Documentation
monday.com Connector for Gravity Forms documentation
How to set up and use monday.com Connector: install, settings and fixes for common problems.
Overview
The monday.com Connector sends Gravity Forms submissions to your monday.com boards, filling in columns from the form and retrying on its own when monday.com is unavailable.
Where to find it: Forms → Settings → monday.com, and each form’s Settings → monday.com.
What you need
- WordPress 6.0 or newer
- Gravity Forms 2.5 or newer
- PHP 7.4 or newer
- A monday.com account that can see the board you want to send to
Install
- With The Vault (easiest): open The Vault in your WordPress menu, find monday.com Connector and click Install. It is installed and activated for you.
- By hand: buy a license on the plugin page, then go to Plugins → Add New → Upload Plugin, choose the zip and activate it.
Updates arrive automatically from wpwizards.com, like plugins from WordPress.org.
License
This is a premium plugin. Open The Vault → Licenses, paste the key from your order confirmation and click Activate License. WP Wizards clients have every plugin included while their service is active, with no key needed. Without a license the plugin keeps working but stops receiving updates.
Quick start
- Get a token. In monday.com, click your profile picture, then Developers, then My access tokens. Copy the token.
- Connect. Go to Forms → Settings → monday.com, paste the token into API token and save. The page shows Connected and who the token belongs to.
- Add a feed. Open a form, go to Settings → monday.com and click Add New. Choose the board, then match its columns to your form fields.
- Test it. Submit the form. The item appears on your board and the entry shows a link to it.
The token
The token can do whatever its owner can do in monday.com. Use an account that has access to the boards you need, and treat the token like a password. It is stored in your site’s database and is never written to logs, entry notes or emails.
Column types
| Text, Long text | Any answer. |
|---|---|
| An email address. | |
| Phone | A phone number. Numbers without a country code use the country from the settings. |
| Status | A label that exists on the column. The feed page lists them. |
| Dropdown | One or more labels, separated by commas. |
| Checkbox | Any answer ticks the box, except no, false, 0 or off. |
| Date | A date. |
| Numbers | A number. |
| Link | A web address. |
| Files | Set with “Attach uploaded files to”. |
Other column types, such as people, timeline and connected boards, are not shown in the mapping. If an answer does not fit its column, that column is left empty, the rest of the item is still created, and the entry notes say which column was skipped.
Fixed values
To send the same value every time, for example a status of “New lead”, choose Add custom value on the right side of a mapping row and type it. Merge tags work in custom values.
Avoiding duplicates
Under When someone submits, choose Update their existing item if there is one. Pick the column to look in and the form field to look for. Email works best. Text columns must match exactly, and phone columns match on the digits. If nothing matches, a new item is created.
When something goes wrong
- monday.com cannot be reached or is busy: the plugin tries again after about 5 minutes, 30 minutes and 3 hours. Retries use the WordPress scheduler, so they run when the site next gets a visit.
- After the last retry: the email address in the settings gets a message with a link to the entry.
- The token is wrong or was revoked: nothing is retried, because trying again would not help. Fix the token, then use Send now on the entry.
The submission is always saved in Gravity Forms first, so nothing is lost.
On each entry
Open an entry to see a monday.com box: sent or not, a link to the item, and a Send now or Send again button. Send again updates the same item with the entry’s current answers; it does not make a second item. The entry notes record every attempt. You can also add a monday.com item column to the entries list.
New columns or groups are missing
Board lists are remembered for ten minutes. After adding a column or group in monday.com, click Refresh lists from monday.com under the Board setting.
Settings
Forms → Settings → monday.com
| API token | Your monday.com token. The Connection line below it shows whether it works. |
|---|---|
| Country for phone numbers | Two-letter country code, such as US, CA or GB, used when a number has no country code. Default: US. |
| Email for failed sends | Gets a short email when a submission could not be sent after every retry. Leave empty for none. |
Feed settings
| Feed name | A name for your own reference. |
|---|---|
| Board | The board that receives the item. |
| Group | Where on the board the item lands. Default: the top group. |
| Item name | The name of the item. Merge tags let you build it from the form, such as the visitor’s name. |
| When someone submits | Always create a new item, or update the existing one when a match is found. |
| Column mapping | Which form field, or fixed value, fills each column. |
| Add the full submission to the item as an update | Puts every answer in the item’s Updates. On by default. |
| Create status and dropdown labels that do not exist yet | Lets a new answer become a new label. The token owner must be allowed to edit the board. |
| Attach uploaded files to | The Files column that receives files from the form’s File Upload fields. |
| Only send when | Send only when the answers match a rule. |
Troubleshooting and questions
The Board list is empty or shows an error.
Check the Connection line under Forms → Settings → monday.com. The token owner must be able to see the board.
A status column stayed empty.
The answer did not match a label on that column. Use one of the labels listed on the feed page, or turn on creating labels.
A phone number was skipped.
monday.com only accepts numbers that are valid for their country. Check the country code in the settings.
An entry says “Waiting to try again”.
monday.com could not be reached. It will retry on its own, or you can click Send now on the entry.
Is this made by monday.com or Gravity Forms?
No. It is an independent plugin by WP Wizards and is not affiliated with, endorsed by or sponsored by either company.
For developers
wpwgm_job |
Filter. Change what is sent for one submission. Receives the job, feed, entry and form. |
|---|---|
wpwgm_sent |
Action. Fires after a submission reaches monday.com, with the item id. |
wpwgm_api_version |
Filter. The monday.com API version to request. |
wpwgm_max_file_bytes |
Filter. The largest file that will be sent. Default 25 MB. |
Get help
Stuck on something this page does not cover? Contact us and tell us which plugin and version you are on. Need it to do something it does not do yet? We build custom plugins too.
