Monday.com Integration Guide

Overview

The Monday.com integration connects your Velaro AI bot directly to Monday.com via the official GraphQL API. Your bot can search boards, create and update items, capture leads, post updates, and list team members — all from within a chat conversation, without manual data entry.

The integration requires a Monday.com Personal API Token and is available on Velaro Growth plans and above.

Connecting Monday.com

To connect Monday.com:

1. Go to Integrations in the Velaro admin panel and click Monday.com

2. Paste your Personal API Token (found in your Monday.com profile under Developers → My Access Tokens)

3. Optionally enter a Display Name for this connection and your Account Slug

4. Set a Default Board ID if you want the bot to capture leads automatically (required for the monday_push_lead tool)

5. Click Test Connection — if successful, your account name and email will appear

6. Go to your AI bot settings and enable Monday.com Skills

7. Use the Starter Workflow Wizard to deploy a pre-built template in 60 seconds

AI Tools Included

The Monday.com integration provides 12 AI tools for your bot:

Items

• monday_search_items — Full-text search across boards by name or keyword
• monday_get_item — Retrieve a specific item by ID with all column values
• monday_create_item — Create a new item on any board with name, columns, and group
• monday_update_item — Change a single column value on an existing item
• monday_get_column_values — Retrieve all column values for an item
• monday_move_item — Move an item to a different group on the same board
• monday_archive_item — Archive a completed or closed item

Boards

• monday_get_board — Retrieve board structure including columns, groups, and settings

Updates

• monday_create_update — Post a comment or note to an item's activity feed
• monday_get_updates — Retrieve the update history for an item

Users

• monday_get_users — List workspace members — name, email, title — for assignment

Lead Capture

• monday_push_lead — Capture visitor contact info and create a lead item on the default board

Lead Capture Setup

The monday_push_lead tool creates a lead item on your board automatically when a visitor shares their contact information. To use it:

1. Create or identify a board in Monday.com to receive leads (e.g., "Inbound Leads")

2. Copy the board ID from the board URL: https://app.monday.com/boards/{BOARD_ID}

3. Paste it in the Default Board ID field in Velaro's Monday.com settings

4. Enable Push Leads to Board in the settings

When the bot captures a lead, it creates an item with the visitor's name as the item name and populates email, phone, and message columns if they exist on the board.

Field Mapping (Custom Columns)

Monday.com boards can use custom column types just like Monday.com's own board UI — Status, People, Dropdown, Date, Numbers, Text, Email, Phone, and more. Velaro's Field Mapping tab (on the Monday.com integration page, next to Boards) reads your default board's real columns and lets you connect Velaro's standard lead fields to your board's actual columns instead of only the item name:

1. Go to Integrations → Monday.com → Field Mapping

2. Velaro fetches the current columns on your Default Board, including each column's type and — for Status and Dropdown columns — its configured label options

3. For each Velaro field (Contact Name, Contact Email, Contact Phone, Company, Lead Source, Status), choose the matching Monday.com column from the dropdown

4. Click Save Field Mapping

Once mapped, lead capture and AI tools that create or update items write into your real custom columns — a mapped Status column, for example, is set to one of your board's own status labels rather than left as a bare text value. Re-open the tab any time to change a mapping or click Refresh Columns if you've added or renamed columns in Monday.com.

CRM Agent Search

The agent sidebar's contact-lookup panel can search your connected Monday.com board directly — by name, email, phone, or company — the same freeform search available on every other CRM integration. Results link straight back to the matched item in Monday.com.

Starter Workflow Templates

Three pre-built templates are available in the Starter Workflow Wizard:

• Lead Capture Flow — captures visitor contact info and pushes a lead to Monday.com with confirmation
• Project Status Bot — lets visitors check the status of a project or deal by name
• Support Ticket Tracker — creates a support item on a Monday.com board and posts updates

To launch: go to Workflows, click + New, select Use Template, and choose a Monday.com template.

Troubleshooting

Test Connection returns "Invalid token"

Your Personal API Token may be expired or copied incorrectly. Go to your Monday.com profile → Developer → My Access Tokens and generate a new one. Paste the full token with no extra spaces.

Lead capture creates an item but email/phone columns are empty

The monday_push_lead tool auto-detects email and phone columns by their column type. Make sure your board has columns of type "Email" and "Phone" (not plain text). Open your board → Add Column → Email or Phone.

Board ID not found

Copy the board ID from the URL bar when viewing the board in Monday.com: https://app.monday.com/boards/1234567890. Use only the numeric ID. Workspace and folder IDs are not valid here.

Bot says "Monday.com skills are not enabled"

Go to your bot's AI settings and enable Monday.com Skills. The toggle is in Bots → [Your Bot] → AI Settings → Integrations → Monday.com.