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Monday.com

Plecto DocsFeaturesIntegrationsIntegration guides

Step 1: Install Plecto to your Monday.com account

  1. If you're an admin in your Monday.com organization, use this link to install Plecto to your workspace. You can decide what workspace(s) to show to Plecto.

  2. Click Install.

  3. Move to Step 2.

You can always manage the list of workspaces you give Plecto access to here. Click the three dots on the right, then Edit Permissions.

Step 2: Integrate Monday.com with Plecto

  1. Go to Data management > Data sources > + New data source > Monday.com.

  2. Click Next and sign in to your Monday.com account.

  3. Click Authorize to give Plecto read access to your data.

  4. You should see the workspaces available to you. Select the data you want to import.

  5. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  6. Click Next to choose how much data to import and how long you want to keep it in the data source.

  7. Click Import to finish.

How to configure webhooks in Monday.com

You can configure Plecto webhooks in Monday.com:

  1. Open one of your Monday.com boards that you integrated with Plecto, then click Automate.

  2. In the Templates tab, search for Plecto webhooks and select.

  3. Click Use template for When an item is created, update/create a registration in Plecto.

  4. To finish, click Add to Board in the bottom-right corner.

  5. (Optional) Repeat the process to add other webhook templates or configure webhooks for other boards in your Monday.com account.