Starter
Create an item in monday.com when a new message comes in to Front
When a new message comes in to Front, create an item in monday.com.
Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.
Every step, in order
When it happens in the first app, the step runs in the second, with the client’s own account.
- A new message comes in
- An inbound message in any shared inbox, checked every 5 minutes. The token needs events read access.
- Create an item
- An item on a board, named. Columns are set on the board’s defaults.
- Starts whenA new message comes in
Front
- App stepNamed after the conversation’s subject
What each client fills in
- monday.com: Board ID
- For example the number in the board’s URL
The accounts it needs
Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.
In the client’s Front: Settings → Developers → API tokens → Create API token with the Shared resources namespace and the Read and Write permissions (Write for the contact step, Read for the triggers, which list events).
In the client’s monday.com: avatar → Developers → My access tokens → Show → copy.
After you install it
It lands switched off. The client’s checklist holds exactly this:
- Connect the client’s Front, for “A new message comes in”
- Connect the client’s monday.com, for “Create an item”
- Fill in monday.com: Board ID (For example the number in the board’s URL)
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