How to: Getting started with the Monday.com connector in Qlik Automate

[Yamini-Singh]

This article gives an overview of the available blocks in the Monday.com connector in Qlik Automate, as well as expand on basic example use-cases.

Monday.com is a powerful project management system — a complete Work OS designed to help your team complete projects efficiently, collaborate effectively, and grow online.  And Qlik Automate supports implementations involving Monday.com.

Content:

• Setting up Authentication
• Available Blocks
• Use Cases

 

Setting up Authentication

1. Login to your Monday.com account.
2. Click on your avatar icon at the top right corner, for a dropdown menu.
3. Under the newly appeared dropdown, head over to the ‘Developers’ tab.
   
   
   
   
4. Once in the Developer tab, head over to create a new app, or edit an existing app.
   
   
   
   During creation:
   • use the Redirect URL: ‘https://connector.qlikcloud.com/callback’
   • make sure we have at least these scopes enabled, for smooth functioning:  
     • boards:read
     • boards:write
     • workspaces:read
     • workspaces:write
     • users:read
     • users:write
     • account:read
     • notifications:write
     • updates:read
     • updates:write
     • tags:read
     • teams:read
     • assets:read
5. If you plan on using this app yourself, you can simply publish and generate the ‘client_id’ and ‘client_secret’ under ‘Basic Information’ section and connect in Qlik Automate with those values.
   
   
   
   
6. In case the user will be different from you, you can either add them into collaborators of your app, or share your app in the App Marketplace and setup installation for the other users.

Available Blocks

Assets

• List Assets     

Boards          

• List Boards    

Column         

• Create Column       
• List Columns
• Update Column Value       
• Update Simple Column Value     

Folders          

• Create Folder          
• Update Folder         
• Delete Folder
• List Folders   

Groups          

• Create Group          
• List Groups   
• Delete Group           

Items 

• List Subitems
• Create Item 
• Delete Item  
• List New And Updated Items Incrementally      
• Create Subitem      
• List Items      

Notifications 

• Create Notification 

Raw API         

• Do Generic Query   

Tags  

• List Tags        
• Create Or Get A Tag          

Teams           

• Delete Team From Workspace    
• Add Team To Workspace  
• List Teams    
• Add Teams To Board         

Updates        

• List Updates 
• Create Update        
• Delete Update         

Users 

• List Users       

Workspaces 

• List Workspaces      
• Delete Workspace  
• Add User To Workspace
• Create Workspace 

Use Cases

1. Sending notifications to Monday.com when a new deal is created in Hubspot.
   
   Set up the “List Deals Incrementally” block from Hubspot and drag the ‘Create Notification’ block from Monday.com, configure by selecting things like ‘User Id’ of the person to create notification, text that goes in the notification, project/post information of the notification etc.
   
   
   
   Similarly, we can also setup notifications when something occurs in Monday.com to send alerts on email/slack/teams using respective connectors on Qlik Automate.
   
   
2. Sync JIRA with Monday.com 
   
   When a new item is created in Monday.com, create a ticket in JIRA. And write back to Monday, that it has been updated to JIRA with issue ID.
   
   Also, if the ticket is already present, update the recent changes into JIRA.
   
   Below is an example flow depicting the same. We are also cross-storing IDs of JIRA and Monday into one another for easy access in updates.
   
   
   

   
   

Similar use-cases can be implemented with other ITSM tools like Service-Now etc.

[Moshiko]

can you please demonstrate how to create automations that extract data from Monday and store it in the cloud, in order creating a dashboard that base on Monday Data?

thanks