The moment it happens

Add form entries to a monday.com board

Each new form entry becomes an item on your board, with its fields filled into the right columns.

Runs: The moment it happens
Apps: monday.com
AI: Not needed
Access: read+write

Send this to your assistant

Create a ClickRuntime automation: give me a link my contact form can send entries to. Create an item on my monday.com Leads board with the person's name as the item name, and fill the Email and Source columns.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A recruiter, agency or operations team collects leads through a web form, a booking tool or an email parser, and someone copies each one into a monday.com board by hand. Names get pasted into the wrong column, the phone number loses its country code, and an entry that arrives on Friday evening is not on the board until Monday. Leads that should have been called within the hour wait two days, and some are never entered at all.

When a form entry or contact is sent to the link ClickRuntime gives you, it receives the payload straight away, maps each field to the matching monday.com column, such as email, phone, status and source, and creates a new item on your board. No polling is involved, so the item exists seconds after the submission.

Common variations are one board per client, or setting a default owner so every new item already has a person assigned.

What you get out of it

Leads on the board within seconds
A visitor submits a quote request and the item appears immediately, with the person column already set. The first call can happen while the visitor is still on your site, which is when response speed wins deals.
No retyping errors
Field mapping is fixed once, so an email address always lands in the Email column and the phone number keeps its format. Mistakes from manual copying, like swapped first and last names, disappear.
Weekend and night submissions are not lost
Entries that arrive when nobody is at a desk are still recorded. Monday morning begins with a full board rather than a mailbox to sort through, and nothing depends on someone remembering.
One consistent intake structure
Every item starts with the same status label, source tag and timestamp, which makes board filters and automations in monday.com work reliably. Reports on lead sources become trustworthy because the source column is never blank.
Several tools feed one board
A web form, a Calendly-style booking and a partner referral can all post to the same link. The team works from a single board instead of reconciling three spreadsheets at the end of every week.

How it works

What happens, step by step

When a form or another tool sends an entry to the automation's private link, it starts.
It matches each field, like name, email and source, to the right column on your monday.com board.
A new item is created on the board with those details filled in.

Before it runs live

Connect monday.com
Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens

Add form entries to a monday.com boardjust nowSucceeded

monday.com · LeadsNew item: Dana Whitfield · dana@northwind.example · Source: Website form

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other monday.com steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

create_board_items_from_incoming_submissions.pyexample

import json
from clickruntime import on_event, http, credentials

BOARD_ID = 1234567890  # your Leads board
MUTATION = """mutation ($board: ID!, $name: String!, $cols: JSON) {
  create_item(board_id: $board, item_name: $name, column_values: $cols) { id }
}"""

@on_event
def handle(event):
    entry = event.json or {}
    columns = {"email": {"email": entry.get("email", ""), "text": entry.get("email", "")}, "text": entry.get("source", "Website form")}
    resp = http.post("https://api.monday.com/v2", headers={"Authorization": credentials.secret("MONDAY_API_TOKEN"), "API-Version": "2024-10"},
                     json={"query": MUTATION, "variables": {"board": BOARD_ID, "name": entry.get("name", "New lead"), "cols": json.dumps(columns)}})
    resp.raise_for_status()
    return {"item": resp.json()["data"]["create_item"]["id"]}

FAQ

Common questions

What can send data to this?

Anything that can make an HTTP POST with JSON, including most form builders, booking tools, other automation connectors and your own site code. If a tool offers a webhook URL setting, paste in the one you receive.

What happens if a required field is missing?

The item is still created with the columns it did have, and the missing value is left blank. You can also have it skip entries without an email, or flag them with a Needs Review status for a person to check.

Can items go into a specific group on the board?

Yes. monday.com boards are organised into groups, and the create step can target one, such as New Leads. You can also choose the group from a field in the submission, like the country or product.

What permissions does it need?

read+write. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run for each event the app sends.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

The moment it happens