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How to Integrate Monday.com Project Boards for Task Management with Zapier
Integrating Monday.com project boards with Zapier allows you to automate workflows, connect Monday.com to other tools, and streamline task management. Here’s a step-by-step guide to set up this integration:
Click on the 'Trigger' field to select the event.
Choose an event app and click on it.
Set the trigger event.
Connect your Gmail account.
Set the keyword.
Click on the 'Test trigger' button to confirm data is being pulled correctly from Gmail.
Click 'Continue with selected record'.
Search and select 'Monday.com' as an action app.
Set the action event.
Connect your Monday.com account.
Choose the board and group on Monday.com where the task will be added. Click 'Continue'.
Run a test to ensure the trigger and action are working as expected by clicking 'Test step'.
Click 'Publish' and turn on the Zap to activate the workflow.
