: whenever you receive a new message or comment from any connected channel in Quickley, a new Item will be created on your Monday board. This recipe is great to populate all new leads from all sources to your CRM board.
2. When new message is received in channel, set status to something.
What it does: whenever you receive a new message from a specific channel in Quickley, the status of the Item will be changed on your Monday board. For instance, you can automatically change the status to “Needs reply” in order to focus your team members’ attention on this specific customer.
3. When message in channel contains text, create an item with mapping.
What it does: whenever a new message from a specific channel contains some specific text or words, a new Item will be created with customization.
4. When message in channel contains text, set status to something.
What it does: whenever a new message from a specific channel contains a specific text or words, the status of the Item will be changed to something. For instance, you can use that automation to change status of the customer to “Refund” or “Return” once the system detects the usage of such words in the communication.
5. When a dialog is finalized in channel, set status to something.
What it does: whenever you or your team member finalize a dialog in Quickley, the status of this item will be changed as well. For instance, you may set it so that the status changes to “no actioned needed” or “finalized”. This way your board’s user will know that this customer does not require attention.
Special Recipes for WhatsApp
There are a few recipes that are unique to WhatsApp Business API. Each of the recipes allow you to create and send a template message from WhatsApp upon some action on Monday—for instance, a click on the button or a change of item’s status.
Below is the description of recipes and how they work:
1. When a button is clicked, send a template message from WhatsApp with mapping.
This recipe can be used to send automated messages to customers once a manager or a team member clicks a button within Monday board.
2. When an item is moved to a group, send a template message from WhatsApp with mapping.
This recipe can be used to send an automated message to a customer once a manager, a team member, or an automation moves the item to a specific group on a Monday board.
3. When status is changed to something, send a template message from WhatsApp with mapping.
This recipe can be used to send automated messages to customers once a manager, a team member, or an automation changes the status of the item on a Monday board.
Last modified 6mo ago
Copy link