Learn how to automate data extraction from Monday.com to Google Sheets using Pabbly Connect with this detailed step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.
Watch Step By Step Video Tutorial Below
1. Access Pabbly Connect for Automation
To start automating data extraction from Monday.com to Google Sheets, you need to access Pabbly Connect. Begin by navigating to the Pabbly website and signing up for a free account if you haven’t done so already.
Once logged in, locate the Pabbly Connect dashboard. Here, you can create workflows that facilitate the integration between Monday.com and Google Sheets. This is where the automation magic happens, allowing you to connect these applications seamlessly.
2. Create a New Workflow in Pabbly Connect
To create a workflow, click on the ‘Create Workflow’ button in your Pabbly Connect dashboard. Name your workflow something relevant, like ‘Send Monday.com Data to Google Sheets’. This will help you identify the workflow later.
In this workflow, you will set up a trigger and an action. The trigger will be a new item added in Monday.com, and the action will be to send that data to Google Sheets. Pabbly Connect will handle the data transfer automatically without any manual intervention.
3. Set Up Monday.com Integration with Pabbly Connect
In this step, you will connect Monday.com to Pabbly Connect using a webhook URL. Select Monday.com as your trigger application and choose the ‘New Item in Board’ trigger event. Pabbly Connect will generate a webhook URL for you.
Copy this webhook URL and go to your Monday.com dashboard. Select the board you want to connect and click on the ‘Integrate’ button. Search for webhooks in the integration center and set up a new webhook using the URL you copied from Pabbly Connect. This will allow Monday.com to communicate with Pabbly Connect whenever a new item is created.
4. Collect Data from Monday.com and Send to Google Sheets
After setting up the webhook, create a new item in your Monday.com board to test the integration. Once the item is created, Pabbly Connect will capture the data automatically. You can then proceed to set up the action to send this data to Google Sheets.
Select Google Sheets as the action application in your Pabbly Connect workflow. Choose the ‘Add New Row’ action event. Connect your Google Sheets account and select the spreadsheet where you want the data to be sent. Map the fields from Monday.com to the corresponding columns in Google Sheets.
- Select the spreadsheet from your Google Sheets account.
- Map the data fields such as Name, Email, and Phone Number from Monday.com.
- Test the action to ensure data is being added correctly to Google Sheets.
Once everything is set up, click on ‘Save’ in Pabbly Connect. Your automation is now complete, and any new items created in Monday.com will automatically populate in your specified Google Sheets.
Conclusion
This tutorial demonstrated how to use Pabbly Connect to automate the extraction of data from Monday.com to Google Sheets. By following the steps outlined, you can streamline your workflow and eliminate manual data entry, saving you time and effort.
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