Monday Com Zapier Integration – Easily build, run, and scale

This article is focused on answering Monday Com Zapier Integration …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are use cases for banner and landing page demands think of it more like innovative requests from designers material so on and so forth copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and then i want to reveal you a sneak a preview of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you guys that too and lastly i’m going to reveal you control panels um so let’s start in a minute i simply wish to pull up the um thing that i wanted to reveal you men so i have it open and then we’re going to start awesome okay let’s start and landing page demand i’m assuming

 

you men i’m simply gon na reveal um speak about the fundamentals really quickly but i’m sure you guys know that this is a board every one of these are called each row and a group is called an item today we’re going to review integrations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this between tasks or customers and it really just depends on your workflow and the method we did it here to you can do it any way you desire however a cool way to get a brief before working on a creative demand is utilizing the form so a type generally takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll fine let me reveal you how to create a type but generally this kind can be found in here and then the team lead of the imaginative design team or any other group can appoint a certain designer to deal with it so let me reveal you people how to produce and add a form if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you guys examine the view area due to the fact that it’s just another method to show um all your products simply see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the type view and like i said it takes particular columns not the individual column naturally but other columns that you can conceal or make um viewable for the individual that is going to be given the kind they can submit this file if you wish to require it you can always do a checkbox and after that they can’t submit the form without filling this info in so you can actually simply produce any column with anything that you guys need when a creative request is available in make it a form share the form sneak peek the program you guys how a form looks like um the name of the demand you want you wish to include a certain short with a specific i know each company has a specific structure that

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they utilize um when do you need it by the concern and so on and so forth um you can take this link after put one second let me click on the kind i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make appearance i’ll simply show you guys let’s fill it in and you can see um webinar request test i can include a particular file for example today whatever remains in the preparation concepts phase and i need the innovative department to assist me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest concern i wish to submit it and let me show you guys how it comes in on the board webinar request test so it’s constantly going to come into the first group which is very important to know and then it can be called ideas or requests coming in and after that i can simply proceed take it and move it to a particular group that i believe it matters for in this case it needs to be done by may so i’m going to keep it in this group i can move it to another group or another board depending upon how you detail your workflow just to ensure you people are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes incredible awesome incredible i’m glad you guys are listening and comprehend everything terrific um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them as well and now i’ll simply offer like a short introduction this is the person column as you people understand we have our seven core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and also as a view we’ll get to that um soon um dale you just ask assuming one form can populate a number of columns on one board yes dell you are correct every column that you produce can be almost every column you create can be in a form view and individuals can fill it out and it is available in as an item on the board excellent so this is our column center what we utilize here is a concern one we called it concern however it’s basically a ranking column um we have a. Monday Com Zapier Integration

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file column and we have a tags column what i enjoy about the tag column is if i click on this today it’s going to do a cross board search about every board i have on my um account and it’s going to search facebook it’s going to do a cross board search let me reveal you guys how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a specific project i’m dealing with i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i enjoy the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m unsure if you men understand what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i might show you people eliminate deadline mode essentially what i wish to do i wish to set as due date i wish to take the status column however i might take any status column i have for example the. Monday Com Zapier Integration