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Integrating PAB with Monday.com and Safe Desk: A Step-by-Step Guide

Learn how to integrate PAB with Monday.com and Safe Desk to automate contact creation. Follow our detailed tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up PAB for Integration with Monday.com

To integrate PAB with Monday.com, the first step is to sign in to your PAB account. If you are a new user, you can create an account for free and receive 100 tasks to start.

Once logged in, navigate to the dashboard and click on the big blue button labeled ‘Create Workflow.’ You will be prompted to name your workflow; for this tutorial, we will name it ‘Create Safe Desk Contact from Monday.com.’ After naming, click on ‘Create’ to proceed.

2. Triggering Event in Monday.com for Contact Creation

In this section, we will set the trigger event in Monday.com. Select Monday.com as your trigger application and choose the event ‘New Item in Board.’ This event will activate whenever a new item is added to a specific board.

Select the specific board you want to monitor.
Copy the provided Webhook URL from PAB.
Navigate to Monday.com, choose the integration option, and search for Webhooks.

Paste the copied Webhook URL into the integration settings in Monday.com and click ‘Connect.’ Now, every time a new item is created, the Webhook will trigger and send the data to PAB.

3. Capturing the Response in PAB from Monday.com

After setting up the Webhook, PAB will wait for a response. To test this, go back to Monday.com and add a new contact item with the required details, such as name, email, and phone number.

Once you fill in the details, return to PAB to see the captured response. Ensure that the contact name appears correctly and note that some details like the email and phone number might initially be missing.

4. Adding Contact to Safe Desk through PAB

Next, we will set the action application to Safe Desk. Select Safe Desk as the action application and choose the action event ‘Add a New Contact as a Person.’ This step will allow you to create a new contact in Safe Desk based on the data received from Monday.com.

Connect to Safe Desk using the API token available in your Safe Desk account settings.
Map the fields from the response, such as first name and last name.
Ensure to handle any additional fields as per your use case.

After mapping the necessary fields, click on ‘Save’ and send a test request to confirm that the contact has been successfully created in Safe Desk.

5. Finalizing the Integration and Testing

To finalize the integration, you may want to add additional steps to ensure all contact details are captured. For instance, you can add another action step to update the contact in Safe Desk if any new information is added in Monday.com.

After configuring all the necessary steps, run a final test to ensure that the contact is created in Safe Desk with all the information correctly mapped. Check your Safe Desk account to verify that the new contact appears with the correct details.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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By following these steps, you can successfully integrate PAB with Monday.com and Safe Desk to automate contact creation. This integration streamlines your workflow and enhances productivity.