monday.com

Connect monday.com so campaign recipients become items on one board you choose, with their viewing posted as item updates.

Available on: Pro

Before you start

• A monday.com personal API token. In monday.com, click your profile picture, then Developers → My access tokens. The token needs read and write access to your boards.
• A board for Zidi to use, with an email column. Zidi looks for a column of type Email, or a column titled "Email".
• A Zidi account on the Pro plan. A paid seat on a Pro team also counts.

Who can connect

Any Zidi user on Pro can connect monday.com from their own account. Each connection belongs to one Zidi user, so each teammate connects separately. Zidi acts as the monday.com user who owns the token, so that user must be able to edit the board.

Connect monday.com

1. In the sidebar, click Integrations.
2. Click the Monday.com card.
3. Paste your token into Personal API Token.
4. Click Test & Load Boards. Zidi shows "Connected as your name (your email)" and loads up to 50 of your boards.
5. Under Select Board, choose the board. This is required.
6. Click Connect. You should see "Monday.com connected successfully!".

The monday.com page in Zidi then shows the Board and a Synced records count. A token connection does not expire.

What syncs

Zidi only works with the one board you chose. It searches that board's email column for each person.

• At campaign launch: if no item has the recipient's email, Zidi creates an item named after the person, or after the part of their email before the @ when your list has no name, with the email column filled. It then posts an update: "Zidi Campaign: campaign name" followed by "Personalized video link: …".
• While a recipient watches: at most two updates, opened and completed. There is no separate update at 50% or 80%.
• Tracked share links: one update per view, created at 50% and updated at 80% and 100%. Viewers with no item on the board are skipped.

monday.com gets no Zidi columns. How CRM sync works explains the timing.

Disconnect

1. In the sidebar, click Integrations, then the Monday.com card.
2. Click Disconnect Monday.com.

There is no confirmation step. Zidi disconnects at once and shows "Monday.com disconnected". Zidi deletes its copy of your token. It does not change the token in monday.com. Items and updates stay on your board.

Troubleshooting

• A dialog says "Connecting Monday.com to Zidi is a Pro feature." Your plan is Free or Starter. Click Upgrade Plan, then connect again.
• "Invalid API token. Find it in Monday.com → Profile → Developers → My access tokens." monday.com rejected the token. Copy it again.
• "Could not verify Monday.com account" The token did not return your account. Check you copied the whole token.
• "Connection test failed" monday.com did not answer normally. Check the token and try again.
• The Connect button stays greyed out. Pick a board under Select Board first.
• Your board is not in the list. Zidi loads up to 50 boards the token can see. Check that the token's user has access to the board.
• "Monday board not configured" (or "monday board not configured") This appears in Recent Sync Activity when the connection has no board. Disconnect, then connect again and pick a board.
• "This integration requires a Pro plan." Connecting needs Pro.
• Items are duplicated or not found. Make sure the board has an email column and that the addresses match your recipient list.