If youβve been looking for a way to share your monday.com data with clients or team members in a user-friendly app with granular permissions β youβve come to the right place. Say hello to monday.com as a data source in Softr!
Hereβs a video by JJ, Softrβs community and education lead, with a detailed overview of the integration:
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We heard from plenty of monday.com users who were looking for ways to display and collect monday.com data in a simplified interface, both for clients/external users and other internal team members who donβt have monday.com seats.
With Softrβs release of this integration, you can unlock new ways to share and update your monday.com data through client portals, dashboards, and more. Hereβs whatβs in the release:
And here are some examples of what you can do with this integration:
Letβs dive in!
Want to increase project transparency without giving your clients guest access to monday.com? With Softr, you can build secure client portals and dashboards on top of your monday.com data, giving your clients easier access to only the information that matters to them.
Control what users can see and what actions they can take, such as viewing project timelines, making status updates, sharing files, and leaving comments and feedback.
π‘You can also build portals for internal team members, e.g. to allow permission-based team access to certain monday.com boards with a clear and simple interface (no spreadsheet views).
Remove the hassle of integrating third-party form tools with automation platforms to capture data from clients or other team members in monday.com. With Softr, you can give users a way to submit information through a conditional form, or in a portal interface, and your monday.com records will automatically update in the background.
Display data from multiple monday.com boards in one spot, without having to upgrade to a higher plan. With Softr, you can pull information into user-friendly dashboards for your team, without worrying about limits on the number of boards you can combine data from.
If youβre looking to pull data from multiple sources into one place, Softr is the place to do it. Connect your monday.com board data with other data sources, such as Airtable, HubSpot, BigQuery, SQL, and more β all within a single app.
1. Connect to your monday.com data. Any changes you make in your Softr app will reflect in monday.com, and vice-versa.
2. Build your app without code. Use pre-built blocks β including Lists, Forms, Tables, and more β to help users to visualize and interact with your monday.com data.
3. Define custom user groups and permissions. Control what information different types of users can access, and which actions they can take. Learn more in this help doc.
The monday.com integration is available on the Professional plan and higher. Try it today, and see how much more you can do with your monday.com data!
Available on the Professional plan and higher.