Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.
Introduction
Connect Monday to Sana to find and read board items, create boards and groups, and post updates. Keep track of your work and bring your context from Monday to Sana.
In summary, the connector has the following key characteristics:
Category: Project management
Connector type: Real-time
Auth type: API keys
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
Find boards |
Read board items |
Create boards |
Post updates |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Monday. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Create board |
List board id options |
List board ids options |
Create group |
Create update |
Get board items page |
Get column values |
List boards |
List workspace id options |
List workspace ids options |
Update item name |
Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.
Triggers
While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Monday.
Trigger |
Column Value Updated (Instant) |
Name Updated (Instant) |
New Board Created |
New Item Created (Instant) |
New Sub-Item Created (Instant) |
New Sub-Item Update (Instant) |
New User Created |
Specific Column Updated (Instant) |
Sub-Item Column Value Updated (Instant) |
Sub-Item Name Updated (Instant) |
Scope and permissions
This connector uses API keys. When you connect your account, we securely store your keys to connect to this connector's APIs. The scopes for this connector depends on the scopes you assign your API key in Monday when generating the key.
Set up instructions
Prerequisites:
You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.
Step 1: Go to the connectors page in Sana
In Sana, click on your profile icon and name in the bottom left corner and select Connectors.
Step 2: Find Monday in the list of available connectors
Scroll to the Available connectors section and locate Monday.
Note: If you can't find a connector in this list, it means one of the following:
You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.
Step 3: Hover the connector card and click the connect button
Hover the Monday card and click the Connect button.
Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.
Step 4: Initialize the Pipedream connection
When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.
Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.
Step 5: Provide your Monday credentials
You'll be asked to paste the credentials for Monday so Sana can store them securely and use them to call the connector's APIs on your behalf.
Step 6: Complete the set up
You've successfully connected your Monday account. Click Continue to complete the setup and start using the connector.