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 Pro plan.

Connecting Monday.com

  1. Open the Integrations page from the left sidebar in Zidi.
  2. Find Monday.com and click Connect.
  3. Enter your API token.
  4. Click Test Connection.
  5. Once verified, click Save & Connect.

What Gets Synced

DataDirectionDescription
Item lookupZidi → MondaySearches boards for matching items by email
UpdatesZidi → MondayPosts video engagement as item updates
Campaign dataZidi → MondaySyncs campaign engagement to board items

Disconnecting

Open Integrations from the left sidebar, click 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.