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How to connect Monday and Instantly
Create a New Scenario to Connect Monday and Instantly
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 Instantly will be your first step. To do this, click "Choose an app," find Monday or Instantly, 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 Instantly Node
Next, click the plus (+) icon on the Monday node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Monday and Instantly 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 Instantly 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, Instantly, 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 Instantly integration works as expected. Depending on your setup, data should flow between Monday and Instantly (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 Instantly
Monday + Instantly + Slack: When a new item is added to a Monday board, create a lead in Instantly and notify the sales team in Slack about the new lead.
Instantly + Monday + Google Sheets: After a new lead is created in Instantly, update the lead statuses in a Monday board and record campaign data in Google Sheets.
Monday and Instantly 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 Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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FAQ Monday and Instantly
How can I connect my Monday account to Instantly using Latenode?
To connect your Monday account to Instantly 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 Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Monday with new Instantly leads?
Yes, you can! Latenode enables seamless updates to Monday boards whenever new leads are generated in Instantly, ensuring real-time data synchronization and improved team collaboration.
What types of tasks can I perform by integrating Monday with Instantly?
Integrating Monday with Instantly allows you to perform various tasks, including:
- Automatically create Monday items for new Instantly leads.
- Update Monday task statuses based on Instantly campaign progress.
- Trigger Instantly email sequences from Monday status changes.
- Sync contact information between Monday and Instantly campaigns.
- Centralize lead generation data from Instantly into Monday dashboards.
How secure is my Monday data when using Latenode integrations?
Latenode employs industry-standard security measures to protect your data, including encryption and secure authentication protocols.
Are there any limitations to the Monday and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time updates depend on the API rate limits of both Monday and Instantly.
- File size limitations may apply when transferring attachments between apps.
