Monica CRM and Yodiz integration
How to connect Monica CRM and Yodiz
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.
Build your own Monica CRM and Yodiz integration
Create custom Monica CRM and Yodiz 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 API Endpoints for Yodiz
Get Issue Meta
Retrieve metadata for issues in a specific project.
Get userstory meta
This endpoint returns userstory meta of given project.
Get task meta
This endpoint returns task meta of given project.
Get epic meta
This endpoint returns epic meta of given project.
Get projects
Retrieve a list of all projects.
Get projects
This endpoint retrieves all projects.
Create attachment
This endpoint associates the attachments with provided item of given project.
Get attachments
This endpoint retrieves all attachments of given item type.
Get Backlog
Retrieve the backlog items for a project.
Get backlog
This endpoint retrieves the backlog userstories of given project.
Get Users
Retrieve a list of users associated with a project.
Get users
This end point retrieves the backlog userstories of given project.
Get Comments
Retrieve comments associated with a project or issue.
Get comments
This end point retrieves all comments of given item type.
Get Attachments
Retrieve attachments related to an issue or project.
Add attachment
This end point allows adding an attachment to a resource.
Get Bulk Items
Retrieve bulk items across projects.
Create Userstory
Create a new userstory in the system.
Create Issue
Create a new issue associated with a project.
Create issue
This end point creates a new issue.
Get issue
This end point retrieves the specified issue.
Create Userstory Task
Create a new task under a userstory.
Get Sprint Issues
Retrieve issues associated with a specific sprint.
Get Releases
Retrieve a list of all releases in the system.
Create Epic
Create a new epic for managing larger bodies of work.
Get components
This end point retrieves all components of given project.
Get custom fields
This end point retrieves all custom fields for specified item type of given project.
Get bulk items
This endpoint retrieves bulk items based on item type and project IDs.
Get items
This endpoint retrieves bulk items along with their sub items.
Create userstory
This endpoint creates a new userstory of given project.
Get userstory
This endpoint retrieves a specific userstory based on the provided ID.
Get userstories
This endpoint retrieves all userstories of a given project.
Get userstory issues
This endpoint retrieves all issues of given userstory.
Get userstory sub items
This endpoint retrieves sub items for given userstory.
Update userstory
This endpoint updates an existing userstory.
Update userstory
This end point updates specified userstory.
To set up Yodiz integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to Yodiz to query the data you need using the API endpoint URLs you provide.
See the example hereThese API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Yodiz official documentation to get a full list of all API endpoints and verify the scraped ones!
Monica CRM and Yodiz integration details
Other integrations with Monica CRM
FAQ
Can Monica CRM connect with Yodiz?
Can I use Monica CRM’s API with n8n?
Can I use Yodiz’s API with n8n?
Is n8n secure for integrating Monica CRM and Yodiz?
How to get started with Monica CRM and Yodiz integration in n8n.io?
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