How Integration Works in monday.com: Board Selection Guide

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.

What is a Board in monday.com?

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.

Why Do You Need to Select a Board for Integration?

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:

1. Data Flow: The selected board becomes the destination for incoming data or the source of outgoing data during the integration.

2. Automation Setup: Some integrations create or update items (tasks) on specific boards based on triggers (e.g., new email, form submission, etc.).

3. Organization: It ensures that the right data is routed to the appropriate board, maintaining clarity and order in your workflows.

Step-by-Step Guide 📋

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.

How the Integration Works with Boards 🧩

Once you’ve selected a board:

1. 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).

2. 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.

3. 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.

Why the Integration Focuses on One Board 🤔

1. Performance Optimization:

   • Searching across multiple boards in large workspaces can be resource-intensive and cause delays.

2. 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.

3. Efficiency and Clarity:

   • By limiting the integration to a single board, the system ensures faster delivery and avoids confusion from duplications in unrelated boards.

Key Points to Remember ✅

• 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! 🚀