How to Create Monday.com Items from Google Sheets Using Pabbly Connect

Learn how to seamlessly create Monday.com items from Google Sheets using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Monday.com items from Google Sheets, you first need to access Pabbly Connect. Simply visit the Pabbly Connect homepage by browsing the URL Pabbly.com/connect. Here, you can sign up for a free account or sign in if you are an existing user.

Once logged in, you will see the Pabbly Connect dashboard. This is where you can create workflows that integrate Google Sheets with Monday.com. To start, click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

2. Creating a Workflow in Pabbly Connect

In the workflow creation dialog, name your workflow ‘Create Monday.com Items from Google Sheets’ and select the folder as Google Sheets. This will help you organize your workflows effectively. using Pabbly Connect

• Name your workflow clearly for easy identification.
• Select the appropriate folder to save your workflow.
• Click on the ‘Create’ button to finalize the workflow setup.

After creating the workflow, you will notice the two main principles of automation: Trigger and Action. The trigger will be Google Sheets, and the action will be Monday.com. You are now ready to set up your trigger.

3. Setting Up Google Sheets as Trigger

For the trigger application, select Google Sheets and set the trigger event to ‘New or Updated Spreadsheet Row’. This means that every time a new row is added, Pabbly Connect will capture this data and send it to Monday.com.

Upon selecting this, Pabbly Connect will generate a webhook URL. You need to copy this URL and set it up in Google Sheets. Go to your Google Sheets and click on ‘Extensions’, then choose ‘Add-ons’ and search for the Pabbly Connect Webhooks add-on to install it.

• Install the Pabbly Connect Webhooks add-on from the Google Workspace Marketplace.
• Use the webhook URL from Pabbly Connect in the add-on settings.
• Set the trigger column to the column where the final data will be entered.

After entering the webhook URL and setting the trigger column, click on ‘Submit’ to configure the setup successfully. This will allow Pabbly Connect to receive data from Google Sheets whenever a new row is added.

4. Connecting Monday.com to Pabbly Connect

Next, you will set up the action application by selecting Monday.com and the action event as ‘Create Item’. This means that every time a new row is added in Google Sheets, a new item will be created in your Monday.com account through Pabbly Connect.

To connect your Monday.com account, click on ‘Connect’ and select ‘Add New Connection’. You will need to enter an API token from your Monday.com account. To retrieve this, go to your Monday.com profile, navigate to ‘Administration’, and regenerate your API token.

Regenerate your API token in Monday.com under Administration settings. Copy the API token and paste it into Pabbly Connect to establish the connection. Select the board and group where the new item will be created.

Once connected, map the fields from Google Sheets to the corresponding fields in Monday.com. This ensures that the data flows correctly between the two applications.

5. Testing the Integration

After setting up the integration, it’s crucial to test it to ensure everything works as expected. Go back to your Google Sheets and add a new row with the task details you want to create in Monday.com.

Once you add the new task, check your Monday.com board to see if the item has been created successfully. If everything is set up correctly, you should see the new item appear with the details you entered in Google Sheets.

Testing your integration is essential to confirm that Pabbly Connect is facilitating the workflow between Google Sheets and Monday.com effectively. If the item appears as expected, your integration is complete and functioning correctly.

Conclusion

In this tutorial, we learned how to create Monday.com items from Google Sheets using Pabbly Connect. By following the steps outlined, you can automate your workflow and enhance productivity by integrating these powerful applications seamlessly.