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Using IBM® App Connect to interact with monday.com

By Shahmini Arumugam posted Thu September 01, 2022 08:28 AM

  

Co-author – Srihari Ananda Kumar 

 

Monday.com (styled in lowercase as monday.com) is a Work Operating System (Work OS) that enables teams to effectively manage projects and workflows. It helps users with defining workflows, adapting to changing demands, establishing transparency, collaborating, and automating tasks. using-ibm-app-connect-to-interact-with-email using-ibm-app-connect-to-interact-with-mondaycom

Building a flow in IBM App Connect with monday.com

Use App Connect to build flows that integrate with monday.com and other applications. The connector is displayed as monday.com on the App Connect User Interface (UI). 

To allow App Connect to connect to your monday.com account, you need to fill the connection fields that you see in the App Connect Designer Catalog page or flow editor. For more information on connection fields, see, How to use IBM App Connect with monday.com.

monday.com objects

The following are monday.com events and action objects that can be run in App Connect.

Objects

Description

Boards

Boards consist of all the data input by the users, which is composed of rows (items), groups of rows (groups), and columns. 

Item files

The files uploaded to monday.com are saved as an asset. 

Item update files

The updates contain additional notes and information added to items outside of their columns.

Items

Items are the objects that hold the actual data within the board.

Users

A user can be a member or guest of the monday.com account.

*The monday.com standard objects and user-defined custom objects can be viewed by expanding the Show more option from the object list once you have connected App Connect to your IBM OpenPages account.

Scenario 1: Create an item on the monday.com board for tickets created in Zendesk Service

Consider the following scenario; when a new ticket gets created in Zendesk Service an item gets created in monday.com, helping you keep the ticket information in sync.

 

In this flow:
  1. The event-driven flow is triggered whenever a ticket gets created in Zendesk Service.
  2. monday.com retrieves the groups from the specified board based on the group ID. The retrieved groups are mapped with the monday.com group name and group ID.
  3. The Set variable function is used to check if the condition of the ticket type of a Zendesk Service ticket is equal to the group title of the monday.com group.

          For example, it checks whether the Zendesk Service ticket type is available as a group on the specified monday.com board.

  1. If the condition’s output is not empty, monday.com creates an item on the monday.com board with the ticket details. The item gets added under the respective group on the board.
  2. If the condition’s output is empty (Zendesk Service ticket type is not available on the monday.com board as a group), monday.com creates the group. It then adds the item under the newly created group with the ticket details.
  3. You can opt to add a response payload from monday.com to a dedicated Slack channel to notify you that the item has been created on monday.com.

Note:

  • In monday.com, distinctiveness is not maintained for most of the objects, allowing you to create more than one object with the same name within a workspace or across all workspaces.
  • To avoid having such scenarios with duplicate names, use the Retrieve operations where the identifiers like Name and ID are available in the response payload of the objects, where you can differentiate the names.
  • The retrieve all boards operation returns the boards across all the workspaces.


Resources

Try out our templates

You can view the following use case in the Templates gallery in your App Connect Designer instance.

  • Create an item on the monday.com board for tickets created in Zendesk service

Template URL: https://<your-instance-id>/templates/Create%20an%20item%20on%20the%20monday.com%20board%20for%20tickets%20created%20in%20Zendesk%20Service

You must enable the Designer AI features in your containerized environment in order to access the App Connect templates. For more information, see The preloaded IBM App Connect templates.

You can also import these use cases directly into your App Connect Designer. These templates are added to a public GitHub repository at https://github.com/ot4i/app-connect-templates/tree/cp4i-templates/resources.


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