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Monday

Monday connection helps Infoveave authenticate with your Monday.com workspace and retrieve board data, items, updates, and workflow information for reporting and automation.

Adding a Monday Connection

To create a new Monday connection:

  1. Go to Administration > Connections
  2. Click New Connection and select Monday from the available connectors
  3. In the New Monday Connection form, provide the required configuration details

Connection Parameters

When setting up a Monday connection, you need to provide the following detail:

FieldDescription
NameA unique name to identify your Monday connection

You must authenticate your Monday.com account by clicking Connect to Monday, which opens the Monday authorization page.

Authentication

Infoveave integrates with Monday.com using OAuth.
When you click Connect to Monday, you will be redirected to the Monday authorization screen where you must:

  • Log in to your Monday account
  • Approve the requested permissions
  • Allow Infoveave to access your boards, items, and workflows

Once authenticated, Infoveave securely stores your access token to retrieve data from Monday APIs.

Steps to Validate and Save

  1. Enter a Name for your connection
  2. Click Connect to Monday and complete the authentication flow
  3. After authorization, click Validate to ensure the connection is successful
  4. If validation succeeds, click Save to store the connection
  5. You can now use this Monday connection as a Datasource in your Infoveave dashboards and workflows

Example Use Cases

With a Monday connection configured, you can:

  • Retrieve boards, groups, and items for project tracking
  • Build dashboards to monitor tasks, workloads, and timelines
  • Analyze project health, team performance, and workflow efficiency
  • Automate workflows that update items or trigger notifications
  • Combine Monday data with other Datasources for unified reporting
  • Build operational reports across different teams and boards