Monday.com Integration
Connect Zidi to Monday.com to sync video engagement with your project boards and CRM items.
Prerequisites
- A Monday.com account.
- Your Monday.com API token (found in Profile > Admin > API).
- A Zidi account on the Starter or Pro plan.
Connecting Monday.com
- Go to Settings > Integrations in Zidi.
- Find Monday.com and click Connect.
- Enter your API token.
- Click Test Connection.
- Once verified, click Save & Connect.
What Gets Synced
| Data | Direction | Description |
|---|---|---|
| Item lookup | Zidi → Monday | Searches boards for matching items by email |
| Updates | Zidi → Monday | Posts video engagement as item updates |
| Campaign data | Zidi → Monday | Syncs campaign engagement to board items |
Disconnecting
Go to Settings > Integrations > Monday.com and click Disconnect.
Troubleshooting
- No items found? — Monday.com uses GraphQL to search. Ensure your boards have an email column.
- Permission denied? — Make sure your API token has access to the target boards.