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How to connect Monday and LiveChat
Create a New Scenario to Connect Monday and LiveChat
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 LiveChat will be your first step. To do this, click "Choose an app," find Monday or LiveChat, 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 LiveChat Node
Next, click the plus (+) icon on the Monday node, select LiveChat from the list of available apps, and choose the action you need from the list of nodes within LiveChat.
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Authenticate LiveChat
Now, click the LiveChat node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your LiveChat settings. Authentication allows you to use LiveChat through Latenode.
Configure the Monday and LiveChat 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 LiveChat 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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Save and Activate the Scenario
After configuring Monday, LiveChat, 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 LiveChat integration works as expected. Depending on your setup, data should flow between Monday and LiveChat (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 LiveChat
LiveChat + Monday + Slack: When a LiveChat transcript is available (Chat Deactivated), a new task is created in Monday for follow-up. A notification is then sent to a designated Slack channel to alert the relevant team about the new task.
LiveChat + Monday + Gmail: A daily summary of LiveChat conversations (using the Chat Deactivated trigger and potentially filtering by tags or other metadata) is appended to the project's Monday board as an update. A daily email report summarizing these conversations is also sent via Gmail.
Monday and LiveChat 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 LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and without code.
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FAQ Monday and LiveChat
How can I connect my Monday account to LiveChat using Latenode?
To connect your Monday account to LiveChat 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 LiveChat accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I create Monday tasks from new LiveChat transcripts?
Yes, you can! Latenode's visual editor makes this simple. Automatically create Monday tasks from LiveChat transcripts, improving task management and ensuring follow-up.
What types of tasks can I perform by integrating Monday with LiveChat?
Integrating Monday with LiveChat allows you to perform various tasks, including:
- Create Monday items from new LiveChat conversations.
- Update Monday columns based on LiveChat agent feedback.
- Send LiveChat messages when a Monday status changes.
- Log LiveChat transcripts as Monday activity updates.
- Trigger LiveChat chats when a Monday task reaches a deadline.
How do I trigger a workflow in Latenode based on Monday events?
Use Monday triggers in Latenode to start workflows. Monitor item creation, status changes, or deadline updates and automate next steps effortlessly.
Are there any limitations to the Monday and LiveChat integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time updates depend on Monday and LiveChat API availability.
- File size limits apply to attachments transferred between apps.
