How to Sync Monday.com with Google Sheets Using Pabbly Connect

Learn how to automate the integration of Monday.com with Google Sheets using Pabbly Connect in this step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To start syncing Monday.com with Google Sheets, you will first need to set up Pabbly Connect. This is the automation platform that enables the integration between these two applications. Begin by creating a free account on the Pabbly Connect website, which allows you to access automation tasks each month.

Once signed in, navigate to the dashboard and click on the ‘Create Workflow’ button. Enter a suitable name for your workflow, such as ‘Monday.com to Google Sheets,’ and click ‘Create’. You will then see the workflow page with two main modules: Trigger and Action.

2. Creating the Trigger for Monday.com

The next step involves defining the trigger for your workflow using Pabbly Connect. Select Monday.com as your trigger application and choose the event ‘Any Column Value Changed in Board.’ This event will initiate the workflow whenever there is an update in your Monday.com board.

Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect with Monday.com. To set up the webhook in Monday.com, follow these steps:

• Open your Monday.com board and click on the ‘Integrate’ button.
• Select ‘Integration Center’ and search for Webhooks.
• Choose the option ‘When any column changes, send a webhook’ and add it to your board.
• Paste the copied webhook URL into the provided field and click ‘Connect’.

After setting up the webhook, your Monday.com board is now linked to Pabbly Connect. The next step is to perform a test submission by changing an item in the board to ensure data is captured correctly.

3. Testing the Trigger in Monday.com

With the webhook configured, it’s time to test if the trigger is working correctly using Pabbly Connect. Go back to your Monday.com board and make a deliberate change to any column. For instance, update the status of a task to ‘Done’ and click on the update button.

Once the change is made, return to Pabbly Connect to check if the data from Monday.com has been captured. You should see the changed column value and the previous value displayed in the workflow. If the data appears, it confirms that the trigger is functioning correctly.

4. Fetching Full Details from Monday.com

After confirming the trigger works, the next step is to fetch full details of the row that was updated using Pabbly Connect. Add another action step in your workflow and select Monday.com as the action application. Choose the action event ‘Search Items by Column Value’.

Connect to Monday.com by adding your API key, which you can find in the admin section of your Monday.com profile. Once connected, select the board name and map the board ID from the previous trigger step. This ensures that Pabbly Connect retrieves the correct data from your Monday.com board.

Map the required fields, including the column ID and the column value, to pull all necessary details. After mapping, click on ‘Save and Send Test Request’ to fetch the complete row details.

5. Syncing Data to Google Sheets

Now that you have fetched the full details from Monday.com, it’s time to sync this data to Google Sheets using Pabbly Connect. Add another action step and select Google Sheets as the application. Choose the action event ‘Add New Row’.

Connect your Google Sheets account by signing in and granting the necessary permissions. Then, select the spreadsheet where you want the data to be added. Map the fields from the previous steps to the corresponding columns in your Google Sheets, such as item name, changed column, changed value, and contact name.

Finally, click on ‘Save and Send Test Request’ to add a new row in your Google Sheets. Verify that the data has been correctly added, confirming that your automation is successful. With this setup, any updates in Monday.com will automatically reflect in your Google Sheets without manual intervention.

Conclusion

In this tutorial, we explored how to sync Monday.com with Google Sheets using Pabbly Connect. By following the steps outlined, you can automate your workflow effectively, ensuring that updates in Monday.com are seamlessly reflected in your Google Sheets. This integration enhances productivity and reduces manual data entry, allowing you to focus on more important tasks.