Ready-made monday boardsfilled from every chat
Paste one token and Chatmizer creates three boards in your monday account — Customers, Orders and Bookings — then keeps every item up to date from your chats.
Connect monday CRMThe short answer
When you connect monday CRM, Chatmizer creates three boards, “Chatmizer · Customers”, “Chatmizer · Orders” and “Chatmizer · Bookings”, with their own columns, so there is nothing to map. Every chat customer, order, chat order and booking becomes an item, and every change updates the same item. It never deletes anything in monday.
What it does
Three boards, built for you
Customers, Orders and Bookings, with their columns already set up. Nothing to configure.
Customers
Stage, phone, email, source and the day they came in.
Orders and bookings
Orders with status, total, currency, customer and details — Orderista and chat orders on one board with a Type column. Bookings with time, status, service and customer.
One item per record
Every change in Chatmizer updates the same item instead of adding a new one.
How it works
- 1
You connect, and the three boards appear in your monday account.
- 2
A customer messages, orders or books, and an item appears on the right board.
- 3
When the order is delivered or the booking confirmed, that item's status changes.
What businesses use it for
A restaurant's order board
Delivery and pickup orders from the chat on a monday board the team already checks.
RestaurantsSalon bookings on a board
Every booking with its service and time, ready for monday views and dashboards.
Salons, spas and barbershopsChat orders without copy-paste
Orders your AI agent takes in the chat appear on the Orders board on their own.
Order-taking chatbot
Set it up in three steps
- 1
In monday.com, tap your profile picture → Developers → My access tokens, and copy your personal API token.
- 2
In Chatmizer open Integrations → monday CRM → Connect, paste the token and press Connect.
- 3
Chatmizer creates the Customers, Orders and Bookings boards. Switch on what to sync.
Questions people ask
Can I add views and automations to the boards?
Yes. Use them like any monday board: add views, automations and dashboards. Just do not delete Chatmizer's columns — it writes to them.
What if a board gets deleted?
Connect again and Chatmizer rebuilds it; live boards are reused.
Can it fill my existing monday boards?
No. Chatmizer writes to the three boards it creates, because their columns are its own. Your other boards are not touched.
Does anything sync back from monday?
No. The sync goes one way, from Chatmizer to monday, and Chatmizer never deletes anything there.
Connect it once and let every chat keep it up to date.