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How to connect NoCRM and Monday
Create a New Scenario to Connect NoCRM and Monday
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 NoCRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, NoCRM or Monday will be your first step. To do this, click "Choose an app," find NoCRM or Monday, and select the appropriate trigger to start the scenario.
Add the NoCRM Node
Select the NoCRM node from the app selection panel on the right.
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Add the Monday Node
Next, click the plus (+) icon on the NoCRM node, select Monday from the list of available apps, and choose the action you need from the list of nodes within Monday.
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Authenticate Monday
Now, click the Monday node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Monday settings. Authentication allows you to use Monday through Latenode.
Configure the NoCRM and Monday 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 NoCRM and Monday 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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Webhook response
Save and Activate the Scenario
After configuring NoCRM, Monday, 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 NoCRM and Monday integration works as expected. Depending on your setup, data should flow between NoCRM and Monday (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect NoCRM and Monday
NoCRM + Monday + Slack: When a new lead is created in NoCRM, a new item is created in Monday to track the deal's progress. Once the deal status changes in NoCRM, a congratulatory message is sent to a Slack channel.
Monday + NoCRM + Google Sheets: When an item's column value is updated in Monday (e.g., project completion), the automation finds the corresponding lead in NoCRM based on a shared identifier (e.g., email) and then adds a row to Google Sheets, logging the project completion data along with the NoCRM customer information.
NoCRM and Monday integration alternatives
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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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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See how Latenode works
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FAQ NoCRM and Monday
How can I connect my NoCRM account to Monday using Latenode?
To connect your NoCRM account to Monday on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select NoCRM and click on "Connect".
- Authenticate your NoCRM and Monday accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Monday items from new NoCRM leads?
Yes, Latenode lets you automate item creation in Monday from NoCRM leads. Benefit from instant updates and streamlined project management, triggered by NoCRM events.
What types of tasks can I perform by integrating NoCRM with Monday?
Integrating NoCRM with Monday allows you to perform various tasks, including:
- Create new Monday.com items when a NoCRM lead reaches a specific status.
- Update Monday.com items when NoCRM lead details are modified.
- Synchronize contact information between NoCRM and Monday.com.
- Create NoCRM leads from new Monday.com project updates.
- Send summary reports from NoCRM to Monday.com as project updates.
How easily can I customize the data flow between NoCRM and Monday?
Latenode's visual editor and JavaScript blocks offer unparalleled flexibility in customizing data flow between NoCRM and Monday to fit your exact needs.
Are there any limitations to the NoCRM and Monday integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial setup requires API keys and appropriate user permissions.
- Complex workflows with extensive data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both NoCRM and Monday.
