Integrating Symphona with monday.com

In this guide, you'll learn how to integrate Symphona’s automation functionality with monday.com's project management tools. This streamlined process is perfect for small to midsize business owners looking to enhance their operational efficiency without needing extensive technical expertise.

Step 1: Establish Your Workflow in Symphona

Start by signing into your Symphona account. From your dashboard, click on the “New Process” button—commonly found in the top right—to initiate the creation of a new automated workflow that will interact with monday.

Step 2: Name and Configure Your Workflow

Give your workflow a name that reflects its purpose, for example, "Monday Task Automation." Afterward, select “Edit Process” on its listing within your dashboard to transition to the Process Editor view.

Step 3: Add Integration Steps

Focus on the “Step Library” within the Process Editor, which is lined along the right side. Within this library, navigate to the “Integration” section, and drag and drop the “Invoke REST API (General)” step into your workflow, situating it between the “Start” and “Stop” designations.

Step 4: Set Up API Calls with

Integrating with Monday will require establishing endpoint URLs and securing the proper authentication credentials:

Endpoint URL

• Monday’s API uses specific endpoint URLs for various functionalities, whether creating items, updating boards, or handling automations. The endpoint URL for Monday’s API typically looks like this: “https://api.monday.com/v2”.

Authentication Credentials

• Monday utilizes personal API tokens or OAuth for secure API interactions. Access tokens can be obtained from within under your profile 'Admin' section by navigating to 'API'.
• Handle these tokens with the utmost security, as they allow direct access to your account data.

Within Symphona's Process Editor, allocate the appropriate HTTP method for your tasks—GET, POST, PUT, DELETE—and include the endpoint URL and your API token.

Step 5: Testing and Activation

Prior to deploying your workflow, thoroughly test its functionality within Symphona to catch and correct any potential errors or issues. Once you’re confident in the reliability of your integration, go ahead and activate the workflow.

Conclusion and Additional Resources

Integrating Symphona with Monday will significantly streamline your project management activities, increasing your business's productivity and efficacy. For further details or any specific technical questions, refer to the following resources:

• API Documentation: API Documentation
• API Authentication with : API Quickstart Guide

Adjusting the integration to fit your business's specialized needs will ensure you reap the maximum benefits from your Symphona and Monday integration.

• Integrating Symphona with monday.com
• Step 1: Establish Your Workflow in Symphona
• Step 2: Name and Configure Your Workflow
• Step 3: Add Integration Steps
• Step 4: Set Up API Calls with
• Endpoint URL
• Authentication Credentials
• Step 5: Testing and Activation
• Conclusion and Additional Resources