From the info you supplied I would say the best approach is to:
build an Integration app and use “Recurring” as your trigger
use a custom action with an endpoint on your own server
when recurring trigger fires (e.g. once a week) your action will be called with the boardId
your action sends the request to your app
the app receives a token form the platform and can do API calls, like check a status for a given value, create an update, post to a webhook endpoint etc
Not sure what the purpose is of calling a webhook, what does the webhook do with the data you want to send to it?
If do not want to use your own server running the backend code for an integration you are stuck with the default automation recipes in onday.com. I don’t think any standard automation creates an update for all items on your board.
What is your definition of an update? In monday an update is the area where you can write updates for an item (by clicking the left most column). Is that what you mean?
That is a long story I am afraid. You need to program your own app that communicates with the monday platform. In the documentation there are some good examples.
Much thanks to @basdebruin for the super helpful pointers. I definitely agree: it sounds like the best option at this time would be to create a custom solution as we don’t offer any built-in automations that are able to achieve what you’re looking to do.
I’m not sure how much technical experience you have, but perhaps instead of jumping straight into coding your own monday app, you can first experiment with the third-party app integration platforms Zapier and Integromat?
These would allow you to create and set up a similar workflow as the one your described above. I would definitely recommend getting started here!
I’m trying to send every week personalised email to each of our customer. For that I sent an email with gmail, but we have more than 2000 customers, so we are limited with gmail. So we decided to move to SendGrid. We are using Zapier + Sendgrid. But we need to send every week a webhook to Zapier, with the details information of all our item in our board (all of our customers).
Our goal is to “every week, send a webhook” (for each item in a board)
that does look like an awesome solution, thanks so much for sharing here!
@JasonBenichou would oyu be able to let us know if this would do the trick for you? Otherwise, I’d love to see what else we can think of to get to the result you’re looking for.
I tried to create my custom hook to send some informations, but I didn’t find how to do it, all the time I receive “pulse.name” and not the name (or other column values).
You can find here, how I created my custom webhook action :
I see you’re trying to use a custom action block to complete this action.
In your custom app recipe configuration, what did you select to be the input field for the “message” field? More specifically, I’m asking about this screen:
Hey @JasonBenichou maybe I missed something, but are you creating an app? Or just trying to get a web hook triggered to zapier?
If it’s the latter then you shouldn’t need the custom recipe. You just create an integration of type webhook. And plug in the url from zapier for the endpoint to send the info to.
How can I send some information in the webhook ? Because I try with « when status change, send a webhook », on zapier, I just received the information that the status change. But I need some column value and the name of the item.
It’s why I tried to create a custom action for the integration.
You should receive a boardID and a PulseID with the webhook. Then in Zapier have a second module which goes and gets the other columns/info you need using the ‘Get Column Values’ action. Make sure to map the info from the webhook into your ‘Get Column Values’ to make sure you get the information for the right item.
Hi, I can’t contribute to this conversation, but Jason I wanted to congratulate and encourage you for taking on something new and intimidating. Hats off to you! Keep asking questions and taking it a step at a time.
First off, @timlittletech - that’s an excellent solution and exactly what I would recommend. @JasonBenichou would you be able to give that a shot? I’m curious to see if that would work for you.
@evang - that was so amazingly sweet and kind of you! Thanks for being awesome.