monday.com
Introduction
The monday.com connector in DBSync Cloud Workflow facilitates seamless integration with monday.com to enhance project management automation. This guide provides comprehensive instructions for setting up, configuring, and effectively using the monday.com connector to synchronize data between monday.com and other applications within DBSync.
Prerequisites
A DBSync Cloud Workflow account.
A monday.com account.
Necessary permissions to manage connectors in DBSync.
Setting up the monday.com connector
Configure the monday.com connector in DBSync
Log in to your DBSync Cloud Workflow account.
Navigate to Connectors > Add New Connector.
Select monday.com from the list of available connectors.
Click on login with monday.com and select the account you want to connect by selecting it from the dropdown in the top right corner and authorize it.
Basic operations with the monday.com connector
The monday.com connector allows you to automate various data interactions, including creating items, updating boards, and retrieving data.
Use Case 1: Create a new item on a board
Create a new Workflow in DBSync.
Add an Action Step and choose the monday.com connector.
Select the action as Create Item.
Board ID: Enter the ID of the board where the item will be created.
Item Name: Specify the name of the item.
Column Values: Include data for specific columns in JSON format (e.g.,
{"status": "In Progress", "priority": "High"}).
Save and test the action to ensure the item is created on the specified board.
Use Case 2: Update an existing item
In your Workflow, add an Action Step for the monday.com connector.
Select Update Item as the action.
Item ID: Provide the ID of the item you want to update.
Column Values: Define the updated data in JSON format.
Save, test, and execute the workflow to apply changes to the item in monday.com.
Advanced Configuration
Custom Queries
You can use custom GraphQL queries to fetch or manipulate data more flexibly. Example of a query to fetch board details:
Use the Query action step in DBSync and design your queryy.
Data Mapping
To map data between monday.com and other integrated platforms:
Use the Mapping tool in DBSync.
Map source fields from monday.com to the destination application fields.
Configure transformations as needed for data alignment.
Error Handling
Common Issues
Authentication Errors: Verify that the API token is correctly inputted and has adequate permissions.
Invalid Board or Item ID: Ensure IDs used in workflows are correct and accessible.
Rate Limits: monday.com enforces API rate limits. Implement delay or retry mechanisms in workflows to avoid hitting limits.
Troubleshooting Tips
401 Unauthorized: Revalidate the API token.
GraphQL Syntax Errors: Double-check the structure of custom queries.
Network Issues: Confirm that DBSync has connectivity to monday.com.
Best Practices
Secure API Tokens: Do not share your API tokens and rotate them periodically.
Test Workflows: Run workflows in a test environment before deploying them to production.
Optimize API Calls: Avoid excessive data fetches by refining queries to request only necessary fields.