What actions can I run in Monica CRM?

129 actions are available, including "Get Activity", "Get Activity Type", and "Get Activity Type Category", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Monica CRM Integrations

Manage personal contacts, notes, reminders, and activities with Monica CRM. When Monica CRM records change, notify teams, update sheets, or kick off follow-ups.

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GDPR
Data Encryption
2FA
Local Data Region

Get ActivityReturns a activity.activity.
Get Activity TypeReturns a activity Type.activity type.
Get Activity Type CategoryReturns a activity Type Category.activity type category.
Get AddressReturns a address.address.
Get CallReturns a call.call.
Get CompanyReturns a company.company.
Get ContactReturns a contact.contact.
Get Contact FieldReturns a contact Field.contact field.
Get ConversationReturns a conversation.conversation.
Get DebtReturns a debt.debt.
Get DocumentReturns a document.document.
Get GenderReturns a gender.gender.
Get GiftReturns a gift.gift.
Get Journal EntryReturns a journal Entry.journal entry.
Get MeReturns a me.me.
Get NoteReturns a note.note.
Get PetReturns a pet.pet.
Get PhotoReturns a photo.photo.
Get RelationshipReturns a relationship.relationship.
Get ReminderReturns a reminder.reminder.
Get TagReturns a tag.tag.
Get TaskReturns a task.task.
List ActivityRetrieves a list of activity.
List Activity TypeRetrieves a list of activity type.
List Activity Type CategoryRetrieves a list of activity type category.
List AddressRetrieves a list of address.
List CallRetrieves a list of call.
List CompanyRetrieves a list of company.
List ContactRetrieves a list of contact.
List Contact ActivitiesRetrieves a list of contact activities.
List Contact AddressesRetrieves a list of contact addresses.
List Contact Audit LogsRetrieves a list of contact audit logs.
List Contact CallsRetrieves a list of contact calls.
List Contact ConversationsRetrieves a list of contact conversations.
List Contact DebtsRetrieves a list of contact debts.
List Contact DocumentsRetrieves a list of contact documents.
List Contact FieldsRetrieves a list of contact fields.
List Contact GiftsRetrieves a list of contact gifts.
List Contact NotesRetrieves a list of contact notes.
List Contact PetsRetrieves a list of contact pets.
List Contact PhotosRetrieves a list of contact photos.
List Contact RelationshipsRetrieves a list of contact relationships.
List Contact RemindersRetrieves a list of contact reminders.
List Contact TasksRetrieves a list of contact tasks.
List ConversationRetrieves a list of conversation.
List CountriesRetrieves a list of countries.
List DebtRetrieves a list of debt.
List DocumentRetrieves a list of document.
List GenderRetrieves a list of gender.
List GiftRetrieves a list of gift.
List Journal EntryRetrieves a list of journal entry.
List NoteRetrieves a list of note.
List PetRetrieves a list of pet.
List PhotoRetrieves a list of photo.
List ReminderRetrieves a list of reminder.
List TagRetrieves a list of tag.
List Tag ContactsRetrieves a list of tag contacts.
List TaskRetrieves a list of task.
List Upcoming RemindersRetrieves a list of upcoming reminders.
Create ActivityCreates a new activity.
Create Activity TypeCreates a new activity type.
Create Activity Type CategoryCreates a new activity type category.
Create AddressCreates a new address.
Create CallCreates a new call.
Create CompanyCreates a new company.
Create ContactCreates a new contact.
Create Contact FieldCreates a new contact field.
Create ConversationCreates a new conversation.
Create Conversation MessageCreates a new conversation message.
Create DebtCreates a new debt.
Create DocumentCreates a new document.
Create GenderCreates a new gender.
Create GiftCreates a new gift.
Create Journal EntryCreates a new journal entry.
Create NoteCreates a new note.
Create PetCreates a new pet.
Create PhotoCreates a new photo.
Create RelationshipCreates a new relationship.
Create ReminderCreates a new reminder.
Create TagCreates a new tag.
Create TaskCreates a new task.
Delete ActivityPerforms the Delete Activity operation.
Delete Activity TypeDeletes activity type.
Delete Activity Type CategoryDeletes activity type category.
Delete AddressPerforms the Delete Address operation.
Delete CallPerforms the Delete Call operation.
Delete CompanyPerforms the Delete Company operation.
Delete ContactPerforms the Delete Contact operation.
Delete Contact FieldDeletes contact field.
Delete Contact TagRemoves a tag from a contact.
Delete Contact TagsRemoves tags from a contact.
Delete ConversationPerforms the Delete Conversation operation.
Delete Conversation MessageDeletes conversation message.
Delete DebtPerforms the Delete Debt operation.
Delete DocumentPerforms the Delete Document operation.
Delete GenderPerforms the Delete Gender operation.
Delete GiftPerforms the Delete Gift operation.
Delete Journal EntryDeletes journal entry.
Delete NotePerforms the Delete Note operation.
Delete PetPerforms the Delete Pet operation.
Delete PhotoPerforms the Delete Photo operation.
Delete RelationshipPerforms the Delete Relationship operation.
Delete ReminderPerforms the Delete Reminder operation.
Delete TagPerforms the Delete Tag operation.
Delete TaskPerforms the Delete Task operation.
Make an API CallPerforms an arbitrary authorized API call.
Set Contact TagsSets contact Tags.
Update ActivityUpdates an existing activity.
Update Activity TypeUpdates an existing activity type.
Update Activity Type CategoryUpdates an existing activity type category.
Update AddressUpdates an existing address.
Update CallUpdates an existing call.
Update CompanyUpdates an existing company.
Update ContactUpdates an existing contact.
Update Contact AvatarUpdates an existing contact avatar.
Update Contact FieldUpdates an existing contact field.
Update Contact WorkUpdates an existing contact work.
Update ConversationUpdates an existing conversation.
Update Conversation MessageUpdates an existing conversation message.
Update DebtUpdates an existing debt.
Update GenderUpdates an existing gender.
Update GiftUpdates an existing gift.
Update Journal EntryUpdates an existing journal entry.
Update NoteUpdates an existing note.
Update PetUpdates an existing pet.
Update RelationshipUpdates an existing relationship.
Update ReminderUpdates an existing reminder.
Update TagUpdates an existing tag.
Update TaskUpdates an existing task.

When to use Monica CRM

Common scenarios where Monica CRM automation saves time and reduces manual work.

Run "Get Activity" in Monica CRM from any upstream event — map fields once and let the automation handle the rest.
Use "Get Activity Type" as an automated action in Monica CRM so records stay consistent whenever something changes elsewhere in your stack.
Combine "Get Activity Type Category" from Monica CRM with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

Frequently asked questions

Common questions about automating Monica CRM in your workflows.

Monica CRM has no triggers, but it provides 129 actions including "Get Activity", "Get Activity Type", and "Get Activity Type Category". Pair them with triggers from other apps to automate Monica CRM tasks.

Monica CRM Integrations

When to use Monica CRM

Frequently asked questions

Monica CRM Integrations

When to use Monica CRM

Connect Monica CRM to any app in workflows

Frequently asked questions

Connect Monica CRM to any app in workflows

Connect Monica CRM to any app in workflows

Connect Monica CRM to any app in workflows

Monica CRM Integrations

Monica CRM triggers and actions

When to use Monica CRM

Frequently asked questions

What triggers does Monica CRM support?

What actions can I run in Monica CRM?

Do I need to write code to automate this?

Is the integration secure?

Monica CRM Integrations

Monica CRM triggers and actions

When to use Monica CRM

Connect Monica CRM to any app in workflows

Frequently asked questions

What triggers does Monica CRM support?

What actions can I run in Monica CRM?

Do I need to write code to automate this?

Is the integration secure?

Connect Monica CRM to any app in workflows

Connect Monica CRM to any app in workflows

Connect Monica CRM to any app in workflows