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Begin by clicking on 'Integrations'
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Click Connect
Click connect on the monday.com tile
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Click 'Install'
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Installed
Once installed, thanks.io will be visible on your apps page.
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Click Integrations
Open your main menu from the bottom left corner of your monday.com dashboard, and select 'Integrations.'
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Choose Mailing List Sync
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Select Board
Select which monday board you want to send contacts from.
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Choose How To Sync
Now, you can choose what kind of update to a contact in monday syncs that contact to a thanks.io mailing list.
You can use either a general column or status update, or you can setup a specific status to trigger the sync.
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Select sync variables
Now, you will set the specific variables for the sync trigger.
Click on each white link to select a value from it to configure the sync trigger.
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Add To Board
Click 'add to board' at the bottom right.
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Finished
You will see your configuration added to the integrations interface. You can turn the integration on/off as needed.
Test the integration by setting it to 'On.' Then, change a contact or lead in your board to match the conditions of the sync.
It should trigger nearly instantly.
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Integrations Log
Whenever you are in a monday board, you can click integrations at the upper right side. From here you can add more integrations or review the integrations that have been running.
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Click Integrations Activity
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Integrations Log
The integrations log will show you what has been running (or not running) which may aid in troubleshooting your new automations/syncs.