monday.com

Getting Started
Connecting Monday to Integromat
Boards
     Add a Subscriber to the Board
     List Boards
     List the Groups of a Board
     Move a Group to Another Board
     Move Pulses to Another Group/Board
     Get a Board
     Create a New Group in the Board
     Delete a Group in the Board
     Archive a Board
     Create a Board
     Add a New Column to the Board
Pulses
     Create a New Pulse in the Board
     Update a Pulse
     Delete a Pulse
     Duplicate a Pulse
     Get a Pulse
     Add a Subscriber to the Pulse
     List Pulses in the Board
     List Account's Pulses
     Watch New Account's Pulses
     Watch New Pulses in the Group or in the Board
     Watch New Pulses in the Board
Columns
     Get a Column's Value for a Pulse
     Update a Column's Value
     Update a Numbers Column's Value
     Update a Person Column's Value
     Update a Status Column's Value
     Update a Tags Column's Value
     Update a Text Column's Value
     Update a Timeline Column's Value
     Update a Status-Column Index to a Label
     Watch a Column Value for a Pulse
Subscribers
     Get a User
     List Users
     Remove a Subscriber from the Board
     Remove a Subscriber from the Pulse
     Watch Subscribers in the Board
     Watch Subscribers in the Pulse
     Watch a Specific User's Posts
     Watch Users
Notes
     Create a Note
     List Notes Attached to the Pulse
     Watch Notes Attached to the Pulse
Updates
     Create an Update
     Delete an Update
     List Pulses's Update
     Watch the Pulse's Updates
     Watch Account's Updates
Tags
     Get a Tag
Troubleshooting
     Cannot access some boards

Getting Started with monday.com (formerly dapulse)

The monday.com modules allow you to monitor, create, update, and delete boards, pulses, columns, subscribers, notes, and updates in your monday.com account.

Prerequisites

  • A monday.com account

In order to use monday.com with Integromat, it is necessary to have a monday.com account. If you do not have one, you can create a monday.com account at auth.monday.com/users/sign_up.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting monday.com to Integromat

To connect your monday.com account to Integromat you need to retrieve your API Key from monday.com and enter it to the module's Create a connection dialog.

1. Copy the API Key from monday.com. You can find the API key at https://<your_domain>.monday.com/admin/integrations/api/.

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2. Paste the API Key in the Create a Connection dialog in the Integromat module.

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The connection to your monday.com account is now established.

Boards

Add a Subscriber to the Board

Adds a team member to a selected board.

Connection Establish a connection to your monday.com account.
Board ID Select the board you want to add the subscriber to.
User ID Enter (map) the user you want to add as a subscriber.
As admin If the option Yes is selected, the user will be added as an admin of the board.

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List Boards

Gets all of the boards for the account.

Connection Establish a connection to your monday.com account.
Limit Enter the maximum number of returned boards.
Only globals If this option is enabled, only global boards will be returned.
Order by latest If this option is enabled, the order will be set by the newest boards first.

List the Groups of a Board

Gets all of the groups for a selected board.

Connection Establish a connection to your monday.com account.
Board ID Select the board you want to retrieve groups from.
User ID Enter (map) the user you want to add as a subscriber.

Move a Group to another Board

Moves a group from one board to another.

Connection Establish a connection to your monday.com account.
Board ID Select the board you want to move the group from.
Group ID Select or map the group you want to move.
User ID Enter (map) the user performing the action.
Board ID Select or map the ID of the destination board the group is moved to.

Move Pulses to another Group/Board

Connection Establish a connection to your monday.com account.
Board ID Select or map the board you want to move the pulse from.
Pulses Add the pulses you want to move.
Owner ID Select or map the user performing the action.
Board ID Select or map the ID of the destination board the pulse is moved to. The default is the original board.
Group Select or map the destination group’s ID.
Force move to the board Enable this option to move the pulse to the destination board even if some columns do not exist in the destination board.

Get a Board

Returns details of a specific board.

Connection Establish a connection to your monday.com account.
Board ID Select the board you want to retrieve information about.

Create a New Group in the Board

Connection Establish a connection to your monday.com account.
Board ID Select the board you want to create a group in.
Title Enter the group’s title.

Delete a Group in the Board

Deletes a specific group.

Connection Establish a connection to your monday.com account.
Board ID Select or map the board you want to delete the group from.
Group ID
Enter or map the group’s ID you want to delete.

Archive a Board

Connection Establish a connection to your monday.com account.
Board ID Enter or map the ID of the board you want to delete.

Create a Board

Creates a new board.

Connection Establish a connection to your monday.com account.
Owner ID Select or map the ID of the board’s owner.
Name
Enter the board's name.
Description Enter the description of the new board you want to create.

Add a New Column to the Board

Connection Establish a connection to your monday.com account.
Board ID Enter or map the ID of the board you want to add a new column to.
Title
Enter the name for the new column.
Type Select the type of the new column.
Labels Add labels that define the status column.

Pulses

Create a New Pulse in the Board

Connection Establish a connection to your monday.com account.
Board ID Enter or map the ID of the board you want to add a new pulse to.
Group Select or map the group you want to add the pulse to.
Owner ID Select or map the owner of the new pulse.
Pulse's name Enter the name for the new pulse.
Update's text Enter the text for the update. Text can contain simple HTML tags for formatting the text.
Add to bottom If enabled the new pulse will be added to the bottom of the group.

Update a Pulse

Changes the name of a pulse.

Connection Establish a connection to your monday.com account.
ID Enter or map the ID of the pulse you want to update.
Name Enter the new name of the pulse.

Delete a Pulse

Connection Establish a connection to your monday.com account.
Pulse ID Enter or map the ID of the pulse you want to delete.
Archive Select whether you want to archive the pulse instead of deleting.

Duplicate a Pulse

Duplicates a Pulse within a Board.

Connection Establish a connection to your monday.com account.
Board ID Select or map the ID of the board where the pulse is located.
Group ID Enter or map the ID of the target group.
Pulse ID Enter or map the ID of the pulse that should be duplicated.
Owner ID Select or map the user who will own the new pulse. The default value is the board’s owner.

Get a Pulse

Retrieves details of a pulse.

Connection Establish a connection to your monday.com account.
Pulse ID Select or map the pulse you want to retrieve.

Add a Subscriber to the Pulse

Connection Establish a connection to your monday.com account.
Pulse ID Select or map the ID of the pulse you want to subscribe the user to.
User ID Enter or map the ID of the user you want to subscribe to the pulse.
As admin Select whether you want to set the user as an admin.

List Pulses in the Board

Connection Establish a connection to your monday.com account.
Board ID Select or map the board you want to list the pulses from.
Limit Enter the maximum number of returned pulses.
Order By Select whether you want to order by created at date or updated at date.
Start page Enter the start page [1..N] if you want to list previous/older items.
Merge types of columns to the result Select if, to merge types of columns into the result column data.

List Account's Pulses

Connection Establish a connection to your monday.com account.
Limit Enter the maximum number of returned pulses.
Since Set the start date of the range you want to retrieve pulses from. List of supported date formats. E.g. 2019-03-27
Until Set the end date of the range you want to retrieve pulses to. List of supported date formats. E.g. 2019-03-27
Order by latest Enable this option to order by newest pulses first.

Watch New Account's Pulses

Retrieves newly added pulses.

Connection Establish a connection to your monday.com account.
Limit Enter the maximum number of returned pulses.
Since Set the start date of the range you want to retrieve pulses from. List of supported date formats. E.g. 2019-03-27
Until Set the end date of the range you want to retrieve pulses from. List of supported date formats. E.g. 2019-03-27
Order by latest Enable this option to order by newest pulses first.

Watch New Pulses in the Group or in the Board

Connection Establish a connection to your monday.com account.
Board ID Select or map the ID of the board you want to watch for pulses.
Group Select or map the group you want to watch for pulses. If the field is left empty, then only the board selected above is watched for new pulses.
Limit Enter the maximum number of returned pulses.
Only newly created pulses If enabled, the module will trigger only when a new pulse is created. If disabled, the module will trigger when a pulse is created or updated.

Watch New Pulses in the Board

Connection Establish a connection to your monday.com account.
Board ID Select or map the ID of the board you want to watch for pulses.
Limit Enter the maximum number of returned pulses.
Only newly created pulses If enabled, the module will trigger only when a new pulse is created. If disabled, the module will trigger when a pulse is created or updated.

Columns

Get a Column's Value for a Pulse

Retrieves the value of a selected pulse and column.

Connection Establish a connection to your monday.com account.
Board ID Select or map the ID of the board you want to retrieve the value from.
Column ID
Select or map the column you want to retrieve the value from.
Board's pulse ID Select or map the pulse you want to retrieve the value from.

Update a Column's Value

Connection Establish a connection to your monday.com account.
Board ID Enter or map the ID of the board you want to update a column's value for.
Board's pulse ID Enter or map the pulse you want to update the value for.
Column ID
Enter or map the column you want to update the value for.
Column type Select the type of updated value.
Value Enter an updated value. Dates should be in a YYYY-MM-DD format (example: 2019-01-07). Person, status or timeline values can be mapped as collections, or as raw values. Timelines can be entered in the format <to : from>.

Update a Date Column's Value

Connection Establish a connection to your monday.com account.
Board ID Select or map the ID of the board that contains the date column's value.
Column ID

Select or map the column you want to update the value for.

The type of column must be date
Board's pulse ID Select or map the pulse you want to update the value for.
Date value Enter an updated value. Dates should be in a YYYY-MM-DD format (example: 2019-01-07).

Update a Numbers Column's Value

Connection Establish a connection to your monday.com account.
Board ID Select or map the ID of the board that contains the numbers column's value.
Column ID

Select or map the column you want to update the value for.

The type of the column must be numbers
Board's pulse ID Select or map the pulse you want to update the value for.
Date value Enter an updated value. Dates should be in a YYYY-MM-DD format (example: 2019-01-07).

Update a Person Column's Value

Connection Establish a connection to your monday.com account.
Board ID Select or map the ID of the board that contains the person column's value.
Column ID

Select or map the column you want to update the value for.

The type of column must be persons
Board's pulse ID Select or map the pulse you want to update the value at.
User ID Select or map the person you want to insert to the column.

Update a Status Column's Value

Connection Establish a connection to your monday.com account.
Board ID Select or map the ID of the board that contains the status column's value.
Column ID

Select or map the column you want to update the value for.

The type of column must be status
Color index

Select or map the desired status.

Board's pulse ID Select or map the pulse you want to update the value for.

Update a Tags Column's Value

Connection Establish a connection to your monday.com account.
Board ID Select or map the ID of the board that contains the tags column's value.
Column ID

Select or map the column you want to update the value for.

The type of column must be tags
Board's pulse ID Select or map the pulse you want to update the value for.
Tags Enter tags. You can add more using comma-separated tags. E.g. tag1,tag2,tag3

Update a Text Column's Value

Connection Establish a connection to your monday.com account.
Board ID Select or map the ID of the board that contains the text column's value.
Column ID

Select or map the column you want to update the value for.

The type of column must be text
Board's pulse ID Select or map the pulse you want to update the value for.
Text value
Enter the desired text value.

Update a Timeline Column's Value

Connection Establish a connection to your monday.com account.
Board ID Select or map the ID of the board that contains the timeline column's value.
Column ID

Select or map the column you want to update the value for. 

The type of the column must be timeline
Board's pulse ID Select or map the pulse you want to update the value for.
From
Enter a timeline column’s start date. The date should be in a YYYY-MM-DD format (example: 2019-01-07).
To Enter a timeline column’s end date. The date should be in a YYYY-MM-DD format (example: 2019-01-07).

Translate a Status-Column Index to a Label

Connection Establish a connection to your monday.com account.
Board ID Select or map the ID of the board that contains the status column's value.
Column ID

Select or map the column that contains the value you want to convert.

Type of the column must be status
Mapping direction Select whether you want to convert from label name to index number or from index number to label name.
Label/Index
Select the source label or the source index you want to convert.

Watch a Column Value for a Pulse

Triggers when the column value is updated.

Connection Establish a connection to your monday.com account.
Board ID Select or map the ID of the board that contains the column you want to monitor for changes.
Column ID Select or map the ID of the column that contains the pulse you want to monitor for changes.
Board's pulse ID Select or map the pulse you want to watch for changes.

Subscribers

Get a User

Returns details of a selected user.

Connection Establish a connection to your monday.com account.
User ID Select or map the user you want to retrieve information about.

List Users

Returns details of all users.

Connection Establish a connection to your monday.com account.
Limit Enter the maximum number of users returned in one cycle.
Order by latest Select the Yes option if you want to display the newest users at the top of the list.

Remove a Subscriber from the Board

Removes a subscriber from a board.

Connection Establish a connection to your monday.com account.
Board ID
Select or map the board you want to remove the subscriber from.
User ID Enter or map the user ID of the subscriber you want to remove from the board.

Remove a Subscriber from the Pulse

Removes a subscriber from a pulse.

Connection Establish a connection to your monday.com account.
Pulse
Select or map the pulse you want to remove the subscriber from.
User ID Enter or map the user ID of the subscriber you want to remove from the pulse.

Watch Subscribers in the Board

Triggers when a new subscriber is added to a board.

Connection Establish a connection to your monday.com account.
Board ID
Select or map the board you want to monitor for new subscribers.
Limit Enter the maximum number of users returned in one cycle.

Watch Subscribers in the Pulse

Triggers when a new subscriber is added to a pulse.

Connection Establish a connection to your monday.com account.
Pulse ID
Select or map the pulse you want to monitor for new subscribers.
Limit Enter the maximum number of users returned in one cycle.

Watch a Specific User's Posts

Triggers when the selected user creates a post.

Connection Establish a connection to your monday.com account.
User ID
Select or map the user whose posts you want to monitor.
Limit Enter the maximum number of posts returned in one cycle.

Watch Users

Triggers when a new user is created.

Connection Establish a connection to your monday.com account.
Limit Enter the maximum number of users returned in one cycle.

Notes

Create a Note

Creates a new note.

Connection Establish a connection to your monday.com account.
Pulse ID
Select or map the pulse you want to create a note for.
Title Enter the title for the new note.
Content Enter the content of the note.
Owners only Select the Yes option if the note can be edited only by the pulse owner. Select the No option to allow everyone to edit the note.

Delete a Note

Connection Establish a connection to your monday.com account.
Pulse ID
Select or map the pulse you want to delete the note from.
Note ID
Enter or map the ID of the note you want to delete.

List Notes Attached to the Pulse

Retrieves all notes attached to a selected pulse.

Connection Establish a connection to your monday.com account.
Pulse ID
Select or map the pulse you want to list notes from.

Watch Notes Attached to the Pulse

Triggers when a new note is added to the pulse.

Connection Establish a connection to your monday.com account.
Pulse ID
Select or map the pulse you want to watch for new notes.
Limit Enter the maximum number of notes returned in one cycle.

Updates

Create an Update

Creates a new update.

Connection Establish a connection to your monday.com account.
User ID
Select or map the user who will write a new update.
Pulse ID Select or map the ID of the pulse you want to add the update to.
Update's text Enter the update’s text (can contain simple HTML tags for formatting the text).

Delete an Update

Connection Establish a connection to your monday.com account.
Update ID
Enter or map the ID of the update you want to delete.

List Pulse's Update

Retrieves the update for a pulse.

Connection Establish a connection to your monday.com account.
Pulse ID
Select or map the pulse you want to retrieve updates from.
Limit Enter the maximum number of updates returned in one cycle.

Watch the Pulse's Updates

Triggers when an update is added to a pulse.

Connection Establish a connection to your monday.com account.
Pulse ID
Select (max 500 pulses can be displayed in the drop-down menu) or map the pulse you want to watch for new updates.
Limit Enter the maximum number of updates returned in one cycle.

Watch account's updates

Triggers when an update is added to your monday.com account.

Connection Establish a connection to your monday.com account.
Limit Enter the maximum number of returned updates.
Since Set the start date of the range you want to retrieve updates from. List of supported date formats. E.g. 2019-03-27
Until Set the end date of the range you want to retrieve updates till. List of supported date formats. E.g. 2019-03-27
Updated since Get updates that were edited or replied to after a specific date. List of supported date formats. E.g. 2019-03-27
Updated until Get updates that were edited or replied to before a specific date. List of supported date formats. E.g. 2019-03-27

Tags

Get a tag

Returns a selected tag.

Connection Establish a connection to your monday.com account.
Tag ID Enter or map the ID of the tag you want to retrieve.

Troubleshooting

Cannot access some boards

The monday.com modules should offer you the same list of boards that you see once you are logged in. The reason why you do not see some boards is that you use either a:

A) Company API Token that prevents you from seeing shared boards, or a
B) Personal API Token of a user who does not have access to these boards.

Solution to A: The modules we provide rely heavily on the underlying API that monday.com provides. The API currently does not return shared boards when using a Company API Token so we suggest to use a Personal API Token instead. To obtain it, follow these three steps:

inline531173685.png


Solution to B: Add the user whose Personal API Token you employ to the boards:

inline-1345846076.png

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