Using monday.com actions in action flows

Before you can include external actions in your action flows, you must connect the action builder to the external system.

What's my plan?

All Suites

Team, Growth, Professional, Enterprise, or Enterprise Plus

Support

Team, Professional, or Enterprise

Summary: ◀▼

You can connect action flows to monday.com using an API token to automate tasks like creating, updating, and deleting items, adding comments, and managing item status or ownership. This integration helps you streamline workflows by syncing data between platforms, improving collaboration and task management across teams without manual updates.

By connecting the action builder to external systems, such as monday.com, admins can integrate Zendesk with external systems in automated workflows, improving collaboration and maintaining a seamless experience across multiple platforms.

Note: The steps associated with external systems in action flows are referred to collectively as external actions.

This article contains the following topics:

• Connecting monday.com to action builder
• Using monday.com actions in action flows

Connecting monday.com to action builder

Before you can include external actions in your action flows, you must connect the action builder to the external system.

When connecting to external systems for use in action flows, the following best practices are recommended:

• All external actions performed by an action flow are attributed to the user who connected the external system. Therefore, it's a best practice to use a dedicated service account rather than personal credentials when connecting to each external system.
• All integrations request access to necessary scopes. However, it's important that you review and validate the scopes before authorizing the connection to the external system.
• When managing credentials for API key-based tools, such as OpenAI, it's best to store keys in a secure vault or credential manager.

To generate your API token

The monday.com connection requires an API token for authentication. Keep your API token secure and never share it publicly. Treat it like a password.

1. Go to your profile picture in monday.com.
2. Click Developers.
3. Navigate to API Token.
4. Generate a new token.
5. Save the token or keep the window open so you can copy and paste it into Zendesk.

   You'll need it when connecting monday.com to action builder.

You can also visit https://[your-account].monday.com/apps/manage/tokens to manage your tokens. See the monday.com authentication documentation for details.

To connect action builder to monday.com

1. In Admin Center, click Apps and integrations in the sidebar, then select Actions > Action flows.
2. Create or edit an action flow.
3. Open the step sidebar.
4. Under External actions, click monday.com.
5. Click Connect.
6. Follow monday.com's prompts to enter your monday.com API token and complete the connection.
   Note: All external actions performed by an action flow are attributed to the user who connected the external system. Therefore, it is a best practice to use a dedicated service account rather than personal credentials when connecting to each external system.

After you've connected to the system, you'll see an indicator that it's connected and details about the instance you're connected to, as well as the actions available for monday.com.

Using monday.com actions in action flows

The following monday.com actions are available:

• Create item
• Lookup item
• Update item
• Update item status
• Update item owner
• Create subitem
• Add comment
• Move item to group
• Delete item
• List all items
• Lookup board
• Lookup user

Creating an item

Use the Create item action to create a new item in a monday.com board with custom column values.

This action has the following inputs and outputs:

	Variables
Inputs	Required: Board, Item name Optional: Group, board-specific columns After selecting a board, additional input fields will appear for that board's custom columns. You can set values for text, status, date, people, and other column types supported by monday.com. Column values are returned as an array with id, text, value, and type for each column.
Output	Item details including item_id, board_id, group_id, item_name, item_url, board_name, group_title, created_at, creator_id, state, and column_values array.

Looking up an item

Use the Lookup item action to retrieve details of a specific item by its ID.

This action has the following inputs and outputs:

	Variables
Inputs	Required: Item ID
Output	Item details including item_id, item_name, item_url, state, board (with id and name), group (with id and title), column_values array, creator (with id and name), created_at, and updated_at.

Updating an item

Use the Update item action to modify column values for an existing item.

This action has the following inputs and outputs:

	Variables
Inputs	Required: Board, Item ID Optional: board-specific columns After selecting a board, additional input fields will appear for that board's custom columns. Only provide values for columns you want to update. Existing values for columns you don't specify will remain unchanged.
Output	Item details including item_id, item_name, item_url, board_id, board_name, group_id, group_title, state, updated_at, and column_values array.

Updating an item status

Use the Update item status action to change the status label in a status column.

This action has the following inputs and outputs:

	Variables
Inputs	Required: Item ID, Board, Status column, Status label
Output	Item details including item_id, item_name, item_url, board_id, board_name, group_id, group_title, state, status_column_id, and updated_status_value.

Updating an item owner

Use the Update item owner action to assign a user to an item's people column.

This action has the following inputs and outputs:

	Variables
Inputs	Required: Item ID, Board, People column, User The People column field dynamically populates based on your selected board's people-type columns. The User field allows you to search and select from your workspace users.
Output	Item details including item_id, item_name, item_url, board_id, board_name, group_id, group_title, state, people_column_id, people_column_value, and assignee_user_id.

Creating a subitem

Use the Create subitem action to create a subitem under an existing parent item. Subitems are created in the parent item's subitem board and inherit the parent's board context.

This action has the following inputs and outputs:

	Variables
Inputs	Required: Parent item ID, Item name
Output	Subitem details including subitem_id, subitem_name, subitem_url, parent_item_id, parent_item_name, board_id, board_name, group_id, group_title, state, created_at, and column_values array. The subitem_url provides a direct link to view the subitem in monday.com.

Adding a comment

Use the Add comment action to post a comment or update on an item.

This action has the following inputs and outputs:

	Variables
Inputs	Required: Item ID, Comment
Output	Comment details including update_id, item_id, comment_text, created_at, and creator object (with id and name).

Moving an item to a group

Use the Move item to group action to move an item to a different group within the same board.

This action has the following inputs and outputs:

	Variables
Inputs	Required: Item ID, Board, Group The Group field dynamically populates based on the selected board's available groups. You can only move items between groups on the same board.
Output	Item details including item_id, item_name, item_url, board_id, board_name, destination_group_id, destination_group_title, and state.

Deleting an item

Use the Delete item action to permanently delete an item from monday.com.

Important: This action permanently deletes the item and cannot be undone. Use with caution.

This action has the following inputs and outputs:

	Variables
Inputs	Required: Item ID
Output	Deleted item ID and deletion confirmation status.

Listing all items

Use the List all items action to retrieve items from a board or across all boards.

This action has the following inputs and outputs:

	Variables
Inputs	Optional: Board, Limit If no board is specified, the action searches across all accessible boards in your workspace. The Limit field controls the maximum number of items returned (default: 25).
Output	Items array containing item objects (each with item_id, item_name, item_url, state, board_id, board_name, group_id, group_title, and column_values array) and has_more boolean flag. The has_more flag indicates whether additional items are available beyond the specified limit.

Looking up a board

Use the Lookup board action to retrieve details about a specific board. Use this action to discover the structure of a board, including all available groups and columns with their types. This information is useful when building dynamic workflows.

This action has the following inputs and outputs:

	Variables
Inputs	Optional: Board ID
Output	Board details including board_id, board_name, description, state, board_kind, workspace object (with id and name), groups array (each with id and title), and columns array (each with id, title, and type).

Looking up a user

Use the Lookup user action to retrieve user information by user ID or email address.

This action has the following inputs and outputs:

	Variables
Inputs	Optional: User ID, Email Provide either User ID or Email to look up a user. If both are provided, User ID takes precedence.
Output	User details including user_id, name, email, title, photo_url, and account object (with id and name). The photo_url provides a direct link to the user's profile picture in monday.com.