Profit.co enables users to integrate Monday.com with their accounts and automate their key results progress.
What you can do with Profit.co – Monday.com Integration
1. You can track the status of your completed tasks through Profit.co key results and keep your progress updated.
Configure Monday.com in Profit.co
Note: Only Super Users can be able to configure the Profit.co <> Monday.com Integrations.
To perform this task, you must have Monday.com administrator email credentials.
Step 1
Go to the Monday.com website. Enter your email address on the login page and click on Continue or you can log in with a Google account.
Step 2
On the Monday.com home page, click on your profile icon and select Admin from the left navigation panel. It will redirect you to the Admin page.
Step 3
Now select Admin → API and click on the Copy button to copy the Personal API Token.
Step 4
In your Profit.co Admin account, Navigate to Settings from the left navigation panel.
Click on Integrations, On the Integration page, Select the Business Level tab and click on the Monday.com Manage button.
Step 5
Now click on the Connect to Monday.com button.
Now enter the connection name and paste the copied API key from Monday.com here and click Connect.
Now your Profit.co account is successfully integrated with Monday.com.
Step 6
Now create a key result using the Using Form option.
Step 7
Note: While creating key results using an integrated connector, you can use only Increase, Decrease and Control KPI.
Enter the Key Result name, and choose the required Key Result type and KPI.
Select the Automate Check-in and choose Monday.com from the Connection dropdown.
Step 8
Now fill in the necessary fields then click Add.
Note: In order to check-in the key result based on the status, select the Label column based on the status you applied for the key results that you created in your Monday.com account.
Step 9
Once the key result is created, click on the Check-in button. The progress percentage will be pulled from the connected Monday.com account.
Step 10
In the Check-in page, click on the Update button.
Step 11
Now the progress value will be updated in the key result.
Important Note:
To learn more about best practices for integrating third-party apps with Profit.co, click here.