Creating workflows for Monday.com users

Let Oomnitza be your single source of truth!

You'll get visibility of your users as data from Monday.com is automatically transformed into consumable information and actionable insights.

Connect Oomnitza and Monday in minutes

Get the information and insights that you need by creating configurable workflows for:

• Getting a user's last activity, enabling you to identify accounts that are underutilized or that can be canceled
• Getting detailed user information, including the user's role

Navigation

Before you start

 Creating a SaaS workflow

 Creating a user workflow

Before you start

Before you can create the integration in Oomnitza, you must Add your credentials.

Before you create a SaaS user workflow, run your extended user integration and selected User plus SaaS User to populate the software entry in the Software > SaaS menu.

Creating a SaaS workflow

You can create a Saas User workflow in Oomnitza using the Monday.com preset.  This preset supplies you with the role and last activity of Monday.com users. The following role types are retrieved:

• Admin - the user is an Admin

• Guest - the user is a guest

• Viewer - the user is set to view only.

• Member - the user does not match any of the other roles.

To create a Saas User workflow using the Monday.com User Role preset, complete the following steps:

1. Click Configuration > Workflows 
2. Click Add (+) and select Software SaaS Users from the list.
3. Enter the name and a description of the workflow. 
4. Edit the Begin block by adding the rules that will trigger the workflow. For further information see SaaS User Roles.
5. Click the Blocks tab, and drag and drop the SaaS User Role retrieval block onto the canvas.
6. Click the Edit icon.
7. Enter Monday in the search field and choose the Monday SaaS User Role preset.
8. Click the right arrow >.
9. Enter your Credentials.
10. Select the Deactivate User checkbox to deactivate the SaaS user in SaaS > Monday > Users if they are not found in your Monday instance.
11. Click SAVE.
12. Connect the blocks.
13. Save, validate, and activate your workflow.

To view active Monday users in the SaaS Users UI, complete the following steps:

1. Click Software from the menu.
2. Select the SaaS tab, and select your software entry for Monday.
3. Click Users in the side pane.                                 
4. The Role and Last Activity column will be populated with the user details to confirm that this user has been found in your Monday.com SaaS.

Reference articles for creating workflows

• Creating SaaS user workflows.
• Offboarding SaaS users.

Create a Get User workflow

To create a Get User workflow, you must complete these steps:  

1. Click Configuration > Workflows 
2. Click Add .
3. Use search to find and select the Users object.
4. Edit the Begin Block and add rules to trigger the workflow. For example, if you set the Actions to Schedule and add a rule so that the Email Equals <EmployeeEmail> you can trigger a workflow to fetch a user matching a certain name on a specific date. Refer to Using the Begin block. 
5. Drag and drop the API block onto the Sandbox.
6. Click Edit on the API block and enter Monday in the search field. 
7. Select the Monday Get User by Email preset. To choose the preset, click the forward arrow (>).
8. Select the credentials that you created in Adding your Monday.com credentials to Oomnitza.
9. Select Advanced Mode.
10. Select the Body tab. Review and ensure that the properties referenced in this location, such as {{email}}, references the correct Monday.com user email.
11. Select the Response tab. Map the response following the example below.
12. Connect the Blocks. 
13. Save, validate, and activate your workflow.

Result
Open the record that was targeted in the begin block criteria. The fields that you mapped in the workflow Response tab should now be populated with the information retrieved by the workflow.

Reference articles for workflows

• Mapping positive and negative responses
• Troubleshooting workflows 
• Using the API block