Make.com Automation Expert Needed | Monday.com Personalized Client Welcome Email

Budget: 150 USD Deadline: 1 day

Hi,

I have hands-on experience building this exact type of scenario in Make.com — CRM-triggered flows, dynamic field substitution into HTML templates, error handling, and duplicate-send prevention. A few recent examples from my own work: automated Telegram/LinkedIn posting pipelines with dynamic content and validation, and a cold-email system (n8n) with the same anti-duplicate logic via a data store.

For your task specifically, here's the plan:

Watch Item / Column Values trigger in Monday.com on the target status
Read Name / Email / Client Portal URL
Missing-data check with a dedicated error-handling branch (no silent failures)
Duplicate protection via a data store or a checkbox field in Monday
Fill your HTML template with the values and send
Update the Monday item status after a successful send

One thing to confirm before starting: for a transactional (single, personalized) email, Mailchimp Transactional API is the cleaner fit — the standard Mailchimp module in Make is geared more toward bulk campaigns. If you already have a Transactional/Mandrill account connected, this is straightforward; if not, we can quickly agree on the best approach at kickoff.

Ready to start right away, and can deliver within the stated 2–4 hour window. Comfortable communicating in English throughout. Expand

Budget: 150 USD Deadline: 2 days

Hi! I can build this Make.com scenario for you. Monday.com Make automations with templated email sends are exactly the kind of integration work I do day to day, so this drops straight into your existing setup rather than reinventing it.

How I'd wire it: a Monday.com trigger watching for that status change -> pull Client Name, Email and the Notion Portal URL from the board -> map them into your HTML welcome template -> send the personalized email, then flip the "Welcome Email sent" flag back on the item. I'd use that same flag as the duplicate-prevention guard (only fire when it's still empty), plus a filter that skips items missing Email or Name so nothing ever goes out half-filled.

One thing I'd confirm before building: is the send going through Mailchimp (transactional / Mandrill API) or a plain email module? That decides how the template gets populated and how I set up the error handling for missing info you mentioned.

Happy to walk you through similar Monday/Make automations I've built so you can see the flow before you decide. Realistic turnaround is 1-2 days once I have access to the board and the scenario.

Petro Pankov, BotCraft Group

Budget: 150 USD Deadline: 1 day

I can build this Make.com scenario for 150 USD within 1 day, assuming the Monday.com board fields and Mailchimp template are already available.

FOr implementation, I would set up the Monday.com status trigger, map Client Name, Email Address and Client Portal URL from Notion into the HTML email, add checks for missing data, prevent duplicate sends, and optionally write back the sent status to Monday.com. I would also test the scenario on a sample item before handing it over - small automation, but the boring edge cases matter =)

Two quick questions
> Should the email be sent through Mailchimp transactional sending, a Mailchimp campaign journey, or another connected email module in Make.com?
> Is there already a dedicated column in Monday.com for Welcome Email sent, or should we add/use one?

Relevant Ingello cases
> https://business.ingello.com/vorfahr - AI and automation project with business-process logic
> https://business.ingello.com/forma-bpm - process automation and operational system logic
> https://systems-fl.ingello.com - main Ingello Systems page for freelance projects

!!I can start with the exact scenario setup and testing!! once access to Monday.com, Make.com and Mailchimp is provided through the platform. Seems 2-4 hours is realistic if the existing setup is clean, althogh I would leave a small buffer for permissions and template quirks. Expand

Budget: 150 USD Deadline: 3 days

Hey there
Check my website
https://oleksandr-m-web-developer.com/en/

You can find my projects and my work ethic there .

Feel free to ask all type of questions .

Budget: 115 USD Deadline: 1 day

Hello!

I have reviewed your task and I am happy to help implement this scenario. I work daily with process automation, marketing, and SMM, so I understand well how such systems should function "under the hood" to ensure that businesses do not lose clients.

I am familiar with your technical stack (Make.com, Monday.com, and Mailchimp), so the new automation will fit seamlessly into your current ecosystem and work like clockwork. I will get everything in order quickly and professionally.

Here’s what I will specifically do:

I will set up an instant trigger: The scenario in Make.com will instantly capture the change in client status in Monday.com via a webhook.

I will adjust data transfer: I will cleanly extract the necessary fields from the board (Name, Email, and link to the Notion portal).

I will connect with Mailchimp: I will integrate your HTML email template and write dynamic variables into it so that each client receives a fully personalized greeting.

I will create feedback with the CRM: After sending the email, the status in Monday.com will automatically update (for example, to "Welcome Email Sent") so that your team can see the result.

I will protect against failures: I will definitely add error handling in case of missing data and set up filters to ensure that emails are never sent again to the same client.

The work will take about 4 hours plus time for communication with you, and I am ready to start today. Let’s chat in private messages, discuss the details, and I will immediately get to work on the setup! Expand

Budget: 160 USD Deadline: 1 day

Good day, I have over 5 years of experience in development, having worked extensively with integrations of Make.com and Monday.com. I will implement the required scenario for Monday.com with dynamic email filling, error handling, and prevention of duplicates. The deadline is within one working day; I will provide the exact cost after a few clarifications. Do you need to send emails via Mailchimp or regular SMTP? Are there examples of personalized emails that you like in style, or are we working with the template as it is? Feel free to reach out!

Budget: 120 USD Deadline: 2 days

that website to mailchimp link with notion portals is a standard flow but there is a common trap. website webhook triggers for website status changes often fire twice if someone clicks twice or another automation triggers at the same time. this results in duplicate welcome emails sent to the same client.

i usually fix this by adding a quick cache check or filtering by a last-updated timestamp. also, notion links stored in website link columns sometimes parse as a raw json structure instead of a clean string in make, which breaks the html templater.

const rawUrl = websitelumn_values.find(c => c.id === 'notion').text;
const cleanUrl = rawUrl.startsWith('http') ? rawUrl : JSON.parse(rawUrl).url;
if (emailSentStatus === 'sent') return;

my plan for this:
first, setup the webhook trigger with a deduplication filter in make.
second, parse the notion link and map fields to your html template.
third, run end-to-end tests and configure the status update in monday.

i can start tomorrow Expand

Budget: 120 USD Deadline: 1 day

Hello!

I have practical experience in creating automations in Make.com, integrating CRM, email marketing, and building AI processes. In particular, I have implemented automatic lead capture, email sequences, data synchronization between services, and automatic notifications through Make.com. I have also set up CRM pipelines and communication automation using Zoho CRM, Pipedrive, and ActiveCampaign.

In your scenario, I will set up:

a trigger for status change in Monday.com;
dynamic data substitution in an HTML template;
sending a personalized email through Mailchimp;
protection against resending;
handling cases with missing data;
if needed — updating the status in Monday.com after successful sending.

I am ready to start immediately. If you already have access to Make scenarios and API connections for Monday.com and Mailchimp, the implementation will proceed as quickly as possible. Expand

Budget: 120 USD Deadline: 5 days

Hi,

I can help you build this Make.com automation and integrate it with your existing Monday.com workflow.

I have experience creating Make.com scenarios with Monday.com triggers, dynamic field mapping, email personalization, and error handling. I can connect the client status trigger, pull the required fields (name, email, portal URL), populate your HTML welcome template, send the email, and add safeguards for missing data and duplicate sends.

I’ll make sure the automation fits cleanly into your current setup and is easy to maintain.

I can start right away and complete this within your estimated timeline.

Thanks! Expand

Budget: 2100 USD Deadline: 1 day

To automate the sending of personalized emails, it is necessary to create a script in Make.com that will read data from Monday.com and insert it into an existing HTML template. I will use my experience with system integrations to set up the automatic sending of emails. I have experience in configuring integrations with external systems. Which specific fields from Monday.com need to be read for insertion into the email?

Budget: 150 USD Deadline: 1 day

Hello! I'm ready to help with setting up this automation in Make.com. I have solid experience working with Make, Monday.com, and email integrations, so I will build the scenario quickly and accurately.

What I will do:
1. Set up a trigger for status change in Monday.com.
2. Collect data (name, email, link to Notion) and insert it into your HTML template.
3. Configure email sending and status updating in the CRM, as well as add basic error handling to avoid duplicates.

I'm ready to discuss the details and get started soon, feel free to write!

Budget: 150 USD Deadline: 3 days

Good evening, I have already worked with Make and not only that. I understand how to implement this. Feel free to reach out, I will help you.

Budget: 150 USD Deadline: 2 days

aMariia, you need to trigger a personalized email flow based on a status change in Monday.com while pulling specific client data like the Notion portal URL. Since your CRM and Make.com setup is already active, this is about adding a clean, stable step that won't disrupt your existing automation chains.

I will configure the Monday.com watch module to grab those specific fields, map them directly into your HTML template using the Make.com email or Gmail module, and finalize the workflow with a status update on the board to keep your CRM clean.

Are you using a dedicated email provider like SendGrid or Gmail for these outgoing messages, and does your current template require specific formatting placeholders to be adjusted for the data coming from Monday?

Budget: 120 USD Deadline: 1 day

Hi!
I've reviewed the task and it's a straightforward Make.com scenario I've built similar Monday.com-to-email automations before. The workflow is clear: trigger on status change, pull client fields, populate the HTML template with dynamic values, send via Mailchimp, and update the Monday.com item to prevent duplicates.

I'll also add proper error handling for cases where email or portal URL might be missing, so nothing breaks silently.

Estimated time: 2-3 hours.

Budget: 180 USD Deadline: 3 days

Your existing Monday.com and Make.com setup should make client onboarding automatic, so no welcome emails are delayed, sent twice, or left incomplete when the team updates a status.

I will build a separate Make.com scenario that watches the required Monday.com status, retrieves the client name, email, and Notion portal link, then maps them into your existing HTML template and sends the personalized message through Mailchimp. The scenario will validate required fields before sending, log errors for follow-up, and prevent duplicate emails by checking or updating a “Welcome Email Sent” status in Monday.com.

I will also make sure the scenario fits your current automation structure rather than creating conflicting triggers or duplicate actions. After implementation, I will test it with sample Monday.com items covering complete data, missing fields, and repeated status changes.

How many new clients typically reach this status each week, and do you currently send the welcome email manually or through another workflow?

Budget: 150 USD Deadline: 1 day

The two things that make or break this one are duplicate prevention and missing-field handling — the rest is straightforward Make wiring. I'd guard sends with a "welcome email sent" status on the Monday item, so a re-triggered status change never fires a second email, and add a filter that catches a blank name, email, or Notion URL before it reaches the send step.

I run production Make scenarios daily, mostly CRM-to-email flows much like this one, so adding one more without breaking your existing scenarios is familiar ground.

One question: are you sending through Mailchimp Transactional (Mandrill) or a regular Mailchimp automation? That decides how I map your HTML template. Happy to walk through the exact modules in Messages.

Budget: 150 USD Deadline: 1 day

WE already have a practically ready setup for this kind of Monday.com plus Make.com welcome email, so we can adapt it quickly and launch within 1 business day ))

the 2-4 hour estimate is realstic if the Monday.com board, email template and Mailchimp sending setup are already prepared.
my bid is 150 USD for a working scenario with field mapping, validation, duplicate protection and a sent status update.

i would build it as a clean Make.com scenario - Monday.com status trigger, required field checks, HTML template variables, Mailchimp send step, sent flag update, and an error path for missing email or portal link.

to start, we would need access to the existing Make.com scenario area, the Monday.com board, the Mailchimp/template setup, and one test client item.

quick questions
- should the email be sent through Mailchimp Transactional, a Mailchimp campaign flow, or an existing Make.com email module
- should duplicate prevention block resending forever, or only while a Welcome Email Sent field is checked

relevant Ingello examples
- https://business.ingello.com/forma-bpm - business process automation with operational logic
- https://business.ingello.com/forma-crm - CRM and client pipeline automation
- https://business.ingello.com/fractal - broader automation architecture, useful if you later want smarter onboarding

main profile
https://systems-fl.ingello.com

i am available here now, we can clarify the trigger and finish this without overcomplicating it (: Expand

Budget: 150 USD Deadline: 7 days

Hello! I can implement this Make.com automation for your Monday.com and Mailchimp workflow within your 2–4 hour timeframe. I have extensive experience with Make (Integromat) and seamless integrations with Monday.com CRM.The logic is clear, and I will build it according to your exact requirements:Trigger & Filters: Set up a Monday.com webhook/watch module triggered by the specific status change. I'll add a built-in Make filter to ensure the email is sent only once (preventing duplicates if the status changes again).Data Mapping & HTML: Extract the Name, Email, and Notion URL from Monday.com and dynamically map them into your existing HTML template.Mailchimp Delivery: Connect the mapped data to Mailchimp to dispatch the personalized welcome email instantly.Status Update & Error Handling: Once sent, the script will automatically update the Monday.com item (e.g., "Welcome Email Sent"). I'll also add basic error routing to handle cases like missing email addresses or broken links without crashing the scenario.

Budget: 150 USD Deadline: 3 days

Hello, Mariia.
I have worked on similar projects — I know the nuances and will do exactly what is described. There are a few clarifications before starting.
The final price/timeframe will be determined after all clarifications.

Profile: Freelancehunt
Reviews: Freelancehunt

Budget: 150 USD Deadline: 5 days

What trigger do you plan to use to track the status change in Monday.com: a webhook on the status column or watch items? The scenario is clear: a trigger by status, the module receives Client Name, Email, Client Portal URL from Notion, substitution in the HTML template, sending via Mailchimp, marking in Monday.com about the sending. I will add a check for empty fields and a filter to prevent resending to the same client. I am ready to start immediately, approximately 5 days for delivery.

Budget: 150 USD Deadline: 4 days

I am creating a scenario in Make.com: a trigger for status change in Monday.com, reading Client Name, Email, Client Portal URL, substituting into an HTML template, sending via Mailchimp API, marking the item as sent. I will add checks for empty fields and deduplication by email to ensure the email is not sent again. I am ready to deliver in 4 days.

Budget: 150 USD Deadline: 1 day

Hello, I will do it quickly and inexpensively, write for discussion, thank you.