Prerequisites

API token

To fetch the API token from monday.com, please log in to monday.com and click on your avatar in the bottom left corner > Admin > API > Generate an 'API v2 Token'.


Triggers

⚡️ New Board

Description: Triggers whenever a new board is created in your account.

Data limits: Maximum of 100 boards in a single data check interval. For example, if you are on the Startup plan, the data check time is 2 minutes. A maximum of 100 boards every 2 minutes would be fetched. If there are more than 100 boards received in 2 minutes, there might be a loss of data.

⚡️ New Item

Description: Triggers whenever a new item is created in your account. Optionally, you may specify the board name and the Bot will look for new items there only.

Data limits: Maximum of 100 items in a single data check interval. For example, if you are on the Startup plan, the data check time is 2 minutes. A maximum of 100 items every 2 minutes would be fetched. If there are more than 100 items received in 2 minutes, there might be a loss of data.

⚡️ Updated Item

Description: Triggers whenever an existing item is updated/modified in the specified board. You would need to specify the board name in which the Bot will look for modifications to existing items. Optionally, you may specify the column too and the Bot will trigger when it sees any modifications to records in that column only.

Data limits: Maximum of 100 modified items in a single data check interval. For example, if you are on the Startup plan, the data check time is 2 minutes. A maximum of 100 modified items every 2 minutes would be fetched. If there are more than 100 modified items received in 2 minutes, there might be a loss of data.

⚡️ New Update

Description: Triggers whenever there is a new added for any existing item in the specified board. You would need to specify the board name in which the Bot will look for updates for existing items. Optionally, you may specify the column too and the Bot will trigger when it sees any updates for the records in that column only.

Data limits: Maximum of 100 updates in a single data check interval. For example, if you are on the Startup plan, the data check time is 2 minutes. A maximum of 100 updates every 2 minutes would be fetched. If there are more than 100 updates received in 2 minutes, there might be a loss of data.

⚡️ New User

Description: Triggers whenever there is a new user added to your monday.com account.

Data limits: Maximum of 100 users in a single data check interval. For example, if you are on the Startup plan, the data check time is 2 minutes. A maximum of 100 users every 2 minutes would be fetched. If there are more than 100 users received in 2 minutes, there might be a loss of data.


Actions

✅ Add Item

Description: Used to create a new item in the specified board. You would need to provide the name of the item to be created as well as other mandatory fields relevant to the board (if any).

Note: If you see a group field like the one shown below, please ensure to provide value to both fields.

✅ Search Items

Description: Used to fetch an item based on search criteria from the specified board. You would need to provide the item name or the item ID as the search criteria.

Unsupported items: This action cannot fetch the item from all the boards. It works only if you specify the board and if the item is found in the specified board.

Note: The item ID is a unique alphanumeric value assigned to each item automatically by monday.com and is non-changeable. Hence, if you do not have the item ID, we'd recommend you using the item name as the search criteria.

✅ Update Item

Description: Used to update/modify an existing item based on the specified board and the item ID mapped. To fetch the item ID, you need to use the Search Items action right before this action. Please refer to the below screenshot for reference.

✅ Archive Item

Description: Used to archive an existing item. You would need to provide the item ID for the Bot to archive the relevant item.

✅ Add Update

Description: Used to add a new update to an existing item. You would need to provide the item ID and the body for the Bot to add the update to the relevant item.

✅ Add Group

Description: Used to create a new group in an existing board. You would need to specify the board as well as the group name to create the new group.

✅ Search Groups

Description: Used to search for an existing group in your board. You would need to provide the group ID or the group name to be searched for.

✅ Duplicate Group

Description: Used to duplicate/clone an existing group within the same board. You would need to specify the board, group ID as well as the title of the new group to be created. To fetch the group ID, please use the Search Groups action right before this action.

✅ Move Item to a Group

Description: Used to move an existing item to an existing group. You would need to provide the item ID as well as the group ID. You would need to add the Search Items and the Search Groups action before this action to fetch the item ID and the group ID respectively. Please refer to the below screenshot for reference.

✅ Add Column

Description: Used to create a new column in the specified board. You would need to specify the board, column title as well as the column type to be created.


Common issues with monday.com Integration

❗️ Error: Invalid value. Please refer to our API documentation for the correct data structure. https://monday.com/developers/v2#column-values-sectioncolumn_value: {"date"=>"2021-02-10", "time"=>"12:47:16 PM"}; column_type: DateColumn. I am using Add Item or Update Item action.

This error indicates a validation problem with a field we tried while creating/updating an item. Firstly, we need to identify the field name with which the issue occurs. The target field will be shown in curly braces "{}". As per the above example error, the target field is date and time. Usually, it's the date and time-related fields which cause this error. We simply need to use Formatter's Format Date action in between and use the Formatted Date/Time while adding/updating an item.

❗️ I do not see any member-related fields while configuring the Bot.

As of now, we do not support fields related to members due to some limitations from monday.com API.

❗️ Internal Server Error.

This error usually occurs when the data that is being sent to monday.com API is in an invalid format. Please reach out to our support team to get this issue investigated. Alternatively, please refer to this link for more information.

❗️ I do not see sub-items/sub-tasks while configuring the Bot.

As of now, we do not support any triggers or actions for sub-items yet however, we have it added to our roadmap to be considered in the future.

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