Display monday.com project metrics in Geckoboard using Zapier

Use Zapier and Datasets to display monday.com project metrics on your Geckoboard dashboard.Example monday.com widgets you can build with datasets in Geckoboard

Step 1: Create a new dataset in Geckoboard

Create a new dataset in Geckoboard that matches the data types of a typical monday.com project.

  1. Add a new Datasets widget. On the connection panel, click Create new dataset.
  2. Give the dataset a name. Keep to lowercase letters, digits and no spaces. We don't support unicode characters in dataset or field names.Naming a new dataset in Geckoboard
  3. Now add the schema fields that correspond to the data types that make up a typical monday.com project. Of the 7 types of fields available, you'll only need String (for task name, owner, priority and status) and Datetime (for when the task was completed). Be aware that strings have a limit of 256 characters. Adding dataset schema fields for monday.com in Geckoboard As not every monday.com task requires an owner or a priority set, tick the Set as optional checkbox for these fields. Learn more about using empty/null fields.Optional settings for new datasets fields in Geckoboard
  4. When you've finished configuring your fields, click Create dataset. With your dataset created, we'll switch to Zapier to connect our new dataset to a Zap.

Step 2: Create a Zap that connects monday.com to your dataset

Make a new Zap in Zapier that connects both your monday.com and Geckoboard accounts, before linking it to your new dataset.

  1. Make a new Zap in Zapier. In the first Trigger step, search for and select monday.com.
  2. Next, we'll set up our trigger event. From the drop-down list, select Specific Column Value Changed in Board. Adding a new entry monday.com trigger in Zapier
  3. Connect to, and select, your monday.com account. Then click Continue.
  4. Locate the monday.com Board ID and Column ID you want to connect to. This will trigger whenever the status column is updated in monday.com.Adding an monday.com trigger in Zapier
  5. Click Test trigger. Zapier will attempt to find an entry from your project to use in the Zap.
  6. With your trigger now set up, we'll now add an action to your Zap. Actions are events your Zap performs when your trigger event occurs. Search for and select Geckoboard.
  7. Click the Action Event drop-down list and select Add Record to Dataset. Then, click Continue. Adding a new data Geckoboard action in Zapier
  8. Connect to, and select, your Geckoboard account. You'll need to access your Geckoboard API key. Then click Continue.
  9. Under Dataset ID, select your new dataset.Selecting dataset in Zapier
  10. You'll now see all the schema fields for your dataset. Click each one and select the corresponding field from your monday.com project.Linking Monday.com fields with Geckoboard dataset schema in Zapier
  11. The Update Type dropdown menu is set to Add to existing records (Post) by default. If you've added fields to a unique key, this can be used to modify existing records in case their values have changed since your last update or if you want to fix an incorrect record.Select the method of updating your dataset data in Zapier
  12. Click Test & Continue. In this test Zapier will attempt to send a record to your dataset. You're now ready to click Turn on Zap.
  13. Finally, return to Geckoboard and add a new dataset widget. As you configure your monday.com widget you'll see the live preview update. By adding a Status = Done filter and a timespan set to this week, you can you can quickly build visualizations that show the number of completed tasks this week as a number or in a table. For more on configuring datasets widgets, see create visualizations from datasets.Example monday.com widgets you can build with datasets in Geckoboard
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