When setting up an integration in onday.com, selecting a board is a crucial step. This guide explains the purpose of board selection and how to complete the setup process effectively.
Last updated
In monday.com, a board is a workspace where you organize, manage, and track specific projects, tasks, or workflows. Each board can represent a different team, department, or project, and it serves as the foundation for all data within your monday.com account.
When you integrate a third-party service or application with monday.com, the integration needs to know where (which board) to send or retrieve data.
Here’s why board selection is important:
Data Flow: The selected board becomes the destination for incoming data or the source of outgoing data during the integration.
Automation Setup: Some integrations create or update items (tasks) on specific boards based on triggers (e.g., new email, form submission, etc.).
Organization: It ensures that the right data is routed to the appropriate board, maintaining clarity and order in your workflows.
1. Navigate to the Integration Settings
Open the integration panel in your monday.com workspace.
Locate the app WhatsApp by Whatcrm in the left-hand sidebar.
Click on the settings gear to access the configuration options.
2. Locate the Board Selection Dropdown
In the settings menu, find the “Board” field.
This dropdown displays all the available boards in your workspace.
3. Choose the Desired Board
Select the specific board where you want all new messages and data to appear.
For example, choose “Board By Whatcrm” to direct messages to a pre-configured board.
Once you’ve selected a board:
Message Handling:
All new WhatsApp messages will be directed to the selected board.
If the sender’s contact already exists in the board, the integration will add the message to the existing item.
If no matching item is found, a new item will be created with:
The sender’s phone number.
A tag (indicating the integration source).
Default Board Logic:
If the chosen board is not found or deleted, the system will attempt to send data to the default Whatcrm board.
If no default board exists, the item will not be created.
Working Across Boards:
The integration only searches the selected board for existing contacts.
Even if a contact exists in another board, the system will not link to it. This ensures clarity and avoids duplication.
Performance Optimization:
Searching across multiple boards in large workspaces can be resource-intensive and cause delays.
Technical Limitations:
monday.com does not allow searching across all boards simultaneously. The system can only search for existing items within a single, selected board.
Efficiency and Clarity:
By limiting the integration to a single board, the system ensures faster delivery and avoids confusion from duplications in unrelated boards.
Board Selection: Always ensure you’ve chosen the correct board for integration.
Unique Board Logic: The system works exclusively within the board you’ve selected.
Default Behavior: If no board is selected or found, the default Whatcrm board is used (if available).
By following this guide, you’ll ensure a seamless integration between Whatcrm and monday.com, allowing you to manage your WhatsApp conversations efficiently. 💬✨
If you have further questions or need additional assistance, feel free to contact our support team! 🚀
