In this article, we’ll explore key considerations for integrating monday.com with other tools, dive into monday.com’s API capabilities, look at a list of common integrations, and share practical examples of setting up effective two-way integrations.

Monday.com integrations in a nutshell

monday.com is a popular work operating system (Work OS) that brings teams together, manages tasks, and drives collaboration. But its true potential unfolds when it integrates with other tools in your tech stack—whether those tools are for project management, communication, development, or sales.

monday.com offers over 200 ready-made integrations, allowing teams to connect with the tools they already use and love. These integrations help enhance various aspects of your business workflows, providing a seamless work experience. Here is a list of the most popular integrations available:

• Slack
• Google Calendar
• Microsoft Teams
• Jira
• Salesforce
• GitHub
• Zoom
• Outlook
• Gmail
• HubSpot
• Dropbox
• Google Drive
• Trello
• Shopify

These integrations allow you to use monday.com as a central workspace, but they do have limitations. If you're looking for more configurable or advanced data syncs, you're likely to need API integrations or an integration platform.

monday.com’s API Functionality

For organizations looking to go beyond the standard integrations, monday.com provides APIs that allows custom integrations tailored to specific needs. The monday.com API offers flexibility for accessing and managing data programmatically, utilizing both GraphQL and Webhooks to provide comprehensive integration capabilities.

• GraphQL Queries:
  The API utilizes GraphQL, which means developers can query only the data they need, making interactions more efficient and flexible compared to traditional REST APIs.
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• Webhooks:
  In addition to GraphQL, monday.com supports webhooks, which are crucial for real-time updates. Webhooks allow developers to automatically trigger events and push data to external systems when certain actions occur on a monday.com board, such as item creation, updates, or status changes. This ensures that all connected tools stay up to date without the need for constant polling.
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• Authentication:
  Secure authentication is handled via tokens, ensuring that only authorized users and systems can access or modify board data.
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• Endpoints for Custom Actions:
  monday.com’s API supports various actions such as creating items, updating columns, and managing workspaces, giving developers full control to build tailored integrations.

Considerations for Custom-Built API Integrations

When creating custom API integrations, there are some important considerations to keep in mind to ensure smooth operations and secure data handling.

1. Security and Data Privacy
   • Always use HTTPS to encrypt communications between monday.com and other systems, safeguarding any sensitive information being transmitted.
   • Token-based authentication ensures secure access, and role-based access controls (RBAC) can be used to manage who has access to what data during integration.
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2. Maintenance Requirements
   • Business needs often evolve, and so should your integration. Keep in mind that workflows or board structures in monday.com may change, requiring updates to your API configurations.
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3. Synchronization and Downtime Management
   • Ensure you build integrations that can handle downtimes smoothly. Plan for a mechanism to re-sync data when either system experiences an outage to avoid data discrepancies.

Examples of Popular monday.com Integration Endpoints

Integrating monday.com with other tools can be transformative for various teams. Let’s look at some specific examples of popular monday.com integration endpoints and their benefits:

monday.com and Slack Integration

• Use Case:
  Automatically send updates to Slack whenever a task is moved to a different stage on a monday.com board.
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• Key Benefit:
  Keeps everyone in the loop without needing to log into monday.com, ensuring timely communication and action.

monday.com and Jira Integration

• Use Case:
  Create a Jira issue automatically when a specific task is added to a monday.com board, enabling project managers to align closely with developers.
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• Key Benefit:
  Better coordination between project management and technical teams, with all information flowing smoothly.

monday.com and Salesforce Integration

• Use Case:
  When a deal is closed in Salesforce, create a project in monday.com for the implementation team to kick off the work.
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• Key Benefit:
  Efficient handoff between sales and implementation, reducing delays and ensuring customer satisfaction.

monday.com and Google Calendar Integration

• Use Case:
  Automatically add key project dates from monday.com to Google Calendar to keep all team members informed about important timelines.
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• Key Benefit:
  Simplified scheduling and better visibility into key project milestones for the entire team.

Setting Up Bidirectional monday.com Integrations with ONEiO

For setting up bidirectional monday.com integrations, leveraging integration platforms like ONEiO can significantly simplify the process and provide a robust integration setup. Below is a step-by-step guide to configuring monday.com with ONEiO for bidirectional data synchronization:

1. Preparation

1. Define Requirements:
   Identify the data and workflows that need to be synchronized between monday.com and the target tool. Determine how the integration will enhance efficiency and collaboration.
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2. Permissions:
   Ensure you have the necessary administrative rights in both systems to configure the integrations effectively.

2. Configuring monday.com for Integration with ONEiO

1. Generate an API Token:
   • In monday.com, navigate to your account settings and generate a new API token. It is recommended to use a dedicated integration user account with admin privileges to generate this token.
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2. Set Up Webhooks:
   • To allow ONEiO to receive updates from monday.com, set up webhooks for relevant events such as item creation, updates, and column changes.
   • Go to the board in monday.com that you want to integrate. Access the "Integrate" section and choose the "Webhook" option. Configure webhooks for events like "When an item is created," "When a new update is posted," and "When any column changes." Use the webhook URL provided by ONEiO to complete this configuration.

3. Setting Up the Integration in ONEiO

1. Login to ONEiO:
   Log in to your ONEiO account.
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2. Create a New Endpoint:
   Navigate to the "Endpoints" section and create a new endpoint for monday.com. You will need to provide the monday.com instance URL, the generated API token, and any additional information required for authentication.
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3. Configure Endpoint Details:
   Specify details such as the base URL of your monday.com instance, the API token, and the receiver address for incoming messages from monday.com.

4. Integration Configurations

1. Field Mapping:
   Use ONEiO’s visual interface to map fields between monday.com and the other integrated tool. Define which fields (e.g., item IDs, statuses, custom fields) need to be synchronized.
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2. Routing Rules:
   Establish rules to determine the conditions under which data is exchanged between systems, ensuring accurate data flow in all scenarios.
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3. Bi-Directional Sync:
   Enable bi-directional synchronization so that updates in one system are reflected in the other, keeping both platforms up to date and aligned.
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4. Testing and Activation
   • Test the Integration:
     Before going live, create test items in monday.com and verify that they appear correctly in the integrated tool. Confirm that updates in either system are accurately reflected in the other.
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   • Activate the Integration:
     Once testing is successful, activate the integration to begin real-time data synchronization. Monitor the integration initially to ensure smooth operation and correct data flow.
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For a detailed guide, see monday.com Endpoint Tutorials.

Bottom Line on monday.com Integrations

monday.com integrations are useful for creating a connected, efficient workspace that allows teams to collaborate effectively across various tools. Whether it's keeping your communication streamlined with Slack, managing project timelines with Google Calendar, or bridging the gap between development and project management using Jira, these integrations can significantly simplify complex workflows and bring your teams closer.

Ready to take your monday.com setup to the next level? Reach out to our integration experts to explore how you can build bi-directional, multi-endpoint integrations tailored to your business needs.

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