How to integrate Monday.com with Profit.co?

Category: General

Profit.co enables users to integrate Monday.com with their accounts and automate their key results progress.

Why this Feature?

Integrating your profit.co account with Monday.com will automate and track the status of your completed tasks through Profit.co key results and keep your progress updated.

Note: To perform this task, you must have Monday.com administrator email credentials and you need to be a super user in Profit.co

Step 1

Click on the button you will be redirected to the Monday.com website. Enter your email address on the login page and click on Continue or you can log in with a Google account.

Step 2

On the Monday.com home page, click on your profile icon and select Admin from the left navigation panel. It will redirect you to the Admin page.

Step 3

Now select Admin → API and click on the Copy button to copy the Personal API Token.

Step 4

In your Profit.co Admin account, Navigate to Settings → Integrations → Connectors.

Step 5

Now click on the Manage button of Monday.com

Step 6

Now click on the Connect to Monday.com button.

Now enter the connection name and paste the copied API key from Monday.com here and click Connect.

Now your Profit.co account is successfully integrated with Monday.com.

Step 7

Now create a key result using the step-by-step guide.

Note: While creating key results you can use the only Percentage tracked KR when your Profit.co account is integrated with Monday.com.

Step 8

Note: While creating key results you can use the only Percentage tracked KR when your Profit.co account is integrated with Monday.com.

Step 9

You can create key results in the usual way. In the second step enable the Auto-update toggle and select Monday.com

Step 10

Now fill in the necessary fields then click Add.

Note: In order to check-in the key result based on the status, select the Label column based on the status you applied for the key results that you created in your Monday.com account.