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How to connect Monday and NoCRM
Create a New Scenario to Connect Monday and NoCRM
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 NoCRM will be your first step. To do this, click "Choose an app," find Monday or NoCRM, 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 NoCRM Node
Next, click the plus (+) icon on the Monday node, select NoCRM from the list of available apps, and choose the action you need from the list of nodes within NoCRM.
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Authenticate NoCRM
Now, click the NoCRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your NoCRM settings. Authentication allows you to use NoCRM through Latenode.
Configure the Monday and NoCRM 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 NoCRM 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, NoCRM, 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 NoCRM integration works as expected. Depending on your setup, data should flow between Monday and NoCRM (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 NoCRM
NoCRM + Monday + Slack: When a lead's status changes to 'Qualified' in NoCRM, a new item is created in a specified Monday.com board, and a notification is sent to a Slack channel.
NoCRM + Monday + Google Sheets: When an opportunity is won in NoCRM, a new item is created in a Monday.com board to track the project. Simultaneously, the won opportunity details are added as a new row in a Google Sheet for data analysis and reporting.
Monday and NoCRM 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 NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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See how Latenode works
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FAQ Monday and NoCRM
How can I connect my Monday account to NoCRM using Latenode?
To connect your Monday account to NoCRM 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 NoCRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Monday with new NoCRM leads?
Yes, you can! Latenode lets you sync NoCRM leads to Monday instantly, using customizable logic. This improves team alignment and eliminates manual data entry.
What types of tasks can I perform by integrating Monday with NoCRM?
Integrating Monday with NoCRM allows you to perform various tasks, including:
- Create new Monday items when deals close in NoCRM.
- Update NoCRM leads when statuses change in Monday.
- Sync contact information between the two platforms.
- Trigger custom notifications based on deal progress.
- Generate reports combining data from both systems.
How much coding is needed to customize Monday integrations?
Latenode’s visual editor requires no code for basic connections. For advanced logic, JavaScript blocks are available, but optional.
Are there any limitations to the Monday and NoCRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript.
- Real-time updates depend on API availability and rate limits.
- Initial setup requires valid API keys for both platforms.
