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Creating activities in the CRM via API

  • August 8, 2024
  • 3 replies
  • 581 views
patrick7

Hi,

I’m trying to wrap my head around adding activities to the ‘Emails & Activities’ feature in Monday CRM by using an automation.

Here’s my use case:

  • When someone downloads my e-book, I want to show that in the ‘Emails & Activities’ widget of the contact view.

It seems to be the case that when I create an activity from within the view, it gets created in the ‘Activities’ board.
However, when I create an activity from that same Activities board and link it exactly like the one I just created was linked, it doesn’t show up in the ‘Emails & Activities’ view.

Any clue how to add activities in here via automation and/or API?

Ideally I have something like this automation, but then I can trigger it via Make

image

Thanks in advance!

3 replies

A
  • anon29275264
  • Participating Frequently
  • August 8, 2024

Its very beta… New timeline items query and mutations but that could do it (I havent played with it, and you need to use the pre-release API version)

But this is all very new, you can play with it though and see what you can accomplish.

    patrick7
    • patrick7
    • Author
    • Participating Frequently
    • August 9, 2024

    Oh wow, that’s new! Appreciate it, Cody!

    T
    • tommethew
    • New Participant
    • July 28, 2026

    Interesting use case. From what I've seen, the Emails & Activities widget doesn't always display records that are created directly on the Activities board, even if the links look identical. It seems the widget expects activities to be created through the CRM's native activity flow or specific API endpoints so the required metadata is populated.

    If you're using Make, it might be worth checking whether there's a dedicated Monday CRM action for creating activities rather than just creating an item on the Activities board. Otherwise, the Monday API documentation or support team may be able to confirm whether this behavior is expected. I'd be interested to know if anyone has found a reliable workaround.

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