Unify Automations
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Monday

Monday

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3 mins READ

Monday.com is a work operating system that facilitates project management by organizing tasks and tracking progress.

Integrating it with your application streamlines task assignment, progress tracking, and team collaboration, improving overall project efficiency.

Authentication

Ensure you have the following information ready for a seamless integration process:

  • Connection Name: Select a descriptive name for your connection, like "MyAppMondayIntegration". This helps easily identify the connection within your application or integration settings.

  • Authentication Type: Monday.com supports API tokens for authentication. This method ensures secure access to Monday.com's functionalities and data.

  • Access Token: You can create an access token using two methods-

    • Via Admin tab

    • Via Developer tab

Access Token Creation

  1. Admin tab :

    • Click on your profile icon in the top right corner of your Monday.com account to access the main menu.

    • Select "Admin" to go to the administration section.

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      Note

      Only users with admin access can act in the administration section.

    • Navigate to the "API" section under "Connections".

    • Generate or copy your existing API token in the "API Token" section. Treat this token with high confidentiality, as it allows access to your Monday.com account.

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  2. Developer tab : 

    • Click on your profile icon in the top right corner of your Monday.com account to access the main menu.

    • Select “Developer”. This will open the Developer Center in another tab.

    • In the Developer Center, on the left navigation menu, click on “My Access Tokens”.

    • Generate or copy your existing API token in the "API Token" section. Treat this token with high confidentiality, as it allows access to your Monday.com account.

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      Frame 4686.png

Actions

ActionsDescription
Archive record Archives a record, e.g. item, in Monday.com
Clear column Clears a column value in Monday.com
Create recordCreates a record, e.g. item, in Monday.com
Delete record Deletes a record, e.g. item, in Monday.com
Get recordGets a record, e.g. item, in Monday.com
Update recordUpdates a record, e.g. item, in Monday.com
Get user detailsGets a user details from Monday.com
Search recordsSearch records, e.g. users, in Monday.com
Upload fileUploads a file in Monday.com
Move recordMoves a record, e.g. item, in Monday.com
Custom actionProvide and run custom GraphQL query in Monday.com

Triggers

ActionsDescription
New itemTriggers when a new item is created in Monday.com
New moved item to groupTriggers when a new item moved to group in Monday.com
New userTriggers when a new user joins in Monday.com
Updated any column valueTriggers when any column value is updated in Monday.com
Updated specific column valueTriggers when a specific column value is updated in Monday.com