Personal-CRM Monica for relationship management
Monica is the open-source personal-CRM, built for tracking the people in your life, not the customers in your business. The data model centers on Contacts with rich relationship metadata (birthdays, anniversaries, notes from your last call, family members, gift ideas, conversations you've had). Nine actions cover the operational surface for relationship management: Create Conversation, Add Conversation Message, Create Call, Create Note, Create Task, Create Tag, Create Journal Entry, Create Contact Field, Update Contact. No triggers today (Monica is request-response). The integration uses a Monica API token. Common patterns are smaller-scale than the business CRMs: a Calendar event for "Mom's birthday" fires a workflow that creates a Monica reminder and a journal entry; or a phone call summary from a conversation app creates a Conversation and Conversation Message in Monica to keep the personal-relationship log accurate. Most useful for solo users with Monica self-hosted.
No credit card required · Set up in under 2 minutes
Every action accepts dynamic inputs from upstream nodes, whether that's an AI output, a form field, or a search result.
| Action | What it does | Open action |
|---|---|---|
| Add Monica CRM Conversation Message | Logs a message exchange (what was said, by whom, when) in Monica's conversation log. For "auto-log my SMS conversations into the personal CRM" workflows. | |
| Create Monica CRM Call | Logs a phone call with contact, duration, content summary. For "auto-log calls from phone provider into the personal CRM" workflows. | |
| Create Monica Contact Field | Attaches additional info (extra phone, alternate email, custom data) to a contact. For enrichment workflows that augment personal CRM records. | |
| Create Monica Conversation | Starts a new conversation thread (group of related messages) with a contact. For organising multi-message exchanges into discrete threads. | |
| Create Monica Journal Entry | Creates a personal journal entry in Monica (personal-CRM concept of capturing thoughts/notes about life). For "auto-import journaling from external tool" workflows. | |
| Create Monica Note | Attaches a note to a contact's record. For "logged a thought about this friend → save to their CRM record" personal-relationship management workflows. | |
| Create Monica Tag | Creates a new tag in Monica. Tags help categorise contacts. For setup workflows that pre-create tag taxonomies. | |
| Create Monica Task | Creates a personal-relationship task (e.g., "remember to call Mom this weekend"). For "calendar reminder + Monica task" personal-life automation. | |
| Delete Monica Tag | Removes a tag (and disassociates from any contacts). For "consolidate tags into canonical taxonomy" cleanup workflows. |
Clone any recipe and customize it in one click. Every recipe is fully editable.
Tiny Command counts a run the moment a trigger fires. Filtering early means only matching events spend your usage budget.
Connect Monica Crm once and every workflow on your account can use its triggers and actions. You don't have to re-auth per workflow.
Every Monica Crm field shows up in the visual picker for downstream nodes. The raw payload is there for power users, optional for everyone else.
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