monday.com is a popular workflow management tool. It lets you create efficient cross-team workflows and automations for better collaboration and maximum productivity.
RudderStack supports monday.com as a destination to which you can seamlessly send your event data.
Find the open source transformer code for this destination in the GitHub repository.
Once you have confirmed that the source platform supports sending events to monday.com, follow these steps:
From your RudderStack dashboard, add a source. Then, from the list of destinations, select Monday.
Assign a name to the destination and click Continue.
Connection settings
To successfully configure monday.com as a destination, you will need to configure the following settings:
API Token: Enter the API token from your monday.com dashboard.
Board ID: Enter your monday.com board ID.
Group Title: Enter the group title of your board if you want to add an item to a specific group.
For more information on getting these details, refer to the FAQ section below.
Columns to property mapping: Enter the column names from your monday.com board and the corresponding RudderStack event properties to be mapped.
The column names provided in the mapping should be existing in your monday.com board.
RudderStack will only update the column names provided in this mapping.
Client-side events filtering
This setting lets you specify the event names which should be allowed to flow through to monday.com.
RudderStack will discard the events not included in the allowlist.
Track
You can use the track call to create an item in your board. To do so, you need to specify the Board ID and Columns to property mapping in the dashboard settings.
You can also override the board ID mentioned in the RudderStack dashboard by passing it in the externalId in the track call. A sample track call for the same is shown below:
rudderanalytics.track("create an item",{"status":"Done","latitude":"50.32","longitude":"46.32","address":"New York, USA","mobile_number":"+1-202-555-0146","countryShortName":"US"},{"externalId":[{"type":"boardId","id":"3536273222"}],});
The event passed in the track call should be added in the Allowlist connection setting, otherwise it will be discarded.
Supported column types
The following column types can be updated while creating a new item on the board. You can map the properties for these columns in the RudderStack dashboard:
Column types
Notes
Status
Pass the exact (existing) value.
Numbers
Float or integer format.
Text
-
Checkbox
If you map a checkbox column, the checkbox value will be set to true by default. Reference.
Country
Requires both the country name and code.
Email
Pass the email address and optional text to link the email address.
Item name
-
Link
Pass the URL along with the text for the link.
Location
Pass the address along with latitude and longitude details.
Long Text
String can be up to 2000 characters.
Phone
Pass the phone number along with country short name (a two-letter code, for example, US).
Rating
Should be an existing (≤ maximum) rating value.
World Clock
The timezone should be passed in the continent/city format, for example, Europe/London.
Property mapping
RudderStack maps the following event properties to the corresponding monday.com properties:
RudderStack property
Monday property
Presence
Notes
properties.name
item_name
Required
By default, RudderStack maps the attributes passed here to the first column value.
properties.countryCode
countryCode
Required, if country column needs to be updated.
Must be passed in the ISO-2 country code format (a two-letter code), for example, US. Reference.
properties.countryShortName
countryShortName
Required, if phone column needs to be updated.
Must be passed in the ISO-2 country code format (a two-letter code), for example, US. Reference.
properties.latitude
lat
Required, if location column needs to be updated.
-
properties.longitude
lng
Required, if location column needs to be updated.
-
properties.emailText
text
Optional
Can be used to add a hyperlink to the email address text on the board.
properties.linkText
text
Optional
Can be used to add a hyperlink to the text on the board.
FAQ
Where can I find the monday.com API token?
To get the monday.com API token, follow these steps:
This site uses cookies to improve your experience while you navigate through the website. Out of
these
cookies, the cookies that are categorized as necessary are stored on your browser as they are as
essential
for the working of basic functionalities of the website. We also use third-party cookies that
help
us
analyze and understand how you use this website. These cookies will be stored in your browser
only
with
your
consent. You also have the option to opt-out of these cookies. But opting out of some of these
cookies
may
have an effect on your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This
category only includes cookies that ensures basic functionalities and security
features of the website. These cookies do not store any personal information.
This site uses cookies to improve your experience. If you want to
learn more about cookies and why we use them, visit our cookie
policy. We'll assume you're ok with this, but you can opt-out if you wish Cookie Settings.