Guides
Guides for monday.com integrations
How to connect Docusign, Microsoft Teams, Typeform, Tally and WordPress forms to monday.com, which option fits your team, and step-by-step setups for the most common workflows.
Microsoft Teams and monday.com
MS Teams Integration Plus
monday.com Teams notifications: 4 ways compared
Compare monday.com's Teams app and Teams integration, Zapier or Power Automate, and MS Teams Integration Plus for monday.com alerts in Teams.
How-to@mention people in Microsoft Teams from monday.com
Post a monday.com card in a Teams channel that @mentions only the item's owner, with the MS Teams Integration Plus custom action.
How-toCreate monday.com items from Microsoft Teams messages
Turn a Teams intake channel into monday.com items. Filter by keyword, read Name, Status and Due Date lines, and link back to the message.
How-toSend a Teams DM to the people assigned in monday.com
Send a private Microsoft Teams message to each person in an item's People column when something changes in monday.com, matched by email.
How-toSend monday.com due date reminders to Microsoft Teams
Post a Teams card when a monday.com date arrives and check for overdue items every day, in a channel, a group chat or the assignee's DM.
How-toSend monday.com notifications to a Teams group chat
Post monday.com notifications in a named Microsoft Teams group chat, with @mentions for the people on the item, using MS Teams Integration Plus.
Typeform and monday.com
Typeform Integration Plus
Typeform to monday.com without Zapier: options compared
Compare monday.com's built-in Typeform integration, Zapier or Make, and Typeform Integration Plus by question types, conditions, updates and cost.
How-toEmbed a Typeform in monday.com with per-client forms
When to embed a Typeform in monday.com and when to automate, plus how to show each client's own form from a Link column on their item.
How-toTypeform lead scoring in monday.com: route leads by score
Score leads in Typeform and route them to two monday.com groups with two automations, with the score in a column and no duplicate items.
Docusign and monday.com
Docusign Integration Plus
Docusign + monday.com: native app vs Zapier vs Make
Compare monday.com's Docusign app, Zapier, Make and Docusign Integration Plus for sending envelopes from boards and syncing status back.
Comparisonmonday.com e-signature options compared
Compare ways to collect e-signatures in monday.com, from the WorkForms Signature question to Docusign, GetSign, PandaDoc, Zapier and Make.
How-toSave signed Docusign documents to monday.com
Keep signed Docusign documents in monday.com on the item or on an archive board, with or without the Certificate of Completion.
How-toSend a Docusign envelope to multiple signers from monday.com
Send Docusign envelopes with several signers from monday.com. Map roles, set the signing order, add CCs and pick People or Email columns.
How-toSend a Docusign envelope when a monday.com status changes
Send a Docusign envelope from a template when an item's status changes in monday.com, then mark the item Signed when every signer is done.
How-toSend a monday.com file for signature with Docusign
Send a PDF from a monday.com File column for signature with no Docusign template, by placing fields yourself or with anchor tags.
How-toUpdate monday.com when a Docusign envelope is signed
Change a status, record who signed and when, and post an update on your monday.com board when a Docusign envelope is signed.
Tally and monday.com
Tally Forms Automation
Tally to monday.com without Zapier: options compared
Compare Zapier, Make, your own webhook code and Tally Forms Automation for sending Tally responses to monday.com boards, by setup, upkeep and cost.
How-toEmbed a Tally form in monday.com dashboards and items
Embed a Tally form on a monday.com dashboard or in every item, with no API key, then add an automation to get the answers onto your board.
How-toTrack UTM campaigns from Tally forms in monday.com
Send UTM values from Tally hidden fields to monday.com columns, then read your board by campaign, source and medium to see which links bring leads.
WordPress and monday.com
WordPress Forms Integration
Best WordPress form plugin for monday.com, by job
Compare 9 WordPress form plugins for monday.com by how each sends names, choices and consent, what's skipped and when a free version is enough.
ComparisonWordPress forms to monday.com: Zapier alternatives
Compare Zapier or Make, single-plugin connectors and WordPress Forms Integration for sending WordPress form submissions to monday.com boards.
How-toElementor forms and monday.com: which route to use
Elementor Pro's Form widget isn't supported by WordPress Forms Integration. Compare MetForm, a supported form on your page and webhook tools.
How-toKeep a WS Form consent log in monday.com
Log WS Form consent and email preferences in monday.com. Stored values arrive instead of labels, so set readable values first, and take care with rebuilds.
How-toSend Contact Form 7 submissions to monday.com
Connect Contact Form 7 to monday.com without Zapier. Each submission creates or updates an item, with your form tags mapped to board columns.
How-toSend Formidable Forms quote requests to monday.com
Turn Formidable Forms quote requests into monday.com items. See how separate values change Status labels, and why a blank Quantity arrives as 0.
How-toSend Forminator bookings to monday.com
Send Forminator bookings to monday.com, with the date in a Date column and the time in an Hour column. Forms show by slug, and polls and quizzes stay out.
How-toSend Gravity Forms entries to monday.com
Connect Gravity Forms to monday.com without the Zapier add-on. Each entry creates or updates an item, with name, address and choice fields mapped.
How-toSend MetForm leads from Elementor pages to monday.com
Send MetForm landing page leads to monday.com. Give every field a unique name, know which forms are listed, and avoid forms built in MetForm Builder.
How-toSend Ninja Forms class sign-ups to monday.com
Turn Ninja Forms class sign-ups into a monday.com roster without the Zapier add-on. Pick the item name, keep class labels and get clean dates.
How-toSend WordPress leads to a monday.com CRM board
Send every WordPress form to one monday.com CRM board. Match on email so a repeat inquiry updates the lead, and a new email creates a new item.
How-toTriage Fluent Forms feedback by score in monday.com
Send Fluent Forms feedback to monday.com and route it by score. A blank number arrives as 0, the same as a typed 0, so here's how to handle that.
How-toTurn WPForms entries into a monday.com inquiry log
WPForms Lite keeps no entries, so make a monday.com board your record. Send each submission to a board and choose how name parts become the item name.
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