Listing pipeline for real estate
A new buyer lead creates a Monday item. Whatsable sends a viewing invite template. Replies appear on the item so the listing agent never switches apps.
Outcome: Board and inbox stay aligned for every property.
Your team works in Monday boards. Whatsable keeps every WhatsApp thread attached to the right item, with assignment, labels, and automations.
A new buyer lead creates a Monday item. Whatsable sends a viewing invite template. Replies appear on the item so the listing agent never switches apps.
Outcome: Board and inbox stay aligned for every property.
Item stuck in 'Waiting on client' for 48 hours triggers Whatsable. A short template asks for the missing document. Follow-up sends only if they do not reply.
Outcome: Onboarding moves without manual chasing.
Support item created from a form. Whatsable messages the customer from the assigned agent. Full thread history stays on the Monday item for handoffs.
Outcome: Clean escalations without lost context.
Concrete fields you can map in automation tools or cite in your own docs.
Monday automation when Status changes to 'Ready to contact' calls Whatsable with item column values mapped to template variables.
TriggerMonday: When column changes
| Parameter | Type | Description | Example |
|---|---|---|---|
item_id | string | Monday item ID linked to the WhatsApp conversation | 9876543210 |
phone_column | string | Monday phone column value (E.164 recommended) | +447700900123 |
owner_id | string | Monday person column for Whatsable assignment | user_48291 |
Threads sync inside the related item so owners see messages alongside status, dates, and files without leaving the board.
Yes. Whatsable provides a shared inbox with assignment so only the right owners see and get push notifications for their items.
Unlimited messaging from your own number, team inbox, AI assistant, and automations included.
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