Integrate Monday.com Project Boards for Task Management with Zapier
Integrating Monday.com project boards with Zapier allows you to automate workflows, connect Monday.com to other tools, and streamline task management. Here’s a step-by-step guide to set up this integration:
- Click on the 'Trigger' field to select the event.
- Choose an event app and click on it.
- Set the trigger event.
- Connect your Gmail account.
- Set the keyword.
- Click on the 'Test trigger' button to confirm data is being pulled correctly from Gmail.
- Click 'Continue with selected record'.
- Search and select 'Monday.com' as an action app.
- Set the action event.
- Connect your Monday.com account.
- Choose the board and group on Monday.com where the task will be added. Click 'Continue'.
- Run a test to ensure the trigger and action are working as expected by clicking 'Test step'.
- Click 'Publish' and turn on the Zap to activate the workflow.
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