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How to connect Monday and Ocean.io
Create a New Scenario to Connect Monday and Ocean.io
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 Ocean.io will be your first step. To do this, click "Choose an app," find Monday or Ocean.io, 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 Ocean.io Node
Next, click the plus (+) icon on the Monday node, select Ocean.io from the list of available apps, and choose the action you need from the list of nodes within Ocean.io.
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Authenticate Ocean.io
Now, click the Ocean.io node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Ocean.io settings. Authentication allows you to use Ocean.io through Latenode.
Configure the Monday and Ocean.io 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 Ocean.io 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, Ocean.io, 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 Ocean.io integration works as expected. Depending on your setup, data should flow between Monday and Ocean.io (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 Ocean.io
Ocean.io + Monday + Slack: When Ocean.io identifies a qualified lead using its search capabilities, a new item is created in Monday to track the lead. Subsequently, a message is sent to a designated Slack channel to notify the sales team of the new lead.
Ocean.io + Monday + HubSpot: When Ocean.io finds a qualified lead through company enrichment, a new contact is created in HubSpot. Additionally, a corresponding task is created in Monday to manage the follow-up process.
Monday and Ocean.io 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 Ocean.io
Use Ocean.io in Latenode to enrich lead data and target outreach. Identify ideal customer profiles automatically and pass qualified leads into your CRM or sales sequences. Latenode lets you add custom logic, filter leads, and trigger actions based on Ocean.io insights, creating scalable lead gen workflows without code.
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See how Latenode works
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FAQ Monday and Ocean.io
How can I connect my Monday account to Ocean.io using Latenode?
To connect your Monday account to Ocean.io 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 Ocean.io accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Monday tasks based on Ocean.io data?
Yes, you can! Latenode allows real-time updates. Trigger Monday updates directly from Ocean.io events, ensuring seamless alignment and data-driven task management.
What types of tasks can I perform by integrating Monday with Ocean.io?
Integrating Monday with Ocean.io allows you to perform various tasks, including:
- Create new Monday items from qualified Ocean.io leads.
- Update Monday task statuses based on Ocean.io engagement levels.
- Sync Ocean.io contact data with Monday project boards automatically.
- Trigger personalized email campaigns based on Monday task completion.
- Generate reports combining Monday project data with Ocean.io analytics.
Can I use custom JavaScript code within my Monday + Ocean.io workflows?
Yes! Latenode enables adding custom JavaScript code, providing ultimate flexibility and control beyond no-code options for advanced data manipulation.
Are there any limitations to the Monday and Ocean.io integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits of Monday and Ocean.io APIs still apply.
- Initial setup requires valid API keys from both platforms.
