Introduction
Connect Monday to Sana to find and read board items, create boards and groups, and post updates. Keep track of your work and bring your context from Monday to Sana. In summary, the connector has the following key characteristics:
Category: Project management
Connector type: Real-time
Auth type: API keys
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
Find boards |
Read board items |
Create boards |
Post updates |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Monday. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Create board |
Create group |
Create update |
Get board items page |
Get column values |
Update item name |
Scope and permissions
This connector uses API keys. When you connect your account, we securely store your keys to connect to this connector's APIs. The scopes for this connector depends on the scopes you assign your API key in Monday when generating the key.
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Monday in the list of available integrations
Scroll to the Available integrations section and locate Monday.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Provide your Monday credentials
You'll be asked to paste the credentials for Monday so Sana can store them securely and use them to call the connector's APIs on your behalf.
Step 5: Complete the set up
You've successfully connected your Monday account. Click Continue to complete the setup and start using the connector.
