monday.com integration
Connect monday.com with your Softr applications to turn boards into living, member-facing apps. Capture intake from Softr forms, surface monday.com items in client portals, and keep project data in sync across your team — all without code.
Overview
The Softr monday.com integration lets you read from and write to any monday.com board straight from your Softr workflows. Trigger automations on form submissions, button clicks, or record changes to create new items, update statuses, fetch project data, or clean up stale records — keeping monday.com as the single source of truth for your team while Softr handles the front-end experience.
This fits naturally anywhere your Softr app collects or displays operational data: client request portals where each submission becomes a monday.com item, internal dashboards built on top of your existing boards, project status pages for clients, intake forms that turn into tasks, and admin tools that let your team review and update work without leaving Softr.
Available Actions
Add record
Create a new item on a monday.com board with column values mapped from your Softr form, record, or workflow inputs.
Get record
Retrieve a single monday.com item by ID to display its details in a Softr page or use its values in later workflow steps.
Get records
Fetch multiple items from a board at once — perfect for powering Softr lists, tables, or dashboards with live monday.com data.
Update record
Change column values on an existing monday.com item when something changes in your Softr app, like a status update, assignment, or due date edit.
Update records
Update several monday.com items in a single step — handy for bulk status changes, reassignments, or syncing a batch of records.
Delete record
Remove a single item from a monday.com board, for example when a request is canceled or archived in your Softr app.
Delete records
Delete multiple monday.com items in one step to clean up completed, rejected, or expired records in bulk.
Key Benefits
- No-code project automation: Build workflows between Softr and monday.com visually — no scripts, no API calls, no glue code.
- Single source of truth: Keep monday.com as your operational hub while Softr handles the customer-facing or internal interface.
- Real-time collaboration: Items created or updated from Softr show up immediately in monday.com for your team to act on.
- Bulk-friendly: Create, update, or delete many items at once to keep large boards clean and current.
- Member-facing or internal: Power client portals, intake forms, and back-office dashboards from the same monday.com board.
Example Use Cases
| Use Case | Description |
|---|---|
| Client request portal | Let clients submit requests through a Softr form and automatically create a new item on your monday.com intake board. |
| Project status dashboard | Display live project items from monday.com inside a Softr list block so clients can track progress without a seat. |
| Internal team dashboard | Build a custom admin view on top of an existing monday.com board, with filters and actions tailored to your team. |
| Intake form to task pipeline | Turn lead, support, or hiring form submissions into structured monday.com items routed to the right group. |
| Status updates from Softr | Let team members or clients update an item’s status, assignee, or due date directly from a Softr record page. |
| Cleanup and archival | Bulk-delete completed or canceled items from a monday.com board on a schedule or via an admin button in Softr. |
How to Connect Softr with monday.com
- Open your Softr app and go to Workflows.
- Create a new workflow and add a monday.com action.
- Click Connect to monday.com and authorize Softr to access your account.
- Pick the board you want to read from or write to.
- Map your Softr form fields, record values, or previous workflow outputs to the monday.com columns.
- Save and activate your workflow.