Using our direct integration with monday.com, you can achieve powerful workflows that harness the capabilities of both Paperform and monday.com as a seamless combination.
Currently, we support the following actions:
To connect a monday.com account:
You do not need to do this process again unless you want to connect a new account.
If you go to your account services, you'll see a list of your currently connected payment accounts and/or direct integration accounts.
If you click the label of any of the accounts, you can rename it to whatever you want. If you'd like to instead delete the connection, you can click the red "X" to delete it.
Creating a workspace, board, or group are fairly straightforward and have little possible configuration. Creating an item, however, allows you to map your submission data or other static data to various monday.com columns.
Additionally, monday.com requires that values for certain types be in a particular format or contain certain data in order to be sent successfully to them.
Where possible, we try to handle necessary conversion or transformation for you. If you use an unexpected value or use custom mappings, we may be unable to convert it for you.
We'll cover some specific considerations by column type later in this article.
Currently, the integration offers support for many column types from monday.com:
How do I know if I need to follow these rules?
Input is a plain text input (not a dropdown)
For this mapping, you don't need to follow any special considerations.
Input is a dropdown and I am not using "custom (advanced)"
For this mapping, select one of the dropdown options. We'll handle the rest.
Input is a dropdown and I am using "custom (advanced)"
We'll do our best to handle the transformation, but you should review the rule corresponding to the column type and possibly modify the mapping to ensure compliance.
Whether you're just curious or you need to follow the rules, take a look below at some special considerations that may apply for certain column types from monday.com.
Pass a value that matches matches something like 'yes', 'y', 1, or true. This is case-insensitive.
If you have a translation set that changes the answer of a yes/no question, you'll want to transform that value prior to mapping it over, such as with a calculation.
Pass the full country name or ISO-2 code (2-character abbreviation, such as US for United States). You can review the full list of countries, where the full name and ISO-2 code are listed in each country's details page.
This is case-insensitive and either the full name or code are acceptable, but not both.
Pass the date in ISO 8601 format (yyyy-mm-dd) or in a format corresponding to the date format set in your Paperform account settings. Any other formats will fail.
Pass the dropdown labels as a comma-separated string. This is case-sensitive.
Unless you supply a different protocol, monday.com will prepend
https:// to your URL.
Pass any number. Optionally, add a comma and then an ISO-2 country code (as covered in Country section above).
If you do not provide a country code, the number will still appear in monday.com, but it won't have a corresponding country flag and may be unable to call a number directly by clicking on the number in monday.com.
Pass any two dates, separated by a comma. The dates must be in ISO 8601 format (yyyy-mm-dd) or match the date format set in your Paperform account settings. Any other formats will fail.
If you pipe an appointment question, no additional consideration is required. If you pipe two date questions separated by a comma, no additional consideration is required.
Reach out to us via chat or email us at email@example.com and we'll work through it.