Monday.com Integration
'Connect Monday.com to Supervity, authorize access, and use Monday.com boards, items, and columns in operators and workflows.'
This guide explains how to connect Monday.com to Supervity, what data is available after connection, how operators can use Monday.com data and actions within workflows, and how to remove the integration when needed.
Overview
The Supervity Monday.com integration allows your workspace to securely connect Monday.com as a governed platform capability.
Once connected, operators and workflows can use Monday.com data and actions to automate business processes, retrieve board information, manage tasks and items, and coordinate work across systems.
With the Monday.com integration, Supervity can:
- Access board lists and metadata from your Monday.com account
- Retrieve item details and tracking information
- Manage columns and update column values
- Access user and team profiles within the workspace
- Create, update, and delete boards
- Create, update, and delete items
- Use Monday.com data as context for operators
- Coordinate updates across connected project management systems
All Monday.com access is governed through Supervity's security, permissions, and audit controls.
Prerequisites
Before connecting Monday.com, ensure you have:
- An active Supervity workspace
- A Monday.com account (Free, Basic, Standard, Pro, or Enterprise)
- Permission to authorize applications on your Monday.com workspace
- Access to the Monday.com account containing the boards and data you want to use
Depending on your Monday.com workspace setup and permissions, creating or deleting certain boards and accessing account-wide user directories may require administrative privileges.
Adding the Monday.com Integration
Follow these steps to connect Monday.com to Supervity. If you encounter any issues during setup, refer to the Troubleshooting section of this guide.
Step 1: Open Integrations
- Log in to Supervity.
- From the left navigation bar, click the Integrations icon.
This opens the Integrations page, where all available integrations are listed. Connected integrations and available integrations can both be managed from this page.
Step 2: Select Monday.com
- Locate Monday.com in the available integrations list.
- Click Connect.
Step 3: Authorize Access
You will be redirected to Monday.com's authorization page.
Review the requested permissions and click Authorize to grant Supervity access to your Monday.com workspace.
- If the Supervity application has not been installed in your Monday.com workspace, Monday.com may prompt you or your administrator to install the application first before completing the OAuth consent step.
- Supervity uses Monday.com's standard OAuth 2.0 authorization flow with PKCE (Proof Key for Code Exchange).
- Your Monday.com password is never shared with or stored by Supervity.
Step 4: Complete Connection
After authorization, you will be redirected back to Supervity.
The Monday.com integration will appear as Connected on the Integrations page. Your workspace can now securely access Monday.com capabilities according to the permissions granted.
Having trouble? See the Troubleshooting section for step-by-step help with common setup issues.
How Monday.com Works in Supervity
After connection, Monday.com becomes available as a governed platform tool.
Operators can use Monday.com capabilities when planning and executing tasks, while workflows can automate actions using Monday.com data.
Common use cases include:
- Retrieving project progress and task status
- Creating new boards and structuring lists for new initiatives
- Automatically generating items and updating tracking columns
- Standardizing board metadata and column definitions across projects
- Synchronizing assignment updates and status changes
- Extracting updates for executive reporting and cross-system status sync
- Correlating Monday.com information with other connected systems
Using Monday.com in Operators
Connected Monday.com capabilities become available to operators automatically. Operators determine when Monday.com data or actions are required to complete a task and execute accordingly, while remaining governed by workspace permissions, security controls, and approval policies.
What Operators Can Do with Monday.com
Operators can perform the following actions using Monday.com:
- Create, update, and delete boards
- Retrieve details, structural configuration, and settings of a specific board
- List items and extract metadata associated with boards
- Create new items, update column values, and remove items
- View column definitions, create new columns, and modify column metadata
- Access profile information of workspace members to coordinate assignments
- Correlate project tasks with CRM, support, development, or business tools
- Generate summaries, checklists, status updates, and operational reports
- Combine Monday.com with other connected applications for automated end-to-end processing
Typical Operator Use Cases
| Use Case | Example |
|---|---|
| Board Management | Automate the setup of standardized project boards for new clients |
| Task Coordination | Create, modify, or delete items on boards based on business events |
| Column Structuring | Define, modify, or update custom column metadata across tracking boards |
| Status Tracking | Retrieve progress data and report on specific item completions |
| Workspace Mapping | Map and assign tasks to correct workspace users based on contact info |
| CRM Synchronization | Update Monday.com items automatically when a sales deal stage updates |
| Activity Coordination | Trigger follow-up tasks in external systems when an item is completed |
| Collaborative Updates | Post structured updates or adjust progress cells based on external files |
Features & Prerequisites
For each Monday.com capability available in Supervity, the following describes the use case and the prerequisites required before use.
Board Operations
Use Case: Retrieve, create, update, or delete project boards. Useful for setting up work structures, organizing client projects, and archiving completed workspaces automatically.
Prerequisites:
- Monday.com account connected to Supervity
- Appropriate workspace permissions to create or delete boards
- Board ID must exist in the connected Monday.com account for read/write/delete operations
Item Management
Use Case: Retrieve list of items, fetch item details, and programmatically create, update, or remove items on target boards. Useful for operational tracking and status synchronization.
Prerequisites:
- Monday.com account connected to Supervity
- Existing board with appropriate edit permissions
- Relevant item IDs for updates or deletions
Column Configurations
Use Case: List column types, define new column headers, and update metadata such as titles. Useful for ensuring consistent structure across collaborative boards.
Prerequisites:
- Monday.com account connected to Supervity
- Target board configured within the workspace
- Adequate privileges on the target board to edit structural settings
User Profile Access
Use Case: Retrieve user profiles and member details for task allocation, responsibility mapping, and directory reference.
Prerequisites:
- Monday.com account connected to Supervity
- Workspace permission to view member lists and directory details
Permissions Requested
Supervity only requests the permissions required for enabled Monday.com capabilities.
Depending on the features used in your workspace, permissions may include:
| Permission Type | Purpose |
|---|---|
| Profile Information | Associate user profiles and verify identity for account linking |
| Board Read Access | Retrieve lists, settings, columns, and item metadata from boards |
| Board Write Access | Create, modify, and delete boards, columns, and item structures |
| User Directory | View directory information to assign and manage tasks |
Supervity follows least-privilege principles and only accesses data necessary to provide requested functionality.
Authentication & Security
The Monday.com integration uses OAuth 2.0 with PKCE authentication.
Security controls include:
- Encrypted credential storage (AES-256)
- Least-privilege access scopes
- Token refresh and rotation support
- Immediate revocation capabilities
- Workspace-level governance controls
- Complete audit logging
- TLS 1.3 for all API and UI connections
All Monday.com access remains subject to Supervity security policies and role-based permissions.
Managing the Integration
View Connection Status
From the left navigation bar, click the Integrations icon.
For Monday.com you can view:
- Connection status
- Granted permissions
- Last usage information
- Associated workflows and operators
Reconnect Monday.com
If Monday.com authorization expires:
- Open the Integrations page from the left navigation bar.
- Select Monday.com.
- Click Reconnect.
- Complete authorization again.
Existing workflows and operators do not need to be recreated.
Removing the Monday.com Integration
You can remove the Monday.com connection from your Supervity workspace at any time directly from within the Supervity platform.
Steps to Remove
- Log in to Supervity.
- From the left navigation bar, click the Integrations icon.
- Locate and select Monday.com from the integrations list.
- Click Disconnect.
- Confirm the action when prompted.
Implications of Removal
Once removed:
- Supervity immediately loses all access to your Monday.com account and associated data
- No new Monday.com data will be read or processed after removal
- All active Monday.com connections within your Supervity workspace are terminated
- Scheduled or active workflows that depend on Monday.com will stop executing
- Monday.com-dependent workflow steps will fail safely with clear error messages
- Existing workflow definitions within Supervity are not deleted — only the Monday.com connection is terminated
- Historical execution logs remain available for auditing purposes
Disconnecting Monday.com does not delete workflow definitions, operators, or previously generated outputs.
How Your Data Is Handled After Removal
Data Handling on Removal:
- Supervity immediately loses access to your Monday.com account upon removal
- No new Monday.com data will be collected or processed after disconnection
- Temporary files processed during workflow execution are deleted after execution completes
- Monday.com access tokens and all account-related data are permanently deleted from Supervity's platform within 15 minutes of disconnection — no background access continues after removal
Deauthorization Handling
When you disconnect Monday.com from Supervity, Supervity:
- Revokes and permanently deletes all stored access tokens and account-related data for your Monday.com account within 15 minutes
- Terminates all active Monday.com connections associated with your workspace
- Stops all scheduled or active workflows that depend on Monday.com access
- Logs the disconnection event for audit and compliance purposes
Auditing & Observability
All Monday.com activity performed through Supervity is logged.
Audit records include:
- Which operator requested access
- Which workflow executed the action
- Timestamp of execution
- Success or failure status
- Relevant inputs and outputs (redacted when sensitive)
This supports compliance, troubleshooting, governance, and operational visibility.
Troubleshooting
If you encounter issues at any stage, refer to the steps below. For issues not covered here, contact the Supervity support team.
Authorization Failed During Setup
Likely Cause: Incorrect Monday.com account used, or insufficient permissions to authorize applications in the workspace.
Resolution:
- Ensure you are signed in to the correct Monday.com account.
- Confirm you have permission to install and authorize applications in your target Monday.com workspace.
- Return to Supervity → Integrations → Monday.com and click Connect to retry.
- If the issue persists, contact your Monday.com account administrator to approve application access.
Monday.com Shows Connected but Data Is Missing
Likely Cause: Required permissions were not granted during authorization, or the target boards are private and restricted from the authorized user.
Resolution:
- Verify that all requested permissions were accepted during the OAuth authorization step.
- Confirm that the data or board you are requesting exists and is accessible by the connected user account.
- Check if the board is configured as a private board, which may require specific invites or permissions for access.
- Reconnect the integration via Integrations → Monday.com → Reconnect to refresh permissions.
Connection Expired or Token Invalid
Likely Cause: OAuth tokens may expire or be revoked by Monday.com security settings.
Resolution:
- Go to Integrations → Monday.com → Reconnect.
- Complete the Monday.com authorization flow again.
- Existing workflows do not need to be reconfigured after reconnection.
Workflow Cannot Access Monday.com
Likely Cause: Monday.com may have been disconnected, or workspace governance policies may restrict access.
Resolution:
- Confirm Monday.com is still connected under the Integrations page.
- Verify the workflow has permission to use Monday.com within your workspace governance settings.
- Check that workspace policies allow Monday.com execution for the relevant operators or workflows.
Board or Item Actions Fail
Likely Cause: The targeted board ID or item ID is incorrect, or the column values sent do not match the expected column data types on the board.
Resolution:
- Verify the exact board ID and item ID values within your Monday.com interface.
- Check that the column types match the values being sent (e.g., text values mapped to text columns, numbers to numeric columns).
- Ensure the connected user has write permissions for the target board.
- Reconnect the integration if permissions may have changed.
Frequently Asked Questions
Q: Is my Monday.com password shared with or stored by Supervity?
No. Supervity uses Monday.com's standard OAuth 2.0 flow with PKCE. Your password is never shared with or stored by Supervity. Only scoped access tokens are stored, and these are encrypted at rest using AES-256.
Q: What Monday.com plan do I need to use all features?
Standard item and board operations work with most active Monday.com plans. Enterprise-level governance and restricted boards may require specific permissions set by your Monday.com workspace administrator.
Q: Will I need to reconfigure my workflows after reconnecting Monday.com?
No. If you reconnect Monday.com due to token expiry or permission changes, existing workflow definitions and operators do not need to be recreated or reconfigured.
Q: What happens to my workflows if I disconnect or remove Monday.com?
Workflow definitions are not deleted when Monday.com is disconnected or removed. However, any workflow steps that depend on Monday.com will fail safely with clear error messages until Monday.com is reconnected.
Q: How do I authorize the Supervity Monday.com integration?
Log in to Supervity at Supervity, navigate to the Integrations page from the left navigation bar, locate Monday.com, and click Connect. You will be redirected to Monday.com's authorization page where you can review and approve the requested permissions. After authorization, you will be redirected back to Supervity automatically. See the Adding the Monday.com Integration section above for full step-by-step instructions.
Q: Can I limit which Monday.com data Supervity can access?
Supervity requests only the permissions required for enabled capabilities, following least-privilege principles. You can review all requested access types during the OAuth authorization step before approving.
Q: Who do I contact if I have an issue with the integration?
Contact the Supervity support team. See the Support section below for full contact details, support hours, and SLA information.
Support
If you need assistance with the Monday.com integration, visit the Support page.
Support Hours
- Monday to Friday, 9:00 AM – 6:00 PM IST
- Requests submitted outside business hours will be addressed on the next business day
First Response SLA
- All support requests receive an initial response within 24 business hours
Contact Information
| Contact Type | Details |
|---|---|
| Support | Support & Contact |
| Sales Inquiries | sales@supervity.ai |
| Contact Form | https://www.supervity.ai/contact-us |
| Website | https://www.supervity.ai |
| Privacy Policy | https://supervity.ai/privacy-policy |
| Terms of Service | https://www.supervity.ai/terms-of-service |
| Acceptable Use Policy | https://supervity.ai/acceptable-use-policy |
When Contacting Support, Please Provide
- Workspace name
- Monday.com account used for authorization
- Relevant workflow or operator information
- Error messages or screenshots when available
This helps the support team investigate and resolve issues more quickly.