monday.com is a cloud-based work and project management platform that aims to help you plan, track, and collaborate across your tasks and projects.

When you connect your monday.com and GoFormz accounts, you can establish a relationship between your Forms, and your monday.com boards.

Include monday.com Workflow steps in your Custom Workflows, or leverage the existing monday.com Workflow recipes.

Your monday.com app connection makes two Workflow actions available, which you’ll find detailed below.

Teams organize and track their work on their monday.com boards. When you use the Create monday.com board item Workflow step, you can use your collected Form data to add new items to your monday.com boards, and populate their values.

Likewise, you can use your board values to generate a dataset that contains selected column values from your monday.com boards. You can then use your collected board values to populate your Forms or DataSources.

The Get board values action is only available for Enterprise-tier accounts, and requires training with Pro Service. Contact your Account Manager if you’d like to set up a training session.

Some steps also offer a guided set-up process with Workflow recipes.

Save time and ensure that your Workflow recipes are set up correctly when you leverage pre-existing monday.com Workflow recipes.

The Create monday.com board item Workflow recipe adds a new item to your monday.com board, and populates its values.

With this recipe, you’ll add items to an existing monday.com board. You can then populate the corresponding item’s values with hard-coded values, or using Workflow Variables.

Additionally, you can generate a PDF copy of the associated Form and deliver it to your board.

The available monday.com Workflow steps can also be leveraged within Custom Workflows for Enterprise-tier accounts.

With Custom Workflows, you determine how the available monday.com Workflow actions can be used to best suit your organization’s needs.