monday.com Integration
- Gabrielle Pollack
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.
Experience.com’s monday.com integration solution allows enterprise customers to automatically send surveys to desired recipients during and after key moments in any part of a project or lifecycle taking place in the software. The monday.com integration allows you to:
Ingest project/process data from monday.com boards into Experience.com.
Map ingested data to campaigns within the account
Automate campaigns and send surveys to project participants and partners based on role, transaction type, or location.
Transactions ingested from the monday.com platform into the XMP are labeled as verified transactions.
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:
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.
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.
Create a name for the connection, then enter the Access token retrieved from your http://monday.com account. Click outside of the text boxes to allow the system to validate the credentials.
When the connection is validated, enter a point of contact, which is required to activate the connection.
Scroll down to the bottom of the ingestion setup, ensure the Activate Connection setting is checked, then click the blue Save button.
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.
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
Log in to Zapier, then click Create Zap.
Click 1. Trigger to start building the Zap.
In the search bar, search for and select monday.com from the list of Apps.
Once you have chosen monday.com as the app, select the trigger event, for example, Specific Column Value Changed in Board. Then, click Continue.
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.
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
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.
Add a Filter to the Zap
Click 2. Action, then search for and select Filter (only proceed when a condition is set).
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.).
Create an Action for Experience.com to Retrieve the Data
Click the + button to add a new action, then search for and select Experience.com from the list of apps.
From the Events list, search for monday.com and select Retrieve monday.com Data, then click Continue.
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.
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 |
|---|---|
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.
Once the Zap is enabled, data will be pulled in from monday.com and into Experience.com for transaction ingestion. Because of the API connection within the integration, data is transferred more often than on a daily basis. Transactions will typically be processed within hours of the status update.