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How to connect Monday and Formsite
Create a New Scenario to Connect Monday and Formsite
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 Formsite will be your first step. To do this, click "Choose an app," find Monday or Formsite, 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 Formsite Node
Next, click the plus (+) icon on the Monday node, select Formsite from the list of available apps, and choose the action you need from the list of nodes within Formsite.
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Authenticate Formsite
Now, click the Formsite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formsite settings. Authentication allows you to use Formsite through Latenode.
Configure the Monday and Formsite 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 Formsite 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, Formsite, 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 Formsite integration works as expected. Depending on your setup, data should flow between Monday and Formsite (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 Formsite
Formsite + Monday + Slack: When a new form is submitted in Formsite, a new item is created in Monday. A notification is then sent via Slack to the project manager.
Monday + Formsite + Google Sheets: When a specific column is updated in a Monday task, retrieve data from Formsite using a unique identifier and then update a Google Sheets row with that completion data.
Monday and Formsite 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 Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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FAQ Monday and Formsite
How can I connect my Monday account to Formsite using Latenode?
To connect your Monday account to Formsite 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 Formsite accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate project creation from form submissions?
Yes,you can!Latenode lets you trigger Monday project creation from Formsite submissions.Leverage Latenode's advanced logic for custom field mapping and complex project structures, improving efficiency.
What types of tasks can I perform by integrating Monday with Formsite?
Integrating Monday with Formsite allows you to perform various tasks, including:
- Creating new Monday items from Formsite submissions automatically.
- Updating Monday columns based on Formsite response data.
- Triggering Monday automations when a new Formsite form is submitted.
- Sending Formsite data to Monday as a new project update.
- Managing project tasks in Monday based on form completion status.
What Monday data can I access and modify within Latenode workflows?
Latenode allows full access. Create/update items, manage boards, and trigger automations, enriched with JavaScript and AI-powered data transformation.
Are there any limitations to the Monday and Formsite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex form logic in Formsite may require advanced configuration in Latenode.
- Large volumes of form submissions could impact workflow execution time.
- Real-time updates depend on the polling interval configured within Latenode.
