monday.com connector

What is monday.com?

monday.com is a versatile project management software that enables users to manage all their projects efficiently in one centralized platform. Teams can create customizable workflows, track project progress, assign tasks, and collaborate in real-time. Additionally, the platform can be utilized as a CRM for overseeing ad campaigns, tracking leads, managing customer relationships, and monitoring marketing performance metrics.

About Kissflow's monday.com Integration

The monday.com connector of Kissflow Integration facilitates the seamless connection and synchronization of monday.com boards with various third-party apps and Kissflow apps. To integrate with monday.com, users must possess a valid monday.com account and be a paid customer of Kissflow.

A marketing team uses Kissflow to manage its campaign approval process. When a new marketing campaign is created in Kissflow, it goes through multiple approval stages involving different stakeholders. Using the trigger "When an item completes its workflow," once a campaign is fully approved, Kissflow automatically creates a new board on monday.com with the campaign name, then creates appropriate groups for different marketing activities (social media, email, content, etc.), and populates each group with relevant items including deadlines, assignees, and budget allocations.

Currently, there are no triggers for the monday.com connector.

Actions in monday.com connector

Configuring monday.com connector

1. Inside your Kissflow account, navigate to the left navigation bar and click the Create button. Then, click the integration button to set up a new integration. Provide a name and description for your integration.

2. Once inside your editor, set up a trigger step, for example, a Kissflow Process trigger event, When an item completes its workflow.

3. After setting up your trigger step above, click the Add button (+) next to set up your action step. Search for monday.com and select the action event Create a board.

   

4. After choosing your action event, authenticate the connector. Click +Add an account. You'll need to enter your monday.com API token for authentication. To find your personal token:

   • Log into your monday.com account

   • Click your profile picture in the top right corner

   • Select Developers to open the Developer Center in a new tab

   • Click My Access Tokens > Show

   • Copy your personal token

5. Enter this token in the authentication field in Kissflow. This will establish the connection between Kissflow and your monday.com account.

6. After authenticating with your monday.com account, add relevant values against the monday.com form fields. You can hit Refresh fields to view all the updated fields in the selected board. You can also map fields from your trigger step or fields from your previous action steps. These values will be automatically added to item fields after the action is executed. 

   

    

7. After a successful configuration, test whether your monday.com action step is set up correctly by clicking the Test button. The connector will pull field data from your selected monday.com account and display it as a JSON output. Similar to the trigger step, errors are notified to you right away. Fix them before retesting the action step.

Setting up a monday.com connector

After creating a custom workflow with your monday.com connector's action steps, switch ON the toggle button to activate the integration run. Once a trigger event occurs, the monday.com action is executed.