Monday.com Integration

Sync Coeffection records to Monday.com boards in real time. Maps your entity fields (custom and standard) to Monday columns, auto-creates boards for new entity types, resolves edit conflicts deterministically, and writes a sync-history log per record so you can trace every change.

Prerequisites#

• Monday.com account on a plan that allows API access (Standard plan and above).
• A Monday workspace you have admin access to (so Coeffection can create and update boards).
• Coeffection role with integrations:manage permission.

Connecting Monday.com#

1. Go to Admin Settings → Integrations → Monday.com.
2. Click “Connect Monday.com”.
3. Sign in with the Monday account that has admin access to your target workspace.
4. Approve Coeffection's requested scopes (read/write boards, items, updates, and webhooks).
5. Pick the workspace where Coeffection should sync.

Board mappings#

Each entity type (Contact, Lead, Opportunity, custom entity) can sync to one Monday board. Coeffection's Board Mappings editor lets you:

• Pick an existing Monday board, OR let Coeffection auto-create one.
• Map Coeffection fields to Monday columns column-by-column (text, number, date, status, person, link, dropdown — all supported).
• Choose which Coeffection pipeline stage maps to which Monday group/status.
• Set sync direction per field: Coeffection → Monday only, Monday → Coeffection only, or two-way.

Auto-board creation#

Click “Create board automatically” in the Board Mappings editor and Coeffection will:

1. Create a new Monday board in your chosen workspace named after the entity type (e.g., “Coeffection — Opportunities”).
2. Add columns matching every Coeffection field on that entity (custom and standard), with appropriate Monday column types.
3. Add status groups matching your Coeffection pipeline stages.
4. Register a webhook so Monday changes flow back into Coeffection.
5. Backfill all existing entity records as Monday items on the next sync cycle.

Sync history#

Every sync attempt — successful or failed — appears in the Sync History view (Admin Settings → Integrations → Monday.com → Sync History). For each event you can see:

• Which record was synced and in which direction
• Which fields changed (before/after values)
• If the sync failed: the Monday API error message and a “Retry” button
• Timestamp and triggering user/event

Conflict resolution#

If a record is edited in both Coeffection and Monday between sync cycles, the conflict resolver applies these rules in order:

1. Most recent timestamp wins per field. If a field was edited at 14:02 in Coeffection and 14:05 in Monday, the Monday value wins for that field only — other fields are unaffected.
2. Explicit per-field direction overrides timestamps.If you set “Coeffection → Monday only” for a field, the Coeffection value always wins regardless of timestamps.
3. Locked fields never sync.Set a field to “Do not sync” in the mapping editor to fully isolate it.

Contact matching (existing boards)#

When connecting an existing Monday board (not auto-created), Coeffection matches existing Monday items to Coeffection records by:

1. Exact email match (highest confidence)
2. Exact phone match
3. Exact name match within the same Monday group
4. Fuzzy name match (≥85% similarity) — flagged for review in Sync History before applying

Troubleshooting#