Connect monday.com and PocketGuard to Build Intelligent Automations
Enable Integrations or automations with these events of monday.com and PocketGuard
Enable Integrations or automations with these events of monday.com and PocketGuard
Triggers
New User
Triggers when new user joins.
New Board
Triggers when a new board is created/updated
Actions
Create Board
Create a new monday.com board with the specified name and type; optionally assign it to a workspace or use a template. Returns the new board's ID.
Archive Board
Archive a board to remove it from active boards while preserving its data.
Get Column Values
Retrieve column values for a specific item on a board. Optionally return a single column by its ID.
Create Column
Add a new column to a board with the selected type and title.
Create Group
Create a new group on a specified monday.com board using the provided group name.
Delete Item
Delete an item from a monday.com board.
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Frequently Asked Questions
To start, connect both your monday.com and PocketGuard accounts to viaSocket. Once connected, you can set up a workflow where an event in monday.com triggers actions in PocketGuard (or vice versa).
Absolutely. You can customize how monday.com data is recorded in PocketGuard. This includes choosing which data fields go into which fields of PocketGuard, setting up custom formats, and filtering out unwanted information.
The data sync between monday.com and PocketGuard typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between monday.com and PocketGuard. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About monday.com
monday.com is a work operating system that powers teams to run projects and workflows with confidence. It's a simple but intuitive tool that enables people to manage work, meet deadlines, and build a culture of transparency.
Learn MoreAbout PocketGuard
PocketGuard is a personal finance and budgeting app that helps users track spending, manage subscriptions, and optimize their savings. It connects securely to bank accounts and credit cards, providing insights into cash flow, bills, and budget limits to help users take control of their financial health.
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