What is Zapier?

Zapier is a popular third-party integration platform that allows monday.com users to build custom integrations between monday.com and the various platforms available within the Zapier system. It's especially useful if monday.com doesn't currently host a native integration with a platform that you use!

Every connection you make within Zapier is called a Zap. This article will show you how to create one. But first, to get started, you can view the list of platforms that Zapier can connect with.

 

How to create a new zap

Pick the apps you want to integrate with monday.com

In this example, we want to turn the first row on the following Google Sheet into an item onmonday.com:

To get started, navigate to the Zapier integrations page. Once there, select which app you want to use with monday.com. You can use the search to do this.

Selecting an app from the search will take you to that app's page. Once you navigate to the Google Sheets page, you'll select the trigger and action you want to use.

In the following example, the trigger is every time a row is created in Google Sheets. When a new row is created in Google Sheets, a new item will be created in monday.com. This, in turn, will be the action.

Here's how to get started in Zapier:

 

 

After you select Connect these apps you'll be taken to the Zaps page where you can start using the connected apps:

 

You're well on your way to setting up your first Zap!

 

Authorize Zapier to connect to the platform of your choice

Now that we have a workflow in mind for Zapier to execute for us, we'll need to take a couple of steps to set up the way our custom integration will run.

It's time to connect this Zap to the relevant Google Sheets account. Choose a trigger event and then sync your account:

 

When adding a new account, follow the on-screen instructions to login to your Google account.

After selecting or adding your account, select the purple Continue button. This will then prompt you to select the spreadsheet and worksheet that you want to use with this Zap.

After choosing your spreadsheet and worksheet from the dropdown menus, select the purple Continue button.

Zapier will then allow you to test the trigger by selecting the Test trigger button. This ensures that you're working with the appropriate data within your Google Sheets account:

Once you've confirmed that the correct data was pulled for your trigger, you can select the Continue with selected record button.

We can now move on to setting up our monday.com event.

 

Setting up your event

Select the event of your choice

The first screen you'll see confirms that you want to work with the selected app for your action.The action event that we want is to create an item in a monday.com board:

 

Connect Zapier to your preferred monday.com account

We've set up the action! However, before Zapier is allowed to access your monday.com board data, you will need to authorize it first by providing your API key. Let's get to work!

Now, you will need to connect your monday.com account to Zapier. Click on the Select button under the Account heading to select which account to connect:

To connect a different account, click on + Connect a new account.

 

You'll next see a screen that will ask you to fill in the item's details:

 

Once you fill out the details, then click on Continue. Next you'll be able to review item details, test the step, and then once you're ready, click on Publish:

 

And that's it! You're ready to Zap. Choose either Go to my Zaps or Transfer existing data:

 

Then, Zapier will attempt to create the Item on our board. Let's see how that will work!

After a drum roll 🥁... our end result looks pretty neat!

Woohoo! You've now successfully created a zap that automatically transfers data from Google Sheets to monday.com.

 

API Key

If you've never logged into Zapier with your monday account, you may see a pop up window asking for your monday.com API Key:

 

To access this token, log in to your monday.com account, click on your profile picture in the top right corner of your screen, and click on Developers:

 

You'll be taken to the monday Developer Center. Click on My access tokens on the left side menu:

 

When you reach the My access tokens screen, you'll be able to copy your unique token to use as needed. You'll also be able to regenerate the token if necessary:

 

Copy the token and paste it into the Zapier popup. You should then be fully connected between monday.com and Zapier!

 

 

What is the column values section for?

Text updates are supported for most columns, so you can simply type in the relevant info.

However, some of the more advanced column types, like the Connect Boards or Dependency Columns, will require you to use the Column Values section. Those column types require a specific data structure called JSON in order to be filled with data.

You can find examples of the JSON formatting for those column types in this article: Zapier JSON Formatting Examples.

 

 

 

 

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.