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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:
A Zapier Starter package plan ($19.99/mo)
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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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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Create a name for the connection, then enter the Access token retrieved from your http://monday.com account. Click outside of the textboxes text boxes to allow the system to validate the credentials.
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Scroll down to the bottom of the ingestion set upsetup, ensure the Activate Connection setting is checked, then click the blue Save button.
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When the Smartsheet configuration has been verified and connected, click back into it to access the API Key.
When called for in the instructions, locate the API Key and click the copy button to copy it to your computer’s clipboard.
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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 Zap in Zapier
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In the Account sub-menu, click Connect a new account. When re-directed, enter the access token that you retrieved from your. monday.com account and click Continue.
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Customize the Trigger
In the Trigger sub-menu, select the following menus from the expandable menus, then click Continue.
Board: the board that the process or project is tracked on; should include status fields and people fields to successfully trigger campaigns.
Column ID: the column that should trigger a campaign based on its change
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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 the selected record.
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Add a Filter to the Zap
Click 2. Action, then search for and select Filter (only proceed when a condition is set).
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Under the Filter setup & testing section, use the dropdown menus to set the condition to only continue if the field status matches the corresponding option for when to trigger the campaign (for ex: done, finished, complete, etc.).
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Create an Action for Experience.com to Retrieve the Data
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the + button to add a new action, then search for and select Experience.com from the list of apps.
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From the Events list, search for monday.com and select Retrieve monday.com Data, then click Continue.
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