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integrationMonica CRM node
integrationWorkboard node
HTTP Request

Monica CRM and Workboard integration

Save yourself the work of writing custom integrations for Monica CRM and Workboard and use n8n instead. Build adaptable and scalable Communication, and Productivity workflows that work with your technology stack. All within a building experience you will love.

How to connect Monica CRM and Workboard

  • Step 1: Create a new workflow
  • Step 2: Add and configure nodes
  • Step 3: Connect
  • Step 4: Customize and extend your integration
  • Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Monica CRM and Workboard integration: Create a new workflow and add the first step

Step 2: Add and configure Monica CRM and Workboard nodes (using the HTTP Request node)

You can find the Monica CRM node in the nodes panel and drag it onto your workflow canvas. To add the Workboard app to the workflow select the HTTP Request node and use the generic authentication method to make custom API calls to Workboard. Configure Workboard and Monica CRM one by one: input data on the left, parameters in the middle, and output data on the right.

Monica CRM and Workboard integration: Add and configure Monica CRM and Workboard nodes

Step 3: Connect Monica CRM and Workboard

A connection establishes a link between Monica CRM and Workboard (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Monica CRM and Workboard integration: Connect Monica CRM and Workboard

Step 4: Customize and extend your Monica CRM and Workboard integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Monica CRM and Workboard with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Monica CRM and Workboard integration: Customize and extend your Monica CRM and Workboard integration

Step 5: Test and activate your Monica CRM and Workboard workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Monica CRM to Workboard or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Monica CRM and Workboard integration: Test and activate your Monica CRM and Workboard workflow

Build your own Monica CRM and Workboard integration

Create custom Monica CRM and Workboard workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Monica CRM supported actions

Create
Create an activity
Delete
Delete an activity
Get
Retrieve an activity
Get Many
Retrieve many activities
Update
Update an activity
Create
Create a call
Delete
Delete a call
Get
Retrieve a call
Get Many
Retrieve many calls
Update
Update a call
Create
Create a contact
Delete
Delete a contact
Get
Retrieve a contact
Get Many
Retrieve many contacts
Update
Update a contact
Create
Create a contact field
Delete
Delete a contact field
Get
Retrieve a contact field
Update
Update a contact field
Add
Remove
Create
Create a conversation
Delete
Delete a conversation
Get
Retrieve a conversation
Update
Update a conversation
Add
Add a message to a conversation
Update
Update a message in a conversation
Create
Create a journal entry
Delete
Delete a journal entry
Get
Retrieve a journal entry
Get Many
Retrieve many journal entries
Update
Update a journal entry
Create
Create a note
Delete
Delete a note
Get
Retrieve a note
Get Many
Retrieve many notes
Update
Update a note
Create
Create a reminder
Delete
Delete a reminder
Get
Retrieve a reminder
Get Many
Retrieve many reminders
Update
Update a reminder
Create
Create a tag
Delete
Delete a tag
Get
Retrieve a tag
Get Many
Retrieve many tags
Update
Update a tag
Create
Create a task
Delete
Delete a task
Get
Retrieve a task
Get Many
Retrieve many tasks
Update
Update a task

Supported methods for Workboard

Delete
Get
Head
Options
Patch
Post
Put

Requires additional credentials set up

Use n8n’s HTTP Request node with a predefined or generic credential type to make custom API calls.