Integrate Monday.com with Drop Down Menu Using Pabbly Connect

Learn how to integrate Monday.com with a drop-down menu using Pabbly Connect. This step-by-step guide covers everything from setup to automation. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process using Pabbly Connect, navigate to the Pabbly Connect website by typing Pabbly.com/connect in your browser. This is the central platform that facilitates the integration between Monday.com and other applications.

Once on the landing page, you will see options to either sign in or sign up. If you are a new user, click on the ‘Sign Up’ button to create an account. You will receive 100 free tasks upon account creation, which allows you to test the integration capabilities of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, navigate to the dashboard and click on ‘Create Workflow’. You will be prompted to name your workflow, which in this case is ‘Add Items to Monday.com with Drop Down Menu’. This name helps identify the specific automation you are setting up.

• Select JotForm as the trigger application.
• Choose ‘New Response’ as the trigger event.
• Copy the webhook URL generated by Pabbly Connect.

This setup enables real-time data capture from JotForm, allowing Pabbly Connect to automate the creation of items in Monday.com based on form submissions.

3. Configuring JotForm for Webhook Integration

Log in to your JotForm account and open the form you want to integrate. In the form builder, go to the ‘Settings’ tab and select ‘Integrations’. Search for ‘Webhook’ and paste the URL copied from Pabbly Connect into the ‘Add Webhook’ field.

After pasting the URL, click on ‘Complete Integration’ to finalize the setup. This step connects your JotForm with Pabbly Connect, enabling automatic data transfer whenever a new form submission occurs.

4. Mapping Data to Monday.com

Next, return to Pabbly Connect and set up the action application as Monday.com. Select ‘Create Item’ as the action event. You will need to connect your Monday.com account by providing the API token, which you can obtain from your Monday.com account settings.

• Choose the board where you want to create the item.
• Map the fields from JotForm to the corresponding columns in Monday.com.
• Ensure to map the drop-down status correctly using the lookup table feature in Pabbly Connect.

This mapping ensures that every new task created in Monday.com reflects the data submitted through JotForm, including the selected status from the drop-down menu.

5. Testing and Finalizing the Integration

Once all configurations are complete, perform a test submission on your JotForm to ensure that the data flows correctly to Monday.com. After submitting the form, return to Pabbly Connect to check if the API response shows the correct data attributes.

If the test is successful, you will see the new item created in your Monday.com board with all the mapped data, including the drop-down status. This confirms that the integration is functioning correctly and will work for future submissions.

Conclusion

Using Pabbly Connect to integrate Monday.com with JotForm allows you to automate the creation of items with specific statuses. This setup enhances your project management efficiency by streamlining data entry processes.