I hope someone can help on this! We have our projects listed in a Monday board, and each project will have various files and photos to go with it. What I would like to do is be able to go into the info box-add files, or the file column, and somehow link to a folder in Dropbox that contains the files. I can upload the files manually into Monday, but then if a file gets added in the Dropbox folder, it won’t be added to Monday unless I manually do it. We have lots of files to keep track of, and it wouldn’t be practical to update in Monday manually each time we add or change a file. Any help or thoughts would be appreciated.
It would be possible to use something like Integromat or an custom app to automatically add files when they are added to a Dropbox folder. However, using a link column to link to the Dropbox folder for the project would another solution to consider. Let me know if you would like additional details.
I have a somewhat similar situation: Using Monday.com’s form feature, users fill out a form, while attaching a file. This file is then placed under the “Contract” column in Monday. We use Box as our internal file mgmt system. Ideally, I would like that file submitted by the user to automatically go into a specific Box folder and the Contract column updated to the file in Box.
I first tried Zapier, however the PDF file was transferred to Box in Binary/Text format. I am working in Integromat now, however I am unsure which option under Monday would be best suited for this. Under the Files category: List Files, Add a File to an Update, Add a File to a File Column Value. I tried other options: Get an Item’s Column Value and Get an Item, however those proved not capable of handing files. On the Box side, I chose Upload a File.
Any help would be appreciated!
I have not used Box. But, what you are wanting to do is pretty straight forward. Basically, you will want to get the monday item and get the public URL from the asset of the file you want. Then use the HTTP - Get a File module with that URL to get the file.
Jim - The Monday Man channel
Our Latest Video: POWERFUL Item/Subitem Templates with Integromat - YouTube
We did a 300 item upload of contacts from a Salesforce migration into monday. We want to upload unique files to each item. we of course want to minimize any manual work with dragging and dropping them.
We are wondering if Integromat or Zapier can help with this data clean up? Some how link our file system to map to each item. Thoughts?
Thanks in advance!
Hi again @JCorrell - I just took a look at your videos. Useful stuff! Thanks. Just wondering, do you have any suggestions on how to setup a formula with integromat so that when an item is added to Monday, it automatically attaches a specific template from google drive? Ideally, it attaches a new version of the master template so that each item isn’t working off of the same document. This might be too complex, but it would be even better if the template can be added into the emails and activities window on Monday.
What I am understanding is you want to copy a file template based on some criteria from google drive to a monday item. This is pretty simple. The “hard” part is the timing. Depending on how the item is created, there might need to be a different trigger than item creation. Specifically, if certain column values are used to decide which template to use, then the trigger needs to occur after the values are available.
Regarding the emails and activities portion, I would need more details.
Currently, all correspondence and notes on clients are being housed in the ‘emails and activities’ windows in Monday. (see attached photo for reference)
What would be the most efficient, is if I can setup a trigger to generate a copy of a file template (as a link) into the ‘Project Synopsis’ section? Perhaps I can use a status change as a trigger for this to happen. Hope that’s clear!
It is clear.
Currently, neither the existing automations nor the monday API provide the ability to update the Email & Activities events in a way that will do that.
The closest possibility for now is to copy your file to a file column or attach it to an update on the item.
Thanks @JCorrell! Do you know what the formula would be on integromat so that a column populates with a new version of a google doc template?
Processes in Make/Integromat are called “scenarios” and are built by connecting “modules”. The basic scenario for that would include:
- Webhook to capture trigger event.
- Modules to get information required to determine which file to copy.
- Module to get the file.
- Module to upload the file to monday.
thanks @JCorrell! i’ll give it a go!