How to Connect Monday.com With Zepel
Monday.com is a work management tool often used by marketing and non-technical teams to keep track of their work.
You can connect Monday.com with Streams in Zepel, to capture requests from other teams and prioritize those requests effortlessly.
Before you begin:
-
Make sure you’re logged in to your Monday.com account and have Streams subscription enabled in your Zepel account.
-
Make sure you are the admin of the Monday.com account.
IN THIS PAGE
Connecting Monday.com with Zepel
- In your Monday.com account, go to
Admin
-
Navigate to
API
section in your admin settings. -
Click
Generate
to create a new API token for your account. -
Copy the API token you just generated.
-
In your Zepel account and navigate to the
Streams
tab. -
Click on the
Add Source
button.
- A pop-up will appear with a list of sources available.
-
Click on
Monday.com
to connect it with Zepel. -
Enter your Monday.com account’s subdomain.
- Paste the API token you generated in your Monday.com account.
-
Click
Enable Monday.com
. -
Copy the secret Webhook URL that is generated for your account.
-
Head back to your Monday.com workspace.
-
Open the board you’d like to connect with Zepel.
-
On the top-right corner of the board, click on the meatballs menu.
-
From the menu, click on
Integrations centre
.
-
In the integrations centre, type
Webhooks
in the search box. -
Select
Webhooks
from the search results.
- From the list of options available, select
When any column changes, send a webhook
.
- Paste the secret Webhook URL you copied from your Zepel account.
-
Click
Connect
. -
Click
Add To Board
.
Your Monday.com board is now connected to Zepel.
Sending tasks from Monday.com to Streams
You can send any task on Monday.com as a request in Zepel by adding this simple tag Zepel
to any task.
To tag a task in Monday.com:
-
Hover your mouse on a task in Monday.com.
-
Under the tags column, click the
+
icon.
- In the text field, type
Zepel
. If you haven’t already created, Monday.com will ask you to create a the tag.
Once the task is tagged as Zepel
, it will automatically be created as a request in Zepel Streams.