How to Create Monday.com Tasks from Slack with Zapier

zapier.com > My Zaps > Create Zap

Create a new Zap in Zapier

Log into zapier.com and click the orange 'Create Zap' button in the top-left sidebar. This opens the Zap editor. You'll see a two-panel view: the left side shows your step list, the right side shows the configuration for the selected step. Zapier starts you on the trigger step automatically.

1. 1Log into zapier.com
2. 2Click 'Create Zap' in the left sidebar
3. 3The Zap editor opens with 'Trigger' selected in the step panel

Zap Editor > Trigger > App & Event

Set Slack as the trigger app

In the trigger step panel, click 'App & Event'. Type 'Slack' in the search box and select it from the list. You then choose the trigger event. Pick 'New Reaction Added' — this fires every time anyone adds an emoji reaction to any message in a channel you specify. This is the most reliable way to flag messages without requiring slash commands or bots.

1. 1Click the 'App & Event' section in the trigger panel
2. 2Type 'Slack' in the search bar
3. 3Select 'Slack' from the results
4. 4Under 'Trigger Event', select 'New Reaction Added'
5. 5Click 'Continue'

Zap Editor > Trigger > Account

Connect your Slack account

Click 'Sign in to Slack'. A popup opens asking you to authorize Zapier. Make sure you're authorizing the correct Slack workspace — check the workspace name in the top-right corner of the popup. Zapier needs the 'reactions:read', 'channels:history', and 'users:read' scopes. These are granted automatically during the OAuth flow.

1. 1Click 'Sign in to Slack'
2. 2Verify the workspace name in the top-right of the OAuth popup
3. 3Click 'Allow' to grant Zapier access
4. 4Select your connected account from the dropdown once authorization completes
5. 5Click 'Continue'

Zap Editor > Trigger > Set Up Trigger

Configure the Slack trigger settings

Set the 'Reaction' field to the specific emoji name you want to use as the trigger — for example, type 'ticket' (without colons) to trigger on :ticket: reactions. Then select the Slack channel to monitor from the 'Channel' dropdown. You can monitor a single channel or select 'Any Channel' to catch reactions workspace-wide. For most teams, a dedicated channel like #action-items or #feedback gives cleaner results.

1. 1In the 'Reaction' field, type the emoji name without colons (e.g. 'ticket' or 'white_check_mark')
2. 2Click the 'Channel' dropdown and select your target channel
3. 3Leave 'User' blank unless you only want reactions from a specific person
4. 4Click 'Continue'

Zap Editor > Trigger > Test Trigger

Test the Slack trigger

Click 'Test Trigger'. Zapier searches for a recent reaction matching your criteria. If it finds one, it loads sample data including the message text, the user who reacted, the channel ID, and the timestamp. If no matching reaction exists yet, go to Slack, react to any message in your target channel with your chosen emoji, then come back and click 'Test Trigger' again.

1. 1Click 'Test Trigger'
2. 2If no results appear, open Slack and add the trigger emoji to any message in the configured channel
3. 3Return to Zapier and click 'Test Trigger' again
4. 4Confirm the sample data shows 'Text', 'User', 'Channel', and 'Timestamp' fields

Zap Editor > + > Formatter by Zapier > Text > Truncate

Add a Formatter step to clean the message text

Before sending data to Monday.com, add a Zapier Formatter step to extract a clean task name from the Slack message. Click the '+' button below the trigger to add a step, then select 'Formatter by Zapier'. Choose 'Text' as the action, then 'Truncate' as the transform. Map the Slack 'Text' field as the input, and set the max length to 80 characters — Monday.com task names longer than that are hard to scan in board view.

1. 1Click the '+' button below the Slack trigger step
2. 2Search for 'Formatter by Zapier' and select it
3. 3Under 'Action Event', choose 'Text'
4. 4Under 'Transform', select 'Truncate'
5. 5Map the Slack 'Text' field to the 'Input' field
6. 6Set 'Max Length' to 80
7. 7Click 'Continue' and then 'Test Action'

📬 New entry: {{1.name}}
Email: {{1.email}}
Details: {{1.description}}

This Code by Zapier step resolves a real problem: Slack user IDs in the trigger payload are raw strings like U04KXYZ789, not names. Paste this into a 'Code by Zapier' step (JavaScript) inserted between the Slack trigger and the Monday.com action. It calls Slack's users.info API to resolve the user ID to a display name, which you can then map to a Monday.com Text column labeled 'Flagged By'.

// Code by Zapier — Resolve Slack User ID to Display Name
// Insert this step between the Slack trigger and Monday.com action.
// Input: slackUserId (from Slack trigger 'User' field)

// Code by Zapier — Resolve Slack User ID to Display Name
// Insert this step between the Slack trigger and Monday.com action.
// Input: slackUserId (from Slack trigger 'User' field)
// Output: displayName (use this in Monday.com 'Flagged By' column)

const SLACK_BOT_TOKEN = 'xoxb-your-bot-token-here'; // Store in Zapier's secret store or hardcode for testing
const userId = inputData.slackUserId;

if (!userId) {
  output = [{ displayName: 'Unknown User', userId: '' }];
} else {
  const response = await fetch(
    `https://slack.com/api/users.info?user=${encodeURIComponent(userId)}`,
    {
      method: 'GET',
      headers: {
        'Authorization': `Bearer ${SLACK_BOT_TOKEN}`,
        'Content-Type': 'application/json'
      }
    }
  );

  const data = await response.json();

  if (!data.ok) {
    output = [{ displayName: 'Lookup Failed', userId: userId }];
  } else {
    const profile = data.user.profile;
    const displayName = profile.display_name || profile.real_name || data.user.name;
    output = [{ displayName: displayName, userId: userId }];
  }
}

Zap Editor > + > Monday.com > Create Item

Add Monday.com as the action app

Click '+' below the Formatter step to add the final action. Search for 'Monday.com' and select it. Under 'Action Event', choose 'Create Item'. This creates a new task (called an 'item' in Monday.com's terminology) on a board you specify. Click 'Continue' and then connect your Monday.com account via the OAuth popup.

1. 1Click the '+' button below the Formatter step
2. 2Search for 'Monday.com' and select it
3. 3Under 'Action Event', select 'Create Item'
4. 4Click 'Continue'
5. 5Click 'Sign in to Monday.com' and complete the OAuth flow
6. 6Select your connected account and click 'Continue'

Zap Editor > Action > Set Up Action

Configure the Monday.com action fields

Select the Board where tasks should land from the 'Board' dropdown. Then select the Group within that board (e.g. 'Incoming Requests' or 'This Week'). Map the 'Item Name' field to the Formatter output from Step 6 — this becomes the task title. In the 'Column Values' section, map additional fields: set the 'Text' or 'Long Text' column to the full original Slack message, and set the 'Date' column to the Slack message timestamp.

1. 1Select your target board from the 'Board' dropdown
2. 2Select the target group from the 'Group' dropdown
3. 3Map 'Item Name' to the Formatter output (truncated message text)
4. 4Map a 'Long Text' column to the Slack 'Text' field for full context
5. 5Map a 'Date' column to the Slack 'Timestamp' field
6. 6Map a 'Text' column to the Slack 'Channel' field for reference
7. 7Click 'Continue'

Zap Editor > Action > Test Action

Test the Monday.com action

Click 'Test Action'. Zapier sends the sample Slack data to Monday.com and attempts to create a real item. Log into Monday.com and navigate to your target board to confirm the item appeared. Check that the item name is readable, the long text column has the full message, and the date column shows the correct date.

1. 1Click 'Test Action'
2. 2Wait 5-10 seconds for the API call to complete
3. 3Open Monday.com in a new tab and navigate to your target board
4. 4Confirm the new item appeared in the correct group with the correct fields populated

Zap Editor > + > Slack > Send Channel Message

Add a Slack confirmation message (optional but recommended)

Add one more action step after Monday.com: select Slack and choose 'Send Channel Message'. Map the channel to the same channel the original reaction came from. In the message body, write something like: 'Task created in Monday: [Monday item URL]'. Monday.com's 'Create Item' response includes an item ID — use it to construct the board URL. This closes the loop so the person who reacted knows the task was logged.

1. 1Click '+' below the Monday.com step
2. 2Select 'Slack' and choose 'Send Channel Message'
3. 3Set 'Channel' to the Slack channel from the trigger
4. 4In 'Message Text', type a confirmation string and embed the Monday.com item ID
5. 5Click 'Continue' and test the action

📬 New entry: {{1.name}}
Email: {{1.email}}
Details: {{1.description}}

Zap Editor > Zap Name > Publish

Name and publish the Zap

Click the Zap name field at the top of the editor (it defaults to something like 'My Zap') and rename it to something descriptive, like 'Slack :ticket: → Monday.com Incoming Requests'. Click 'Publish' in the top-right corner. Zapier will confirm the Zap is live. Do a final end-to-end test: go to Slack, react to a real message with your emoji, and confirm the Monday.com task and Slack confirmation both appear within 2 minutes.

1. 1Click the Zap name at the top of the editor
2. 2Rename it to something descriptive
3. 3Click 'Publish' in the top-right corner
4. 4Confirm the 'Your Zap is on' confirmation screen appears
5. 5Run a live end-to-end test in Slack