How to Delete Items in Monday.com When Google Task Completed Using Pabbly Connect

Learn how to automate the deletion of items in Monday.com when a Google Task is completed using Pabbly Connect. Step-by-step guide provided. 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, you need to access Pabbly Connect, the integration platform that automates tasks between Google Tasks and Monday.com. If you are an existing user, simply sign in; if not, click on ‘Sign Up for Free’ to create an account.

Once logged in, you will see the dashboard of Pabbly Connect. Here, you can start creating a new workflow by clicking on the ‘Create Workflow’ button in the top right corner. This is where you will set up the automation between Google Tasks and Monday.com.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a workflow to delete items in Monday.com when a Google Task is completed. Start by naming your workflow, for example, ‘Delete Item in Monday.com when Google Task Completed’. Save this workflow in a folder named Google Task to Monday.com.

• Name your workflow appropriately.
• Select the correct folder for organization.
• Click on ‘Create’ to proceed.

After creating the workflow, you will be taken to a window where you can set up the trigger and action. This is crucial in defining how Pabbly Connect operates in this automation.

3. Setting Up Trigger and Action in Pabbly Connect

For this automation, set Google Tasks as the trigger application with the event ‘New Task Completed’. This means that every time a task is marked as completed in Google Tasks, it will trigger the action in Monday.com.

Next, select Monday.com as the action application, and choose the action event ‘Delete Item’. This setup ensures that whenever a task is completed in Google Tasks, the corresponding item in Monday.com will be deleted. Click on ‘Connect’ to establish the connection between your Google Tasks account and Pabbly Connect.

• Select Google Tasks and set the trigger event.
• Choose Monday.com and the action event.
• Click on ‘Connect’ to link accounts.

Once connected, your trigger and action setup is complete, and Pabbly Connect will now monitor Google Tasks for completed tasks.

4. Mapping Data in Pabbly Connect

After setting up the trigger, you need to map the data from Google Tasks to Monday.com. This involves selecting the task list from which you want to retrieve completed tasks. Click on ‘Save and Send Test Request’ to capture the latest completed task details.

Once you receive the response, you will see the task title, status, and description. Now, to delete the corresponding item in Monday.com, you will need to search for that item using the task title. In the action window, select Monday.com again and choose ‘Search Items by Column Value’ as your action event.

Select the task board in Monday.com. Map the task title from the previous step. Click on ‘Save and Send Test Request’ to fetch the item details.

This mapping ensures that the correct item in Monday.com will be targeted for deletion when a task is completed in Google Tasks, making the integration seamless with Pabbly Connect.

5. Deleting the Item in Monday.com

Now that you have the item details from Monday.com, you can proceed to delete the item. In the action window, select the appropriate board and group where the item exists. You will also need to map the item ID and group ID from the previous response to ensure the correct item is deleted.

Click on ‘Save and Send Test Request’ to execute the deletion. If successful, you will receive a positive response indicating that the item has been deleted. You can verify this by checking your Monday.com board to confirm that the item is no longer there.

Select the correct board and group in Monday.com. Map the item ID and group ID accurately. Execute the deletion and check for a successful response.

This completes the automation process. Whenever a task is completed in Google Tasks, the corresponding item will be deleted in Monday.com, showcasing the power of Pabbly Connect in automating workflows.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to delete items in Monday.com when a Google Task is completed. This seamless integration enhances productivity by automating task management effectively.