Automate on boarding with installation of multiple features

Platform discussions
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1

Hi,
We are trying to create an app that integrates Monday’s crm with some external product.
As part of the app, there are some features that the user has to set up in order to use it. These are the features:

  1. 3 integration templates
  2. 1 board view

I tried creating these features automatically as part of the on-boarding process (or at least take the user where it only needs to click on the “create” button).
The best I managed to do so far is only to create a single feature automatically as part of the on-boarding and only for a specific board. Moreover, the feature is being created only if the user goes to the installed apps on the app store & chooses to use this app, and not upon installation.

The desired behavior I wish to implement is this:

  1. The user installs the app
  2. Upon installation, without any other action done by the user, all the integration templates and the board views will be created for all the different boards.

which of this is possible at the moment? I would appreciate any suggestion on how to implement as much as possible from this described workflow.

Thanks!

2

Hey, Assaf Zaithin

Welcome to the Monday Community

We will develop a robust integration that ensures seamless automatic creation of integration templates and board views during the app installation process. Our approach will focus on utilizing Monday’s API to trigger the setup automatically upon installation, eliminating the need for additional user actions. We’ll ensure the app creates the necessary features across all relevant boards efficiently.

Key steps include:

  • Using Monday’s API to detect app installation and trigger setup scripts.
  • Automatically generating integration templates and board views across all boards.
  • Streamlining the user journey by reducing manual steps to a minimum.
3

Hi,
by “we will develop”, do you mean that this capability doesn’t exit yet?
If that’s the case, is there an ETA on when will it be available to use?

4

Hey, Assaf Zaithin

Being a reputable monday.com consulting firm, we’ve built and implemented CRM integrations for clients across the world. We assure you that our experts can develop a robust integration that ensures the smooth and automatic creation of board views and templates. Our experts focus on utilizing monday CRM’s API to trigger the process automatically upon installation, reducing the need for manual user actions. We’ll ensure the newly built integration offers necessary features across all relevant boards efficiently.

Please connect with us to discuss your project requirements in detail.