In this article, we are going to build a custom integration recipe. It will transform text between two text columns on your board between lowercase and uppercase.
Here is the link to our GitHub repository for this custom integration.
In the end, it will look similar to this:
All integrations in monday.com have one or more recipes associated with it.
A recipe consists of two parts: a trigger and an action. These are both found in a sentence that ties them together. A trigger is an event that happens in monday.com or another service. The action is the result of this trigger.
You can use triggers and actions already in monday.com and custom ones using our Workflow Blocks. This provides you with the flexibility to create any workflow that you could imagine. A few examples of recipes you can build with integrations are:
- When a lead is created in salesforce > create an item in monday
- When status changes to something > send email to user
- Each time period > create and share report from a board
In this quickstart guide, we'll build a simple integration that automatically manipulates data from a text column into another text column. The app will do the following things:
- Use a monday trigger to notify your app when a column data has changed
- Use a custom action to write the manipulated text to a column value
Don't have a monday.com account, or need one for testing? Sign up for a free developer account here.
To add an integration to your monday app, simply click on the "Create Features" section of your app and choose "Integrations."
Next, choose the "Quickstart Integration - NodeJS" template to start. Add in the missing scopes, run the command scaffold in your command line, and paste the resulting URL into the URL box.
In the feature editor, open the "Feature Details" tab. This tab allows you to add a title and description to your custom integration recipe. The user will see the title and description when they see your recipe in the Integrations Center.
After this step, you should be able to load up the app for the first time using your local tunnel. Pretty exciting!
Our new feature templates provide the integration recipe for you, so it is ready to go.
This integration utilizes a custom action that calls our API to update a second text column. If you want to see the code behind this recipe, navigate into the "quickstart-integrations" folder downloaded onto your computer after you ran the command line prompt in Part 1.
In short, integrations run off of triggers that invoke certain actions. These triggers are the conditions that must be met before an action can take place.
You're done! Head to any of your boards to add the integration recipe by searching up its name (in this example the integration name is "New Feature").
Follow the integration recipe prompts as normal (selecting which Text columns you want) and watch the magic unfold!
Once you've finished this article, read these to learn more about key concepts:
- Learn about implementing Custom Triggers.
- Do a deep dive into how integrations handle the authorization process.
- Check out our OAuth and Permissions documentation.
- Read our Frequently Asked Questions section.
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Updated 8 days ago