Jotform for Beginners
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The monday.com platform is a visual collaboration tool that helps transform how teams work together. It’s a simple but intuitive tool that enables people to manage work, meet deadlines, and build a collaborative culture.
Jotform’s integration with monday.com sends information from Jotform to your monday.com account as soon as someone fills out and submits a form.
When you add the monday.com integration to one of your forms, preselected data is exported to fill in key details for boards, groups, or items in your monday.com account. This exchange of information eliminates the need for manual data entry or a third-party software tool to connect Jotform and monday.com.
With the integration, you can use submitted form data from Jotform to create or update an item.
The monday.com integration is easy to set up. Here’s how:
- Go to the Settings tab in the Form Builder.
- Click Integrations on the left.
- Search and select monday.com.
- Enter your monday.com API Key then click Authenticate.
- At this step, you would need to select an option from the following monday.com dropdowns:
- Action
- Board
- Group
- Next, map your monday.com fields to your Jotform fields, as shown in the below image.
Note:
If you have a Phone Number field in the form, you must ensure that the Country Code is enabled in its settings. monday.com is forcing the phone number entered to have a Country Code. Thus, if the phone number in your Jotform form does not have a Country Code, it cannot be inserted into monday.com.
- Set up the rest of the options at your discretion, then click the Save button to save the changes.
You can create multiple connections to various monday.com boards and groups with the same integration. See the below short GIF of the steps.
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12 Comments:
Hi!
I was wondering how we can import each field from the Jotform questionnaire directly into each column on Monday as opposed to seeing all the information appear vertically in the "Updates" section of Monday.
I’m looking for a way to get my edit form link on my Monday board
I have tried this and the TEST INTERGRATION will go through but not new enquiries. Can someone help?
Is there anyway that you can push the integration between jotform and Monday. I have some forms submitted in jotform but have only just set up the integration. Is it possible to push these through to Monday.
Currently I have a form connected through zapier to Monday. I use a conditional statement (if a box is checked) then send the response into Monday. (that works)
However, we wanted to go back to old responses (made before the tick box conditional was created), check the box and SAVE/Resubmit the form. (triggering the data from that form to go to monday).
The problem is
1: If I go through Zapier the only option is submitting new forms (doesn't trigger when old ones are updated)
2: If I go direct from Jot --> Monday then the conditional won't work and it's all/nothing.
Is there anyway around that?
How do I get the PDF to come across into files on Monday? Or Im happy for the photo and the wav file to come across. I just need need the photo and wav file in either capacity to link into files on my Monday Board.
We already have existing submission from our form, question.
Once connected, does it create tasks in Monday.com for existing submissions?
Hello,
I am trying to integrate jotform with monday.com and i seem to have managed to integrate the line item with name but it is not syncing the waiver e-signature into link form on the item. How might i be able to get the link to generate, that connects to the e-signed waiver?
Before it updated the old Jotform integration provided a link to the form submitted - why is it no longer doing that? Is there a way to make that work again?
Hey, can I send the form pdf version into the Monday board when a new form is submitted? thanks!
I think we can only integrate 5 fields in the FREE plan. Does this limit go away immediately e.g. Bronze plan?
Dear, I am integrating jotform to Monday.com, the problem I have is when a client sends a file (pdf, jpg, doc.) The file is not loaded directly in the file column of the dashboard, is this possible?