If you’re running a retail or service business, you’ve likely experienced this situation:
A client makes a payment and sends a receipt, but not by email.
Instead, it appears in your Instagram DMs, WhatsApp, or Viber.
Maybe even a photo of a paper check or a screenshot from their banking app.
In moments like this, your communication becomes a mix of quick chats and visual confirmations, and that’s exactly when Capture for monday.com helps you turn messages into tasks in seconds.
No more scrolling through chat threads or searching for screenshots later.
Every customer message becomes a structured, trackable task right inside monday.com – automatically.
And that message usually looks something like this 👇
Client (WhatsApp):
That’s great news – the client has paid! 🎉
But then the work begins:
Someone needs to log this payment in your system.
A task must be created for accounting.
The CRM record updated.
The delivery team notified.
But your workflow lives inside monday.com, where your team tracks payments, deliveries, and customer activity.
Without automation, you end up switching between apps, saving screenshots, and creating tasks manually.
This manual chaos wastes hours and increases the risk of errors.
⚙️ The Solution: Capture for monday.com
Capture for monday.com lets you instantly turn any message – no matter where it comes from – into a structured task in monday.com.
You can:
Take a screenshot of a client’s message or payment receipt.
Add notes or annotations.
Choose your monday.com board and workspace.
And create a new task in seconds – without leaving your chat window.
Here’s how you can do it – step by step.
🧭 Step-by-Step Guide: How to Create a monday.com Task from WhatsApp with Capture
🔹 Step 1: Make Sure You Have Capture Installed
Before starting, check that you’ve installed Capture for monday.com:’
Before You Start
Enable the Capture extension in the top-right corner of your browser.
If it’s not installed yet, try it today with a free 14-day trial and discover why it’s the most efficient screenshot manager for modern teams:
👉 check the step-by-step guide: How to install Capture for monday.com
⚠ To use Capture, you must have:
A monday.com account with the Capture for monday.com app installed.
Capture in Chrome for monday.com from the Chrome Web Store.
📦 You can install both from the Chrome Web Store and monday Apps Marketplace.
Once installed, sign in with your monday.com account.
🔹 Step 2: Open WhatsApp Web
Go to web.whatsapp.com and open the conversation where the client sent the payment confirmation.
This is your starting point – the place where Capture will work its magic.
🔹 Step 3: Launch Capture from Your Browser Toolbar
Click the puzzle icon (🧩) in Chrome, find Capture for monday.com, and open it.
🔹 Step 4: Create or Choose a Template
If you’re doing this for the first time:
Click Create Template.
Name it something like Client Payment Confirmation.
Select your Workspace and Board (for example, “Retail Orders” or “Finance”).
Choose which fields to fill in automatically:
- Item Name
- Client
- Payment Status
- Description
- Attachments
💡 Pro Tip: Templates save hours of repetitive work – once you build one, reuse it for every future payment message.
🔹 Step 5: Capture the Payment Message
Click Create New Task and take a screenshot of the message or attached receipt.
You can:
Select only the needed fragment.
Add arrows, notes, or highlights.
Blur sensitive information.
Even record a short video if needed.
This visual proof will automatically attach to your monday.com task.
🔹 Step 6: Add the Screenshot and Fill Out Details
In the Capture pop-up:
Paste the screenshot into the Description field.
Add a note, e.g.: “Payment received for Order #2456 – pending confirmation.”
Fill in other fields like client name and amount.
🔹 Step 7: Create the Task in monday.com
Click Create.
Capture instantly:
Creates a task in your chosen monday board.
Attaches the annotated screenshot.
Populates all fields.
Sends a notification to assigned teammates.
Everything is centralized – no screenshots lost in chats, no manual updates.
🔹 Step 8: Repeat in Seconds
Next time a client sends a check via WhatsApp, Viber, or even Instagram – you can reuse the same template.
In just a few clicks, you’ll convert any message into a structured, trackable task in monday.com.
🧠 Why It Matters
💬 Collect feedback from users right from chat apps.
📸 Client feedback with screenshots – perfect for retail support or service follow-ups.
⚙️ Automate workflows in monday.com for payments, deliveries, and customer management.
🧰 Task Creator for monday.com turns daily messages into tasks automatically.
📧 Capture emails to monday.com when receipts arrive via email.
🎯 The Result
Your business stays organized even when clients message you from anywhere – WhatsApp, Viber, Instagram, or email.
Payments are tracked, tasks are created, and your CRM stays in sync.
No missed orders. No lost confirmations. Just smooth workflow automation powered by Capture for monday.com.
