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How to connect Monday and WhatConverts
Create a New Scenario to Connect Monday and WhatConverts
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 WhatConverts will be your first step. To do this, click "Choose an app," find Monday or WhatConverts, 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 WhatConverts Node
Next, click the plus (+) icon on the Monday node, select WhatConverts from the list of available apps, and choose the action you need from the list of nodes within WhatConverts.
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Authenticate WhatConverts
Now, click the WhatConverts node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatConverts settings. Authentication allows you to use WhatConverts through Latenode.
Configure the Monday and WhatConverts 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 WhatConverts 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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WhatConverts
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Monday, WhatConverts, 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 WhatConverts integration works as expected. Depending on your setup, data should flow between Monday and WhatConverts (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 WhatConverts
WhatConverts + Monday + Slack: When a new lead is captured in WhatConverts, a new item is created in Monday. Then a notification is sent to a Slack channel to alert the team about the new lead and the corresponding Monday task.
WhatConverts + Monday + Google Sheets: Upon capturing a new lead in WhatConverts, create a new item in a specified Monday board and then log the lead details along with the Monday item status in a Google Sheet for reporting and tracking purposes.
Monday and WhatConverts 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 WhatConverts
Capture and analyze marketing leads in WhatConverts, then pipe data to Latenode to automate follow-ups. Qualify leads based on source & behavior using Latenode's no-code tools, triggering custom CRM updates or personalized email sequences. Scale lead management without complex coding.
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FAQ Monday and WhatConverts
How can I connect my Monday account to WhatConverts using Latenode?
To connect your Monday account to WhatConverts 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 WhatConverts accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I track leads from WhatConverts in Monday automatically?
Yes, you can! Latenode's visual editor makes it simple. Automatically create new items or update existing ones in Monday when new leads are captured in WhatConverts, ensuring your sales team never misses a lead.
What types of tasks can I perform by integrating Monday with WhatConverts?
Integrating Monday with WhatConverts allows you to perform various tasks, including:
- Automatically create Monday items from new WhatConverts leads.
- Update Monday items when WhatConverts lead status changes.
- Trigger Monday automations based on WhatConverts data.
- Enrich WhatConverts data with Monday project details.
- Sync WhatConverts call data with Monday project timelines.
Can I filter WhatConverts data before it enters Monday boards?
Yes, with Latenode you can filter WhatConverts data using no-code blocks or JavaScript to ensure only qualified leads are sent to Monday.
Are there any limitations to the Monday and WhatConverts integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Large data volumes can impact workflow execution time.
- Rate limits imposed by Monday and WhatConverts APIs apply.
