Patrick Kool - Monday Tutorials
Patrick Kool - Monday Tutorials
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How to Create & Connect Items Automatically - Monday.com Tutorial (2024)
Learn how to create & connect items automatically in Monday.com
In this video, I cover:
- Triggers & Actions
- Advanced Triggers (If this AND that)
- Connect Boards
- Mirror data between two boards
🛠️ MY TOOLS
(these contain affiliate links that give me a kickback fee. Thank you!)
Monday.com: try.monday.com/patrick-kool
Make: www.make.com/en/register?pc=patrickkool
Pandadoc: pandadoc.partnerlinks.io/8c0mg7zosj1m
🤝 My Contact Details
Interested in tailor-made solutions to take your processes to the next level? Please send me an email: patrick@patrickkool.com
You can also schedule a call via: calendly.com/patrick-kool/automation-discovery-call
💼 LinkedIn
www.linkedin.com/in/patrick-kool/
------------------------
Chapters:
00:00 Creating the Automation
00:55 Advanced Tip
1:22 Linking Columns
3:51 Let's Test!
04:20 How to Mirror Data
Переглядів: 127

Відео

How to Import Google Sheets Into Monday.com (2024)
Переглядів 622 місяці тому
Learn how to import data from Google Sheets into Monday.com In this video, I cover: - How to import data from Google Sheets into Monday.com - How to import columns from Google Sheets into Monday.com - How to link columns from Google Sheets to the right Monday.com columns. 🛠️ MY TOOLS (these contain affiliate links that give me a kickback fee. Thank you!) Monday.com: try.monday.com/patrick-kool ...
Monday.com & Moneybird Integration: Step by Step Tutorial
Переглядів 933 місяці тому
GET THE MAKE.COM BLUEPRINTS HERE FOR FREE ⤵️ productivity-tools.ck.page/moneybird ABOUT THIS VIDEO Learn how to integrate Monday.com and Moneybird by using Make.com In this video, I cover: - How to create & send invoices from Monday.com via Moneybird - How to update Monday.com based on invoice behavior (created & sent) - How to upload the invoice to Monday.com - How to prevent errors with error...
The Ultimate Guide to Sharing Boards in Monday.com (2024)
Переглядів 913 місяці тому
This is the most advanced tutorial on Monday.com boards on UA-cam. In this video, I cover everything you need to know, including: - How to share boards via link - How to share boards with guests - How to share boards with viewers - How to adjust column permissions - How to adjust board permissions - How to adjust account permissions 🛠️ MY TOOLS (these contain affiliate links that give me a kick...
Monday.com & iPhone Integration - Sync Contacts to Your iPhone!
Переглядів 3193 місяці тому
Learn how to synchronize your Monday.com contacts to your iPhone in a few simple steps. We use Make.com and their IOS app to make this happen. Please leave a comment if you're running into issues and I'll try my best to help! 🛠️ MY TOOLS (these contain affiliate links that give me a kickback fee. Thank you!) Monday.com: try.monday.com/patrick-kool Make: www.make.com/en/register?pc=patrickkool P...
Monday.com Permissions - Full Guide about Access, Restrictions & Permissions
Переглядів 1353 місяці тому
GET THE PERMISSIONS GUIDE HERE FOR FREE ⤵️ productivity-tools.ck.page/permissions ABOUT THIS VIDEO Learn how to properly set up the permissions in Monday.com. In this video, I cover: - Board permissions - Column permissions - Workspace permissions (Enterprise) - Account permissions (Enterprise) - How to change the settings - Recommended Monday.com permission settings 🛠️ MY TOOLS (these contain ...
Monday.com Notifications | Tutorial for beginner Monday.com users managing notifications
Переглядів 1463 місяці тому
GET THE NOTIFICATION GUIDE HERE FOR FREE ⤵️ productivity-tools.ck.page/notificiations-guide ABOUT THIS VIDEO Learn how to properly set up your Monday.com notifications so you don't miss any important updates. In this video, I cover: - All notification types - Inbox updates & best practices - Notification centre & best practices - How to configure the default notifications for your team recommen...
Monday.com & WhatsApp Integration: Step by Step Tutorial (2024)
Переглядів 5533 місяці тому
GET THE MAKE.COM BLUEPRINTS HERE FOR FREE ⤵️ productivity-tools.ck.page/whatsapp-integration ABOUT THIS VIDEO Learn how to integrate Monday.com and WhatsApp by using Make.com In this video, I cover: - How to send messages from WhatsApp in Monday.com - How to receive messages from WhatsApp in Monday.com - How to connect your phone number to the Monday.com to WhatsApp integration 🛠️ MY TOOLS (the...
Workload - Monday.com Complete Guide (2024)
Переглядів 1423 місяці тому
This is the most advanced Monday.com Workload guide you'll find. In this video, I cover: - How to create the workload dashboard - The most common mistakes when using the workload widget - The limitations of the workload widget - How to include public holidays - How to export the workload widget to PDF & Excel 🛠️ MY TOOLS (these contain affiliate links that give me a kickback fee. Thank you!) Mo...
Monday.com & PandaDoc Integration - Step by Step Tutorial (2024)
Переглядів 2803 місяці тому
GET THE MAKE.COM BLUEPRINTS HERE FOR FREE ⤵️ productivity-tools.ck.page/pandadoc-integration ABOUT THIS VIDEO Learn how to integrate Monday.com and PandaDoc by using Make.com In this video, I cover: - How to send a personalized template via Monday.com - How to update Monday.com based on document behavior (sent & signed) - How to upload a signed contract to Monday.com - How to prevent errors wit...
Monday.com Time Tracking Guide (2024)
Переглядів 2753 місяці тому
GET THE DETAILED RESEARCH FOR FREE ⤵️ productivity-tools.ck.page/time-tracking ABOUT THIS VIDEO In this video, you’ll find out the best way to track time for your company using Monday.com! In this video, I cover: - What the best time tracking solution for Monday.com is - Pros and cons of the native time tracking solution (known from the time tracking column) - Native time tracking feature of Mo...
Monday.com & Xero Integration: Step by Step Tutorial
Переглядів 2993 місяці тому
GET THE MAKE.COM BLUEPRINTS HERE FOR FREE ⤵️ productivity-tools.ck.page/xero-integration ABOUT THIS VIDEO Learn how to integrate Monday.com and Xero by using Make.com In this video, I cover: - How to create & send invoices from Monday.com via Xero - How to update Monday.com based on invoice behavior (created & sent) - How to upload the invoice to Monday.com - How to prevent errors with error ha...
Prefill Form in Monday.com - SuperForm Tutorial
Переглядів 2103 місяці тому
Learn how to prefill forms in Monday.com by using the SuperForm app. In this video, I cover: - How to install SuperForm - How to setup a form with SuperForm - How to update a form with prefilled data - How to automatically send an email to someone with a form update link Link to SuperForm App: monday.com/marketplace/listing/10000034/superform 🛠️ MY TOOLS (these contain affiliate links that give...
Monday.com Webhooks: Step-by-Step Tutorial
Переглядів 4673 місяці тому
Learn how to integrate Monday.com with any tool by using Make.com and webhooks. In this video, I cover: - How to connect Make.com with Monday.com - How to create a webhook - How to fix the 'Failed to communicate with URL provided' error - A pro tip on creating webhooks faster - How to trigger a Make.com workflow when a status changes. This step-by-step beginner’s guide explains how to use webho...
Monday.com & QuickBooks Integration: Step by Step Tutorial
Переглядів 3913 місяці тому
GET THE MAKE.COM BLUEPRINTS HERE FOR FREE ⤵️ productivity-tools.ck.page/quickbooks-integration ABOUT THIS VIDEO Learn how to integrate Monday.com and Quickbooks by using Make.com In this video, I cover: - How to create & send invoices from Monday.com via Quickbooks - How to update Monday.com based on invoice behavior (created & sent) - How to upload the invoice to Monday.com - How to prevent er...
Monday.com & Docusign Integration - Step by Step Tutorial
Переглядів 7153 місяці тому
Monday.com & Docusign Integration - Step by Step Tutorial

КОМЕНТАРІ

  • @Michael-r1w
    @Michael-r1w 2 дні тому

    Excellent tutorial Patrick, many thanks! You have a new fan (subscriber) Out of interest, can you use an HTTP Request to connect to Monday as an alternative to a Webhook?

  • @RadekRozkiewicz
    @RadekRozkiewicz 2 дні тому

    Thanks for the great tutorial Patrick, I'm stuck on how to secure the URL to make sure I am not getting random hits and triggers at the URL. Any idea how to go about this?

  • @rosshyland7965
    @rosshyland7965 10 днів тому

    Hi Patrick, when I try and create an automation with Monday and Webhooks I get a "Failed to communicate with URL provided" error

    • @patrick-kool-monday
      @patrick-kool-monday 10 днів тому

      Hi, you should watch this video and you'll be able to tackle that problem: ua-cam.com/video/6GyN2KsBgto/v-deo.html&ab_channel=PatrickKool-MondayTutorials

  • @leowouters1191
    @leowouters1191 16 днів тому

    Top

  • @leowouters1191
    @leowouters1191 21 день тому

    hallo Patrick. .. zeer goed uitgelegd !! ik had nog een vraag / wat als je in de webhook Scenario's van Monday niet vind wat je nodig hebt (bv de status van een subitem die van bv. "niet aangerekend" naar "aangerekend" veranderd) kan je dan zelf deze specifieke webhook maken /creëren ? thanks voor je help

    • @patrick-kool-monday
      @patrick-kool-monday 20 днів тому

      Hi Leo, je kan dan het best met een workaround werken. Zo kan je bijvoorbeeld een monday automation gebruiken om eerst een statuskolom aan te passen en dan dat als trigger gebruiken om de webhook te triggeren. Niet ideaal helaas, maar het werkt wel.

    • @leowouters1191
      @leowouters1191 18 днів тому

      @@patrick-kool-monday bedankt Partick !!

    • @patrick-kool-monday
      @patrick-kool-monday 18 днів тому

      @@leowouters1191 Geen probleem! Je kan altijd een bericht sturen als je ergens tegenaan loopt.

  • @aliq1340
    @aliq1340 27 днів тому

    Hey Patrick! Been trying to put this together. Worked well, however do you have any tips on how to do the Date Signed Tabs? Have been completely stuck on it, and can't find any info on it anywhere.

    • @patrick-kool-monday
      @patrick-kool-monday 27 днів тому

      I don't like that part of the integration either. The best way I found so far is to add '...' to the document and use that as the reference point. Hope that helps!

    • @aliq1340
      @aliq1340 27 днів тому

      @@patrick-kool-monday Thank you I will try that. It seems to format over the anchor string It doesn't replace it for me.. Does the Anchor Units work for you at all? Tried to input some numbers but it still stays in the same place

    • @patrick-kool-monday
      @patrick-kool-monday 27 днів тому

      ​@@aliq1340 They did work for me, although it wasn't perfect. And indeed they don't replace it unfortunately. I usually recommend using PandaDoc because it's way more advanced than Docusign for automations. If that's still an option for you, I would highly recommend looking into it. I also created a tutorial for PandaDoc by the way!

  • @alijordyn4905
    @alijordyn4905 Місяць тому

    Hey there! I work for an engineering firm and we are looking into Monday. What would you recommend integration wise to be able to convert board info into a contract? Right now, we have a word doc that has all of our scopes listed, and for each client I take the template and hand enter all client info, remove all scopes we don't need, and the PMs go in and add pricing and customize further. I feel like there has to be a better way to do this but I am stumped. Any recommendations would be appreciated! From what it looks like, Docusign might not offer enough customization.

    • @patrick-kool-monday
      @patrick-kool-monday Місяць тому

      You could do it with Docusign, but I would highly recommend PandaDoc if you can still make the switch. Feel free to email me so we can discuss your project. I'd be happy to help. My email is: patrick@productivitytools.io

  • @sg8345
    @sg8345 Місяць тому

    hey man just wanted to say thank you for making this video. It was really helpful for me to fix some issues I had with the way I had setup my scenario.

  • @talgoldman7728
    @talgoldman7728 2 місяці тому

    I followed your Tutorial but got stuck at Meta's business verification, which I didn't see in the video. We'd appreciate any advice.

    • @patrick-kool-monday
      @patrick-kool-monday 2 місяці тому

      Can you send me an email with more info about where you are stuck? I might be able to help. My email is: patrick@productivitytools.io

  • @peterbreusch8784
    @peterbreusch8784 3 місяці тому

    Thank you Patrick! Just the right level of detail, pace and very informative

  • @shoaibali278
    @shoaibali278 3 місяці тому

    Great explanation. A quick question, is there a way to custom split the hours instead of equal distribution. Any marketplace app suggestions?

    • @patrick-kool-monday
      @patrick-kool-monday 3 місяці тому

      Not that I'm aware of. I would suggest solving this by separating the task in two (sub)items

  • @kyesach6636
    @kyesach6636 3 місяці тому

    Thanks, Patrick! It's just what I've been looking for! 👍

  • @NoamLevy-ty9bi
    @NoamLevy-ty9bi 3 місяці тому

    Very cool! Used this multiple times

  • @GiovanneTorres
    @GiovanneTorres 3 місяці тому

    Amazing tutorial Patrick. Very helpful

    • @patrick-kool-monday
      @patrick-kool-monday 3 місяці тому

      Thanks Giovanne! Let me know if there are problems that you run into and I'll happily help you!

  • @gideon8626
    @gideon8626 3 місяці тому

    I wish I knew this back when we were using both Monday and Docusign independently... Saving this video for the future!

    • @patrick-kool-monday
      @patrick-kool-monday 3 місяці тому

      Awesome! Let me know if you run into problems. Happy to help!

  • @MDimamHossainApu
    @MDimamHossainApu 3 місяці тому

    Your UA-cam channel isn't as optimized as your Linked In profile.