Integrate Monday.com and Google Docs Using Pabbly Connect

Learn how to integrate Monday.com and Google Docs using Pabbly Connect for seamless document creation from new items. Follow our step-by-step tutorial! Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To integrate Monday.com and Google Docs, we will use Pabbly Connect as our central platform. First, log into your Pabbly Connect account. Once logged in, navigate to the dashboard where you can create a new workflow.

Click on the blue button labeled ‘Create Workflow’. You will be prompted to name your workflow. For this tutorial, name it ‘Create Document in Google Docs from Monday.com’. After naming it, click on ‘Create’ to proceed with setting up your automation.

2. Triggering an Event in Monday.com

In this section, we will set Monday.com as the trigger application in Pabbly Connect. Choose Monday.com from the list of applications and select the event ‘New Item in Board’. This will ensure that every time a new item is created, it triggers the workflow.

• Select the board you want to monitor for new items.
• Copy the webhook URL provided by Pabbly Connect.
• Log into your Monday.com account and navigate to the Integrations section.
• Add a new integration and select ‘Webhooks’.

Paste the copied webhook URL into the integration setup in Monday.com. Once the integration is connected, any new item created in the specified board will send data to Pabbly Connect.

3. Fetching Item Details from Monday.com

After setting up the trigger, we will now fetch the details of the newly created item using Pabbly Connect. Add another action step and select Monday.com again, this time choosing the event ‘Get Item’. This allows us to retrieve detailed information about the newly created item.

For this step, you will need to map the Item ID from the previous step. Ensure you have the correct board and group IDs set as static values. The Item ID should be dynamically mapped from the data received from the trigger event.

Once the details are fetched, you will have access to important information such as item name, delivery date, delivery city, price, and payment status. This data will be used to create a document in Google Docs.

4. Creating a Document in Google Docs

The final step in this integration process involves creating a document in Google Docs using the details fetched from Monday.com via Pabbly Connect. Select Google Docs as your action application and choose the event ‘Create Document from Text’.

• Connect your Google account to Pabbly Connect.
• Name the document based on the item name from Monday.com.
• Map the relevant details such as price, payment status, and delivery date into the document content.

After mapping all necessary fields, click ‘Save and Send Test Request’. This will create a new document in Google Docs with the specified details from the Monday.com item, ensuring a seamless integration using Pabbly Connect.

5. Verifying Document Creation

Once the document is created, you can verify its creation in your Google Docs account. Check for the document named after the item you created in Monday.com. The document should contain all the mapped details such as item name, price, payment status, and delivery date.

If everything is set up correctly, you will see the complete billing details in the newly created document. This process illustrates how Pabbly Connect can facilitate the integration between Monday.com and Google Docs effectively.

Make sure to customize the document content as per your requirements in the setup. This automation will save time and streamline your workflow, allowing for efficient document management.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Monday.com and Google Docs, enabling automatic document creation from new items. This integration simplifies the process of managing billing details and enhances productivity.