How to identify core CRM boards through GraphQL API

monday Apps & Developers
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1

Hi,

I’m trying to identify core CRM boards (Contacts, Leads, Deals) using the GraphQL API. I understand that board IDs are unique to each account and board names can be customized by users. Is there a consistent board property, such as a crmBoardType , that could be used to reliably identify these core boards?

Jan

2

What use case do you have that you need to know which board it is, and how would you use that information?

3

Hi, one of my very basic use cases is to create a new CRM contact. There is create_item mutation available in the graph. I just need to know what is the correct board to insert the contact item into.

4

Look into how integration recipes are created - the user adds those to the board. You’d have a custom trigger, which registers with your backend to receive new whatevers. You then send your payload to the trigger webhook and it passes it to the action to create an item.

Its the recipes - when you create them on the board, they subscribe and send your backend the URL to send the details of the new contact etc. to. That then passes it to an action, if its a built in create item, it knows the board ID. Custom actions also send the board ID to your backend.

Basically the key is you don’t actually know what the board ID is necessarily up front, the framework, based on the recipe being added to the board tells you what you need to know as far as where to send it.

  • I should add this is if you want this to be universal and scale to many accounts or boards. If you are only worried about your own corporate account, just get the board ID from the URL in your browser and hard code it.