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How to connect Monday and Cleverreach
Create a New Scenario to Connect Monday and Cleverreach
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Cleverreach will be your first step. To do this, click "Choose an app," find Monday or Cleverreach, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the Cleverreach Node
Next, click the plus (+) icon on the Monday node, select Cleverreach from the list of available apps, and choose the action you need from the list of nodes within Cleverreach.
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Authenticate Cleverreach
Now, click the Cleverreach node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cleverreach settings. Authentication allows you to use Cleverreach through Latenode.
Configure the Monday and Cleverreach Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Monday and Cleverreach Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Monday, Cleverreach, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Monday and Cleverreach integration works as expected. Depending on your setup, data should flow between Monday and Cleverreach (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Monday and Cleverreach
Monday + Cleverreach + Zoom: When a new item is created in Monday, project members are added to a specific Cleverreach email list. A kickoff meeting is then scheduled in Zoom.
Cleverreach + Google Sheets + Monday: Track email campaign performance from Cleverreach by adding new rows to a Google Sheet. Then update project statuses in Monday based on the campaign results.
Monday and Cleverreach integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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About Cleverreach
Use Cleverreach in Latenode to automate email marketing based on real-time triggers. Sync contact lists, personalize campaigns, and track results directly from your workflows. Avoid manual CSV imports, segment audiences dynamically, and react to user behavior using Latenode’s flexible data routing and logic.
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See how Latenode works
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FAQ Monday and Cleverreach
How can I connect my Monday account to Cleverreach using Latenode?
To connect your Monday account to Cleverreach on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and Cleverreach accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Monday items as Cleverreach subscribers?
Yes, you can! Latenode allows real-time sync, ensuring new Monday items become Cleverreach subscribers automatically, improving your mailing list growth without manual work.
What types of tasks can I perform by integrating Monday with Cleverreach?
Integrating Monday with Cleverreach allows you to perform various tasks, including:
- Create new Cleverreach subscribers from new items in a Monday board.
- Update subscriber details in Cleverreach based on changes in Monday.
- Send targeted Cleverreach campaigns when a status changes in Monday.
- Add Monday tasks for unsubscribed Cleverreach contacts.
- Trigger personalized email sequences based on Monday project milestones.
How can I use JavaScript with my Monday and Cleverreach automations?
Latenode allows seamless JavaScript integration. Use it to transform data, add custom logic, and enhance your Monday/Cleverreach workflows beyond standard features.
Are there any limitations to the Monday and Cleverreach integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- Real-time updates are subject to API rate limits of both platforms.
- Advanced Cleverreach features may need custom API calls via HTTP requests.
