Overview
monday.com is a cloud-based open platform that allows businesses to create their own work management tools and applications. It started out as a work collaboration tool in 2014 and has expanded over the years to become a collaboration tool for many workflows, including customer relationship management (CRM), project management, software development, human resources (HR), marketing, and more.
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Transactions ingested from the monday.com platform into the XMP are labeled as verified transactions.
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monday.com Integration Business Use
Human Resources teams that track hiring and onboarding tasks on monday.com boards integrate with Experience.com to automate critical aspects of the onboarding process, including communication workflows, informative campaigns for new hires, and strategically timed check-in surveys such as the essential 30-, 60-, and 90-day assessments.
Integrating Experience.com and monday.com enhances efficiency, ensures timely interactions, and streamlines the onboarding journey, ultimately fostering a more engaging and productive work environment.
Prerequisites for Configuring a monday.com Integration
Several prerequisites must be met before Experience.com can access and ingest process or project data from monday.com. monday.com uses Zapier’s technology to integrate with Experience.com and other applications. To integrate with monday.com via Zapier, you will need:
An access token obtained from the monday.com account
The API token can be found in monday.com by clicking on your profile picture, and opening the developers section. Then click on ‘My Access tokens’ in the menu on the left of the page.
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Configuring the monday.com Integration
To configure the integration between monday.com and Experience.com, you will first need to create an ingestion configuration in the XMP using the access token obtained from your monday.com account. Then, a Zap can be created in Zapier to automate ingestion based on changes within or in relation to a monday.com board.
Take the following steps to get started:
Create a monday.com Ingestion Configuration in the XMP
To create a new configuration, navigate to the Account Settings page and open the Ingestion Settings. Scroll to find and click monday.com, and then click the blue “New Connection” button.
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Scroll down to the bottom of the ingestion set up, ensure the Activate Connection setting is checked, then click the blue Save button.
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Create a monday.com Zap in Zapier
Log in to Zapier, then click Create Zap.
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Test the trigger fields by clicking the purple Test button to ensure all the data flows properly from monday.com to Zapier. When the Test data is displayed, ensure it is correct, then click Continue with selected record.
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Create an Action for Experience.com to Retrieve the Data
Click 2. Action, then search for and select Experience.com from the list of apps.
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In the Account sub-menu, click Connect a new account. When re-directed, enter the API key that you retrieved from the account’s ingestion set-up in the XMP and click Continue.
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Map monday.com fields in Zapier
When the Action menu expands, each field from monday.com needs to be mapped to an Experience.com field. For each field provided on the screen by Zapier, type or insert the corresponding field from monday.com:
Zapier Fields | monday.com Fields |
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Board Id | Event Pulse ID |
Item ID | Item ID |
Pulse ID | Event Pulse ID |
Person Name | Person |
Item Created Date | Date |
Pulse Name | Event Pulse Name |
Group Name | Group Name |
creator id | Person |
Group ID | Event Group ID |
Trigger Time | Event Trigger Time |
Status | Group Name |
custom field one | Email Email |
custom field two | Phone |
custom field three | Files |
custom field four | App |
Candidate Email | Email Email |
Candidate Phone Number | Phone |
When the fields have all been mapped, click Retest & Continue to test that data is pulling into all of the places it should be.
Finally, click Done Editing, then turn the Zap on with the toggle at the top of the page.
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