monday.com

monday.com is a work-management platform built around boards, groups and items. Connecting monday.com to Resool lets your team create an item on a board from any conversation, with the request details, the contact and a link to the chat posted as the item's first update. The contact's panel shows which group each item is in, and workflows can create items with column values filled from contact data.

#What you can do with monday.com

In the Inbox

• Create item on a board's group, with a name and a description.
• See the monday.com items created for the contact and the group each one is in, and open them with View in monday.com.

On the contact page

• The Connected apps list shows how many monday.com items the contact has.

In Workflows

• The Create monday.com item step creates an item on a board's group, fills the columns you map, and posts an update.

#Before you begin

• You need a monday.com account that can create items on the boards you want to use.
• In Resool, only workspace Owners and Admins can connect apps and change their settings.
• Creating items from the inbox needs a role that can manage contacts (Owner, Admin, Manager and Agent can by default).

#How to connect monday.com to Resool

1. Go to Settings › Apps.
2. Open the Productivity tab and click Connect on the monday.com card.
3. The Connect monday.com dialog lists what Resool will be able to do: see your boards with their groups and columns, create items and post updates on them, and see the group of the items created from Resool. Click Continue.

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Settings › Apps › monday.com › Connect

The "Connect monday.com" dialog with its description, the permission list with three items, and the Cancel and Continue buttons.

File: screenshots/monday-connect-dialog.png

1. Sign in to monday.com in the window that opens and authorize Resool.
2. You're returned to Resool and see monday.com connected.

#How to configure monday.com

Click Manage on the monday.com card to open monday.com settings. Under Defaults:

• Board: the board new items go to.
• Group: the group on that board. Changing the board clears the group.

Create item in the inbox and workflow steps that pick no board use these defaults. Click Save changes to store them.

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Settings › Apps › monday.com › Manage

The "monday.com settings" side sheet with the Defaults card, Board set to "Leads" and Group set to "New".

File: screenshots/monday-settings-sheet.png

#How to create a monday.com item from a conversation

1. Open a conversation in the Inbox.
2. Click the monday.com icon in the right-hand sidebar.
3. Click Create item. The New monday.com item form opens with your defaults filled in.
4. Check the Board (required) and Group.
5. Enter the Item name and an optional Description.
6. Click Create. You see Created in monday.com.

The description, the contact's name, email and phone, and the link to the conversation are posted as the item's first update.

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Inbox › open a conversation › monday.com icon in the right sidebar

The monday.com panel with two items for the contact, each with its creation date and a badge with its group name ("New", "Qualified"), and the Create item and View in monday.com buttons.

File: screenshots/monday-inbox-panel.png

#How to create monday.com items in Workflows

1. Open a workflow and click Add a step.
2. Under Tasks & docs, choose Create monday.com item.
3. Set up the step:
   • Board and Group: leave them on Default or pick others.
   • Item name: accepts variables such as {{contact.name}}.
   • Columns: map board columns to values. Values accept variables, for example {{contact.email}} in an email column.
   • Update: the text posted as the item's update.
4. Save and publish the workflow.

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Workflows › open a workflow › Add a step › Tasks & docs › Create monday.com item

The step settings with Board and Group on Default, Item name "{{contact.name}}", two mapped columns (Email → {{contact.email}}, Phone → {{contact.phone}}) and an Update text.

File: screenshots/monday-workflow-step.png

The contact and a link to the conversation are added to the update automatically.

#How to disconnect monday.com

1. Go to Settings › Apps and click Disconnect on the monday.com card.
2. Confirm in the Disconnect monday.com? dialog.

Resool stops accessing your monday.com account. Items already created stay on your boards.

#FAQ and troubleshooting

#Can I fill board columns from the inbox?

No. The inbox form sets the item name and posts the description as an update. Use the workflow step to fill columns.

#What does the badge on each item show?

The group the item is currently in. Resool refreshes it when you open the panel.

#Can I search for a board by name?

Yes. Type in the Board picker to search your boards.

#Which plans include monday.com?

Apps are included on every plan. See Plans and billing.

#What's next?

• Getting started with apps
• Workflow steps
• ClickUp
• Trello