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How to connect SmartSuite and Monday
Create a New Scenario to Connect SmartSuite 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 SmartSuite, triggered by another scenario, or executed manually (for testing purposes). In most cases, SmartSuite or Monday will be your first step. To do this, click "Choose an app," find SmartSuite or Monday, and select the appropriate trigger to start the scenario.
Add the SmartSuite Node
Select the SmartSuite node from the app selection panel on the right.
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Configure the SmartSuite
Click on the SmartSuite node to configure it. You can modify the SmartSuite URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Monday Node
Next, click the plus (+) icon on the SmartSuite 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 SmartSuite 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 SmartSuite 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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Save and Activate the Scenario
After configuring SmartSuite, 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 SmartSuite and Monday integration works as expected. Depending on your setup, data should flow between SmartSuite 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 SmartSuite and Monday
SmartSuite + Monday + Slack: When a record is updated in SmartSuite, the corresponding item in Monday is updated, and a Slack message is sent to a channel.
Monday + SmartSuite + Google Sheets: When an item is updated in Monday, update the corresponding record in SmartSuite, and then add a row to Google Sheets.
SmartSuite and Monday integration alternatives
About SmartSuite
Use SmartSuite in Latenode to build flexible data workflows. Automate tasks like project management, CRM updates, or inventory tracking. Latenode adds custom logic, AI processing, and file handling to SmartSuite's structured data, creating scalable solutions that go beyond basic automation.
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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 SmartSuite and Monday
How can I connect my SmartSuite account to Monday using Latenode?
To connect your SmartSuite account to Monday on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select SmartSuite and click on "Connect".
- Authenticate your SmartSuite and Monday accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync project status updates between SmartSuite and Monday?
Yes, you can! Latenode's flexible visual editor allows you to create automated workflows, keeping project statuses synchronized and ensuring seamless collaboration between teams.
What types of tasks can I perform by integrating SmartSuite with Monday?
Integrating SmartSuite with Monday allows you to perform various tasks, including:
- Automatically creating Monday items from new SmartSuite records.
- Updating SmartSuite fields when a Monday status changes.
- Syncing task deadlines between SmartSuite and Monday boards.
- Triggering notifications in Monday when a SmartSuite record is updated.
- Creating SmartSuite reports based on data from Monday projects.
Can I trigger SmartSuite actions using specific events in Monday?
Yes, you can. Latenode allows you to define triggers in Monday that automatically initiate actions and workflows within SmartSuite, automating key processes.
Are there any limitations to the SmartSuite and Monday integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time synchronization depends on the API rate limits of both platforms.
- Some advanced SmartSuite or Monday features might not be directly supported.
