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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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Actions

Actions

Description

Archive record 

Archives a record, e.g. item, in Monday.com

Clear column 

Clears a column value in Monday.com

Create record

Creates a record, e.g. item, in Monday.com

Delete record 

Deletes a record, e.g. item, in Monday.com

Get record

Gets a record, e.g. item, in Monday.com

Update record

Updates a record, e.g. item, in Monday.com

Get user details

Gets a user details from Monday.com

Search records

Search records, e.g. users, in Monday.com

Upload file

Uploads a file in Monday.com

Move record

Moves a record, e.g. item, in Monday.com

Custom action

Provide and run custom GraphQL query in Monday.com

Triggers

Actions

Description

New item

Triggers when a new item is created in Monday.com

New moved item to group

Triggers when a new item moved to group in Monday.com

New user

Triggers when a new user joins in Monday.com

Updated any column value

Triggers when any column value is updated in Monday.com

Updated specific column value

Triggers when a specific column value is updated in Monday.com