Dela via


monday (Preview)

Monday is a customizable web and mobile work management platform, designed to help teams and organizations with operational efficiency by tracking projects and workflows, visualizing data, and team collaboration.

This connector is available in the following products and regions:

Service Class Regions
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name Plugin Genie Support
URL https://plugingenie.com
Email support@plugingenie.com
Connector Metadata
Publisher Plugin Genie LLC
Website https://plugingenie.com
Privacy Policy https://plugingenie.com/privacy-policy
Categories Business Management;Sales and CRM

The monday integration helps automate and connect your business workflows in monday to the large ecosystem of connectors available in Power Automate. Use it to automatically create a variety of objects in monday, such as items, boards, updates, notifications, subitems, columns, groups, and workspaces. Trigger flows in Power Automate based on a variety of actions taken in monday, such as item creation, item column changes, or updates.

Prerequisites

In order to use this connector, you will need the following:

  • An active monday.com account
  • Have installed the Microsoft Power Automate app from the monday.com marketplace and subscribed to one of the plans
  • A Power Automate plan

How to get credentials

You need an active monday.com account. You also need to have installed the Microsoft Power Automate app in monday.com and signed up for a subscription to it.

Once this has been done, sign in to the monday connector in Power Automate with your monday.com credentials. This will authenticate your connection between monday.com and Power Automate to allow you to start using the connector.

Get started with your connector

  1. In monday.com, search the App marketplace for the Microsoft Power Automate app and add it to your monday account.
  2. If desired, add the Power Automate App Usage board view. The Power Automate App Usage view can be used to track the number of executions for each trigger/action for this connector to help avoid reaching your subscription limit.
  3. In Power Automate, when adding a monday action or trigger, search for the "monday" connector.
  4. After adding the monday action/trigger, sign in and authorize the app to start using it.

Below are some popular use cases along with the action/trigger used for each:

  • When a Microsoft Form is submitted, create an item in monday.com - Create an item in monday
  • Add created items in monday.com to an Excel spreadsheet - When an item is created
  • Trigger an email sending flow from a monday.com item - When a column changes
  • Automatically schedule an event or appointment from a monday.com item - When a column changes
  • When you receive a specific type of email in Outlook, create an item in monday.com - Create an item in monday
  • When a work item is created in Azure DevOps, create a monday.com item - Create an item in monday

Example: Adding Microsoft Form submissions to monday.com

This example assumes you've already followed the "Get started with your connector" section above.

To capture Microsoft Form submissions and automatically add them to a board in monday.com, follow the steps below to get started. After following the steps below, your flow should look similar to the following image:

Example to create an item from a Microsoft Form submission

  1. In Power Automate, click on the "New flow" button, then click on "Automated cloud flow" to create an automated cloud flow.
  2. Add a name for your flow (e.g. Add form submissions to monday) in the "Flow name" input.
  3. Type "form" into the search box to find the trigger labeled "When a new response is submitted" (from Microsoft Forms), and click on it to select it.
  4. Click the "Create" button to create an automated flow, which will take you to the flow editor.
  5. In the "When a new response is submitted" trigger, pick your form in the dropdown.
  6. Click the "New Step" button and in the search bar, search for the action "Get response details" (by Microsoft Forms). This action is needed to get the form data. Click on it to select it.
  7. In the Form Id input, select the same form in the dropdown as you had previously selected in the action above it.
  8. Click into the "Response Id" input. This will bring up a Dynamic Content window, which will allow you to select the "Response Id" field from the previous "When a new response is submitted" action. Select the "Response Id" dynamic content field.
  9. Click the "New Step" button and in the search bar, search for the "monday" connector.
  10. Click on the "monday" connector to select it. This will bring up a variety of monday actions that can be performed after a form submission.
  11. Scroll down and click on the action "Create an item" to select it. This will add the monday action to your flow.
  12. Next we will be filtering down the specific workspace/board/group we want the item to be added to. Select a workspace from the Workspace dropdown. Then select a board from the Board dropdown. Then select a group from the Group dropdown. Doing this will automatically populate all the supported fields that are available for your new item.
  13. Fill out the Item Name. This can be text you add manually or dynamic content from the "Get response details" action.
  14. Fill out any other desired fields, using the "Get response details" dynamic content. As before, you can get to this by clicking into the field inputs, which brings up a "Dynamic content" popup with the available fields from your form. Doing this, you can map the fields from each Microsoft Form field into the respective monday.com item columns. Be careful that each field is in the correct data format. The format is outlined in the placeholder text of each input field. For example, dates need to be in a specific format for monday to accept them.
  15. Once you are done, don't forget to click the Save button to save the flow. Once you've done so, any form submissions should show up in your desired monday board/group. If they do not, make sure that you've formatted the field correctly in the format monday expects, as outlined by the placeholder text in each input.

Known issues and limitations

Supported Column Types

Currently, only the following column types can be read or created in actions and triggers:

  • Boolean
  • Connect Boards (read only)
  • Date
  • Dropdown
  • Email
  • Hour
  • Label
  • Link
  • Location
  • Long Text
  • Mirror (read only)
  • Numeric
  • People
  • Phone
  • Priority
  • Rating
  • Status
  • Tag
  • Text
  • Timeline
  • Timezone
  • Week
  • World Clock

The following column types are not supported:

  • Auto number
  • Button
  • Color Picker
  • Country
  • Creation Log
  • Dependency
  • Files (assets)
  • Formula
  • Last Updated At
  • Person (deprecated)
  • Progress Tracking
  • Team (deprecated)
  • Time Tracking
  • Vote

Monitoring app usage

The Microsoft Power Automate app installed from the monday.com marketplace contains a Power Automate App Usage view. This view can be added to a board to track the number of executions of each trigger/action per month. It's useful to make sure you don't exceed your subscription limits. If you need more executions than your subscription currently allows, the board also contains a button to upgrade your plan to a higher tier.

Common errors and remedies

I tried to create an object in monday, for example an item via the "Create an item" action, but I'm not seeing it showing up in monday.com.

If you see an error in Power Automate when executing an action that creates an object, this can occur if your inputs for the monday action are invalid. For example, if you're trying to create an item that contains a checkbox field, the field will only allow the values "Yes" or "No". If you instead put text like "Checked" or "Unchecked", this will not work. For dropdown fields, you must select an item from the dropdown.

Fields in monday are blank even though I added a value for them in a monday action.

This can occur if you didn't use the right format for the field. For example, if in a Date field you put the text "Yesterday", in monday it would show up as blank, since this is not a valid date. Dates need to be in the format YYYY-MM-DD (for example, 2005-12-20). The necessary format for each field is indicated by the placeholder text of the input.

Why are my date/time fields a few hours off?

monday only accepts dates and times in the UTC timezone (also known as GMT or Greenwich Mean Time). Dates you add should be in the UTC (Coordinated Universal Time) timezone.

For example, if you have the following date and time 2020-02-14 7:00 in the EST timezone, it would be 2020-02-14 12:00 in UTC. This is because Eastern Standard Time is 5 hours behind UTC.

Power Automate contains a "Convert time zone" action that might help with converting times you have into UTC.

I uninstalled the Microsoft Power Automate app in monday.com and reinstalled it again. Now it is no longer working and I'm unable to successfully execute actions/triggers in the monday connector. How do I fix the connector?

When the Microsoft Power Automate app is uninstalled and reinstalled, the credentials are reset. To fix the connector, you need to re-authenticate your monday connector in Power Automate.

This can be done by going to Data -> Connections in the Power Automate sidebar. Then find the "monday" connection and click on it. At the top, click the "Switch account" button. This brings up a popup to re-authenticate your connection between monday.com and Power Automate. Click the Authorize button at the bottom of the popup. Your connection should now be restored and your actions/triggers should work again.

I'm seeing a "Not Authenticated" error when executing a monday action/trigger in Power Automate and my actions/triggers have stopped working. How can I fix this?

This can occur when your connection between monday.com and Power Automate has been invalidated. One way this can occur is by uninstalling the Microsoft Power Automate app in monday.com.

To fix this issue, go to Data -> Connections in the Power Automate sidebar. Then find the "monday" connection and click on it. At the top, click the "Switch account" button. This brings up a popup to re-authenticate your connection between monday.com and Power Automate. Click the Authorize button at the bottom of the popup. Your connection should now be restored and your actions/triggers should now work again.

When executing a monday action/trigger in Power Automate, it does not work. I see the error "Your monday.com Power Automate app is over the execution limit. If you need more executions, please purchase a higher plan for the Microsoft Power Automate app in monday.com". How do I fix this?

This occurs when you've used all the executions your Microsoft Power Automate subscription plan in monday.com currently supports. When this happens, actions/triggers will fail to execute until the next month, unless a higher level subscription is purchased.

If you need more executions, you can purchase a higher level subscription to the Microsoft Power Automate app in monday.com. Once you've done so, your actions/triggers should start working again within 5 minutes.

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

Create a board

Creates a board in monday.com.

Create a column

Creates a column in monday.com for the specified board.

Create a group

Creates a group in monday.com for the specified board.

Create a notification

Creates a notification in monday.com for a user for either a specific board or item.

Create a subitem

Creates a subitem in monday.com for the selected board and parent item.

Create a workspace

Creates a monday.com workspace with a user-specified name and description.

Create a workspace (deprecated) [DEPRECATED]

This action has been deprecated. Please use Create a workspace instead.

Creates a monday.com workspace with a user-specified name and description (deprecated).

Create an item

Creates an item in the selected monday.com board and group.

Create an update

Creates an update in monday.com for a specific item.

Duplicate a board

Duplicates a board in monday.com.

Get an item by ID

Gets a monday.com item using the specified item ID and board.

Get items

Gets items in monday.com for a specific board and group. Filter items by column values using the filters found under advanced options. More info on filtering can be found here: https://plugingenie.com/docs/filtering-items.

Get items (deprecated) [DEPRECATED]

This action has been deprecated. Please use Get items instead.

Gets items in monday.com for a specific board and group (deprecated).

Get tags

This operation gets monday.com tags.

Get tags (deprecated) [DEPRECATED]

This operation gets monday.com tags (deprecated).

Get users

This operation gets the name, email, and ID of users in your monday.com account.

Get users (deprecated) [DEPRECATED]

This action has been deprecated. Please use Get users instead.

This operation gets the name, email, and ID of users in your monday.com account (deprecated).

Move an item to a group

Moves an item to another group on the same board.

Update an item's column value

Updates a single item's column. If the value is blank, the column value will be cleared.

Update multiple item column values

Updates multiple item columns. Leave the column value blank to keep the current value.

Create a board

Creates a board in monday.com.

Parameters

Name Key Required Type Description
Workspace
workspaceId True string

Specify the ID of a monday.com workspace.

Board Name
boardName True string

Specify the desired name of the board you want to create.

Returns

Name Path Type Description
Board ID
data.create_board.id string

The ID of the board

Create a column

Creates a column in monday.com for the specified board.

Parameters

Name Key Required Type Description
Workspace
workspaceId True string

Select a workspace from the drop-down or specify a workspace ID.

Board
boardId True string

Select a board from the drop-down or specify a board ID.

Title
title True string

Specify the title of the column you want to create.

Description
description string

Specify the description of the column you want to create.

Column Type
columnType True string

Select a column type from the drop-down.

Returns

Name Path Type Description
Column ID
data.create_column.id string

The ID of the column

Title
data.create_column.title string

The title of the column

Description
data.create_column.description string

The description of the column

Create a group

Creates a group in monday.com for the specified board.

Parameters

Name Key Required Type Description
Workspace
workspaceId True string

Select a workspace from the drop-down or specify a workspace ID.

Board
boardId True string

Select a board from the drop-down or specify a board ID.

Group Name
groupName True string

Specify your desired group name.

Returns

Name Path Type Description
Group ID
data.create_group.id string

The ID of the group

Create a notification

Creates a notification in monday.com for a user for either a specific board or item.

Parameters

Name Key Required Type Description
User
userId True string

Select a user from the drop-down or specify a user ID.

Target ID
targetId True string

Specify a board ID or item ID the notification will go to.

Text
text True string

Specify the notification text.

Returns

Create a subitem

Creates a subitem in monday.com for the selected board and parent item.

Parameters

Name Key Required Type Description
body
body True dynamic

Returns

Name Path Type Description
Subitem ID
data.create_subitem.id string

The ID of the subitem

Subitem Board ID
data.create_subitem.board.id string

The ID of the subitem board

Create a workspace

Creates a monday.com workspace with a user-specified name and description.

Parameters

Name Key Required Type Description
Name
name True string

Specify a name for the new workspace.

Description
description string

Specify a description for the new workspace.

Returns

Name Path Type Description
Workspace ID
data.create_workspace.id string

The ID of the workspace

Create a workspace (deprecated) [DEPRECATED]

This action has been deprecated. Please use Create a workspace instead.

Creates a monday.com workspace with a user-specified name and description (deprecated).

Parameters

Name Key Required Type Description
Name
name True string

Specify a name for the new workspace.

Description
description string

Specify a description for the new workspace.

Returns

Name Path Type Description
Workspace ID
data.create_workspace.id integer

The ID of the workspace

Create an item

Creates an item in the selected monday.com board and group.

Parameters

Name Key Required Type Description
body
body True dynamic

Returns

Name Path Type Description
Item ID
data.create_item.id string

The ID of the item

Create an update

Creates an update in monday.com for a specific item.

Parameters

Name Key Required Type Description
Workspace
workspaceId True string

Select a workspace from the drop-down or specify a workspace ID.

Board
boardId True string

Select a board from the drop-down or specify a board ID.

Group
groupId True string

Select a group from the drop-down or specify a group ID.

Item
itemId True string

Select an item from the drop-down or specify an item ID.

Body
body True string

Specify text for the update.

Returns

Name Path Type Description
Update ID
data.create_update.id string

The ID of the update

Duplicate a board

Duplicates a board in monday.com.

Parameters

Name Key Required Type Description
Source Workspace
sourceWorkspaceId True string

Select the workspace for the board you want to duplicate.

Source Board
sourceBoardId True string

Select the board to duplicate.

Duplicated Board Name
duplicatedBoardName string

Specify the name of the duplicated board.

Duplication Type
duplicationType True string

Select the duplication type from the drop-down.

Destination Workspace
destinationWorkspaceId string

Select the destination workspace for the duplicated board.

Destination Folder
destinationFolder string

Select the destination folder for the duplicated board.

Keep Board Subscribers?
keepBoardSubscribers True boolean

Select whether to keep board subscribers.

Returns

Name Path Type Description
Duplicated Board ID
id string

The ID of the duplicated board

Get an item by ID

Gets a monday.com item using the specified item ID and board.

Parameters

Name Key Required Type Description
Item ID
itemId True string

Specify an item ID to retrieve.

Workspace
workspaceId True string

Select the item's workspace from the drop-down or specify a workspace ID.

Board
boardId True string

Select the item's board from the drop-down or specify a board ID.

Returns

The outputs of this operation are dynamic.

Get items

Gets items in monday.com for a specific board and group. Filter items by column values using the filters found under advanced options. More info on filtering can be found here: https://plugingenie.com/docs/filtering-items.

Parameters

Name Key Required Type Description
Workspace
workspaceId True string

Select a workspace from the drop-down or specify a workspace ID.

Board
boardId True string

Select a board from the drop-down or specify a board ID.

Group
groupId True string

Select a group from the drop-down or specify a group ID.

Filter 1 - Column
filter1Column string

Select a column from the drop-down or specify a column ID.

Filter 1 - Operator
filter1Operator string

Select an operator from the drop-down.

Filter 1 - Value
filter1Value string

Specify a value (if applicable).

Filter 2 - Column
filter2Column string

Select a column from the drop-down or specify a column ID.

Filter 2 - Operator
filter2Operator string

Select an operator from the drop-down.

Filter 2 - Value
filter2Value string

Specify a value (if applicable).

Filter 3 - Column
filter3Column string

Select a column from the drop-down or specify a column ID.

Filter 3 - Operator
filter3Operator string

Select an operator from the drop-down.

Filter 3 - Value
filter3Value string

Specify a value (if applicable).

Filter 4 - Column
filter4Column string

Select a column from the drop-down or specify a column ID.

Filter 4 - Operator
filter4Operator string

Select an operator from the drop-down.

Filter 4 - Value
filter4Value string

Specify a value (if applicable).

Returns

The outputs of this operation are dynamic.

Get items (deprecated) [DEPRECATED]

This action has been deprecated. Please use Get items instead.

Gets items in monday.com for a specific board and group (deprecated).

Parameters

Name Key Required Type Description
Workspace
workspaceId True string

Select a workspace from the drop-down or specify a workspace ID.

Board
boardId True string

Select a board from the drop-down or specify a board ID.

Group
groupId True string

Select a group from the drop-down or specify a group ID.

Returns

Name Path Type Description
Item
items array of object
ID
items.id string

The ID of the item

Name
items.name string

The name of the item

Get tags

This operation gets monday.com tags.

Returns

Name Path Type Description
Tag
data.tags array of object
ID
data.tags.id string

The ID of the tag

Name
data.tags.name string

The name of the tag

Get tags (deprecated) [DEPRECATED]

This operation gets monday.com tags (deprecated).

Returns

Name Path Type Description
Tag
data.tags array of object
ID
data.tags.id integer

The ID of the tag

Name
data.tags.name string

The name of the tag

Get users

This operation gets the name, email, and ID of users in your monday.com account.

Returns

Name Path Type Description
User
data.users array of object
ID
data.users.id string

The ID of the user

Name
data.users.name string

The name of the user

Email
data.users.email string

The email of the user

Get users (deprecated) [DEPRECATED]

This action has been deprecated. Please use Get users instead.

This operation gets the name, email, and ID of users in your monday.com account (deprecated).

Returns

Name Path Type Description
User
data.users array of object
ID
data.users.id integer

The ID of the user

Name
data.users.name string

The name of the user

Email
data.users.email string

The email of the user

Move an item to a group

Moves an item to another group on the same board.

Parameters

Name Key Required Type Description
Workspace
workspaceId True string

Select a workspace from the drop-down or specify a workspace ID.

Board
boardId True string

Select a board from the drop-down or specify a board ID.

Group
groupId True string

Select the group to move the item to from the drop-down.

Item ID
itemId True string

Specify the ID of the item to move.

Returns

Name Path Type Description
Item ID
data.move_item_to_group.id string

The ID of the moved item

Update an item's column value

Updates a single item's column. If the value is blank, the column value will be cleared.

Parameters

Name Key Required Type Description
body
body True dynamic

Returns

Name Path Type Description
Item ID
data.change_multiple_column_values.id string

The ID of the updated item

Update multiple item column values

Updates multiple item columns. Leave the column value blank to keep the current value.

Parameters

Name Key Required Type Description
body
body True dynamic

Returns

Name Path Type Description
Item ID
data.change_multiple_column_values.id string

The ID of the item

Triggers

When a column changes

Triggers when the specified column changes for an item in a monday.com board.

When a new update is posted

Triggers when a new update is posted in monday.com.

When a subitem's name changes

Triggers when the name of a subitem changes in monday.com.

When a subitem is created

Triggers when a subitem is added to a monday.com board.

When an item's name changes

Triggers when the name of an item changes in monday.com.

When an item is created

Triggers when an item is added to a monday.com board.

When any column changes

Triggers when any column changes for the specified board in monday.com.

When any subitem column changes

Triggers when any subitem column changes in monday.com.

When a column changes

Triggers when the specified column changes for an item in a monday.com board.

Parameters

Name Key Required Type Description
Workspace
workspaceId True string

Select a workspace from the drop-down or specify a workspace ID.

Board
boardId True string

Select a board from the drop-down or specify a board ID.

Column
columnId True string

Select a column from the drop-down.

Returns

The outputs of this operation are dynamic.

When a new update is posted

Triggers when a new update is posted in monday.com.

Parameters

Name Key Required Type Description
Workspace
workspaceId True string

Select a workspace from the drop-down or specify a workspace ID.

Board
boardId True string

Select a board from the drop-down or specify a board ID.

Returns

The outputs of this operation are dynamic.

When a subitem's name changes

Triggers when the name of a subitem changes in monday.com.

Parameters

Name Key Required Type Description
Workspace
workspaceId True string

Select a workspace from the drop-down or specify a workspace ID.

Board
boardId True string

Select a board from the drop-down or specify a board ID.

Returns

The outputs of this operation are dynamic.

When a subitem is created

Triggers when a subitem is added to a monday.com board.

Parameters

Name Key Required Type Description
Workspace
workspaceId True string

Select a workspace from the drop-down or specify a workspace ID.

Board
boardId True string

Select a board from the drop-down or specify a board ID.

Returns

Name Path Type Description
Subitem ID
itemId string

The ID of the subitem

Subitem Name
itemName string

The name of the subitem

When an item's name changes

Triggers when the name of an item changes in monday.com.

Parameters

Name Key Required Type Description
Workspace
workspaceId True string

Select a workspace from the drop-down or specify a workspace ID.

Board
boardId True string

Select a board from the drop-down or specify a board ID.

Returns

The outputs of this operation are dynamic.

When an item is created

Triggers when an item is added to a monday.com board.

Parameters

Name Key Required Type Description
Workspace
workspaceId True string

Select a workspace from the drop-down or specify a workspace ID.

Board
boardId True string

Select a board from the drop-down or specify a board ID.

Returns

Name Path Type Description
Item ID
itemId string

The ID of the item

Item Name
itemName string

The name of the item

When any column changes

Triggers when any column changes for the specified board in monday.com.

Parameters

Name Key Required Type Description
Workspace
workspaceId True string

Select a workspace from the drop-down or specify a workspace ID.

Board
boardId True string

Select a board from the drop-down or specify a board ID.

Returns

The outputs of this operation are dynamic.

When any subitem column changes

Triggers when any subitem column changes in monday.com.

Parameters

Name Key Required Type Description
Workspace
workspaceId True string

Select a workspace from the drop-down or specify a workspace ID.

Board
boardId True string

Select a board from the drop-down or specify a board ID.

Returns

The outputs of this operation are dynamic.