In this article, we will delve into the steps for seamlessly integrating monday.com with Google Sheets to ensure that any updates made to your monday.com board automatically reflect in your Google Sheets spreadsheet.
This automation can be easily set up using Pabbly Connect, requiring a simple one-time setup.
We will first establish a connection between monday.com and Pabbly Connect to fetch new update details, then establish another connection between Pabbly Connect and monday.com to capture comprehensive board details, and finally connect Pabbly Connect with Google Sheets to add the updated data to your Google Sheets spreadsheet.
Steps to Automatically Save Monday.com Updates in Google Sheets
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Setup Monday.com as the Trigger App to Fetch New Updates
3. Setup Monday.com as the Action App to Fetch Complete Details
4. Setup Google Sheets as the Action App to Save the Updates
Step 1:- Sign In / Sign Up to Pabbly Connect and Create a Workflow
A. Sign In / Sign Up
To begin this process, visit Pabbly Connect and create your account by clicking on the ‘Sign Up Free’ button. You can also click on Sign In if you already have an account.
Click on the Pabbly Connect ‘Access Now’ button
B. Create Workflow
To create a new workflow, click the ‘Create Workflow’ button.
Name your workflow, and click on ‘Create’.
Step 2:- Setup Monday.com as the Trigger App to Fetch New Updates
Let us now look at how you can establish a connection between monday.com and Pabbly Connect. This will help us gather any new updates made to your monday.com board.
A. Trigger App
Trigger enables us to choose the application that will retrieve the data for Pabbly Connect. In this instance, it would be Monday.com.
Choose ‘Monday.com’ as the Trigger App, and select ‘Any Column Value Changes in Board’ as the Trigger Event’.
B. Webhook URL
A fresh Webhook URL will be generated, which you will utilize to establish a connection with your Monday.com account. Make sure to copy the Webhook URL for further use.
Once you have copied the Webhook URL, Pabbly Connect will immediately start searching for new updates on your monday.com board, as indicated by the rotating Waiting For Webhook Response button.
C. Connect Monday.com Account
To establish a link between your monday.com account and Pabbly Connect, go to the Integration Centre by clicking the ‘Integrate’ icon, and then search for ‘Webhooks’.
Select the option ‘Add to board’ to trigger a webhook when any column changes, paste the previously copied Webhook URL, and click ‘Connect’ > ‘Add to Board’. Doing this will connect your monday.com account with Pabbly Connect.
D. Test Connection
To verify the connection we just established, make updates to your board in monday.com and review the response received.
Expand the Response Received section, where you should be able to see the updates made to your board, confirming that the connection has been successfully established.
Step 3:- Setup Monday.com as the Action App to Fetch Complete Details
Action allows us to choose the application that will get executed by the workflow trigger.
As the details captured in the trigger step are not comprehensive, we will now configure monday.com as our Action App to gather complete information about your board.
A. Action App
Choose ‘Monday.com’ as the Action App, select ‘Search Items by Column Value’ as the Action Event, and click on ‘Connect’.
B. Establish Connection
To connect with your monday.com account, select ‘Add New Connection’, and you will be prompted to enter your API Token.
Access your API Token by clicking on ‘Admin’ > ‘API’ in monday.com, then copy the Personal API Token and paste it into the designated field. Finally, click on ‘Save’ to save the API Token and establish the connection.
C. Map Necessary Fields
After successfully connecting your monday.com account, you can now proceed to map the required details from the previous step. Mapping ensures that the data remains dynamic and updates according to the responses received.
You have the option to either select the Board directly, or if you have multiple Boards in your account, you can enable the mapping button and map the Board ID obtained from the previous step.
Similarly, map the Column and Column Value, and click on ‘Save & Send Test Request’.
When you click on ‘Save & Send Test Request’, the complete details of your board will be automatically captured, ensuring that all the relevant information is retrieved.
Step 4:- Setup Google Sheets as the Action App to Save the Updates
Action allows us to choose the application that will get executed by the workflow trigger.
Given that our ultimate objective is to save the updates made to the monday.com board in Google Sheets, we will set up Google Sheets as our Action App.
A. Action App
Choose ‘Google Sheets’ as the Action App, select ‘Add New Row’ as an Action Event, and click on ‘Connect’.
B. Connect Google Sheets Account
To connect with your Google Sheets account, select ‘Add New Connection’, click on ‘Sign in with Google’, and then grant the necessary authorization to enable the connection.
Choose the desired Spreadsheet and Sheet in your Google Sheets account where you want to store the updates made to the monday.com board.
Once you select the desired sheet in Google Sheets, the columns of that sheet will start reflecting as fields in your Action Step.
Map all the fields from the steps above, and click on ‘Save & Send Test Request’.
Upon clicking on Save & Send Test Request, the updates made to your monday.com board will be automatically saved in your designated Google Sheets spreadsheet, facilitating seamless data transfer between the two platforms.
Congratulations! Your automation is now complete. The integration between monday.com and Google Sheets has been successfully established. Going forward, any updates made to your monday.com board will be automatically saved in your designated Google Sheets spreadsheet, ensuring efficient and automated data management between the two platforms.
You can copy this entire workflow by clicking this link.
Sign Up for a free Pabbly Connect account, and start automating your business
Subscribe to our Youtube Channel for more such automation
For any other queries, visit our forum