Create a record in Airtable when an item’s status changes in monday.com

What each client fills in

Airtable: Base ID

From the base’s URL: airtable.com/appXXXX/…

Airtable: Table

For example Leads

monday.com: Board ID

For example the number in the board’s URL

monday.com: Status column ID

The column’s ID: its menu → Column ID (“status” for the first status column).

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 monday.com: avatar → Developers → My access tokens → Show → copy.

• Airtable

  airtable.com/create/tokens → Create token → scopes data.records:write and data.records:read (lookups and the triggers) → add the client’s base → copy the token.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s monday.com, for “An item’s status changes”
2. Connect the client’s Airtable, for “Create a record”
3. Fill in monday.com: Board ID (For example the number in the board’s URL)
4. Fill in monday.com: Status column ID (The column’s ID: its menu → Column ID (“status” for the first status column))
5. Fill in Airtable: Base ID (From the base’s URL: airtable.com/appXXXX/…)
6. Fill in Airtable: Table (For example Leads)
7. Match Airtable’s fields to the client’s own: Item, Column, New status, Old status