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Softr and monday.com integration: How to easily create customer portals

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9. September 2024

Softr und monday.com Integration

If you use monday.com, you probably know the problem: You want to give external customers access to certain information on your boards, but for this you would either have to create a separate monday.com account for each customer or set up shareable boards. With Softr , you can create a user-friendly customer portal instead, where you can easily provide your stakeholders with important data from monday.com to your stakeholders. This saves you the effort of creating a separate account for each guest, and avoid the limitations of shareable boards. This integration offers greater transparency and ease of use.

With this integration , you can easily create customer portals, where external people or customers can access your monday.com boards and can even add their own views.

Note: This function is available on all plans (subject to change at the time of full publication ).

Softr and monday.com customer portals

Source: Softr

monday.com plus Softr: Overview

monday.com and Softr together offer a powerful solution to optimise both internal project management and custom web applications. This combination brings together the best features of both platforms and enables companies to work more efficiently and fulfil individual requirements – all without complex programming.

If you want to learn more about Softr and its features, we recommend you read more here: Read blog.

This integration includes:

  • Manage contact data and customer information.
  • Support for most of Softr's dynamic blocks (Kanban, calendar, forms more).
  • Read and write actions: Create, read, update, update with a mouse click, delete.
  • Synchronisation of app users with a list of users stored in monday.com.
  • Work with connected boards using connected boards and Softr's conditional filters (which allow any logged in user to see only relevant and filtered data ).

What can you do with the integration of monday.com and Softr?

1. Give your customers real-time insight into projects without guest access

Offer your customers more transparency without giving them direct guest access to your monday.com boards without giving them direct guest access. With Softr, you can create secure customer portals and dashboards based on your monday.com data so that your customers only see the information that is relevant to them. You retain control over what content your users see and what actions they are allowed to perform, such as B. Viewing project schedules , updating status messages, sharing files or leaving comments and feedback.

Note: You can also create portals for internal team members, e.g. to give the team access to specific monday.com boards with a clear and simple interface based on authorisations (no spreadsheets).

If you want to read more about the guest limits per monday.com plan, you canvisit this blog.

monday.com und Softr integration

Source: Softr

2. collect information in conditional forms and send responses directly to monday.com

Save yourself the hassle of integrating third-party form tools with automation platforms, to capture data from customers or team members in monday.com. With Softr, you can enable your customers to submitinformation via a conditional form or portal interface, and your monday.com data is automatically updated in the background.

monday.com und Softr integration

Source: Softr

3. create dashboards without reaching the limits of monday.com boards

View data from multiple monday.com boards in one place without having to upgrade to a more expensive plan. With Softr, you can integrate information into user-friendly dashboards for your team, without having to worry about limiting the number of boards, from which you can combine data.

monday.com und Softr integration

Source: Softr

4. connect your monday.com data with other data sources in an app

Integrate and display your monday.com data along with other data sources like Airtable, HubSpot, Google Sheets, SQL and more – all within a single customer portal.

Connect your monday.com data with other data sources in an app

Source: Softr

How it works?

1. Connect your monday.com account to your Softr workspace in just a few seconds

To connect your monday.com data to Softr, you need admin access in your monday.com workspace. Note that any monday.com data source that you connect in Softr, can be used in all apps in the workspace by all collaborators in the workspace. Once you have ensured that you have the correct access rights, navigate to Administration > Connections > API to copy your personal API token.

connecting monday.com with Softr

Source: monday.com

After you have copied the API token, go to the settings for data sources in the Softr dashboard.

On the next screen , you will see a list of all your connected data sources and a button to add a new data source. Click on “Connect data source” at the top right of the screen. Select monday.com as your data source and add your personal API token. That ‘s it!

Data sources Softr

Source: Softr

2. create your customer portal without a code

Source: Softr

3. share your customer portal with your team and customers

Invite your customers, partners and team members to log in to your app on any device. You can read more about how you can share your Softr app with your customer hier.

Source: Softr

Some restrictions on integration

In general, most of the fields that you can edit in monday.com are also editable in Softr. However, there are some exceptions. Fields that are automatically set by monday.com, such as mirror fields, cannot be edited in Softr. These include “Created by”, “Created on”, “Last updated” and “Element ID”. Although these fields can be displayed in Softr, they cannot be changed.

Note: Formula fields, progress fields and workdocs are currently not supported.

Would you like to make the most of the integration of monday.com and Softr and create customised solutions for your company?

Book a meeting with us now, we are an official monday.com partner. Our team of experts will help you optimise your workflows and create powerful customer portals and dashboards, that are connected to your dashboards on monday.com are connected. Let ‘s take your project to the next level together!

Conclusion

The integration of monday.com as a data source for your Softr application is a powerful way to improve your workflow management and create custom applications that truly meet your business needs. This integration not only simplifies data management, but also allows you to create dynamic real-time applications without the need for extensive programming skills. Source: Softr

We are Blinno GmbH

Official monday.com partner in the entire DACH and UK region since 2019 and active in monday.com consulting and training.

Not sure if monday.com is right for you? We place great emphasis on honesty and transparency. In a free initial consultation, we will be happy to advise you on whether WorkOS could be the right choice for your company.

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