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      Integrate Monday.com with Cascade

      Integrate Monday.com with Cascade to bring visibility on your key project management metrics like project progress, on-time completion rate, project costs and budget and incident handling. With this integration, you can automatically update your actions in Cascade, and report accurate progress on your strategic objectives.

      This connection is enabled through Zapier. Eliminate the need to go back and forth between Cascade and your Monday.com accounts. 

      Remember that the steps in this article provide a general guideline, and the specific steps and details may vary based on the features and capabilities provided by Monday.com and Cascade at the time of your integration. Please reach out to us for assistance if you are looking to connect Monday.com with Cascade and create an automated workflow.

      If you're looking for more possibilities from an integration with Monday.com, our "Enterprise+" subscription now includes custom integration options. This allows for a tailored approach to meet specific needs, enhancing the functionality and efficiency of your strategic planning within Cascade. If you are interested in a more bespoke integration with Monday.com, please get in touch and we can explore your options further.

      Prerequisites

      Before you establish the connection, it is important that these prerequisites are met:

      Cascade:

      • A ‘Paid’ tier account in Cascade to access Zapier connections.

      • An Action that is associated with your 'Objective' in the plan that you created in Cascade, and want to link to your Monday.com tasks.

      • The tracking type of the action is set as Zapier, with the initial and target values defined.

      Zapier:

      A valid Zapier account.

      Monday.com:

      • A valid Monday.com account.

      • API key of your Monday.com account. You can retrieve this from your Profile > Admin> API.

      • A task in Monday.com board that has the action’s data point (that needs to be updated in Cascade).

      How to automate workflow between Monday.com and Cascade?

      1. Log into your Zapier account.

      2. Click + Create Zap or My Zaps from the left navigation pane to either create a new zap from scratch or to use a pre-made zap.

      3. Choose Monday.com as the Trigger App.

      4. Select the specific trigger event, such as "Specific column value changed in Board" or any other event that you want to use as a trigger.

      5. Connect your Monday.com account to Zapier by providing the necessary API credentials.

      6. Perform a test to ensure that Zapier can trigger based on the selected Monday.com event.

      7. Choose Cascade as the Action App.

      8. Select the specific action event, such as "Update Action’s current progress" or any other action you want to perform in Cascade.

      9. Connect your Cascade account to Zapier by providing the necessary authorization.

      10. Map the data fields from Monday.com to corresponding fields in Cascade.

      11. Perform a test to ensure that Zapier can send data from Monday.com to Cascade successfully.

      12. Once both the trigger and action steps are configured and tested successfully, turn on your Zap. This will make it live and start automating the data transfer between Monday.com and Cascade.

      To understand the different triggers from Monday.com, troubleshooting, and other related help information with the Monday.com- Zapier workflows, please search for "Monday.com" in the Zapier Help Center.

      Custom integration with Monday.com:

      Once we have access to Monday.com, we can develop a custom integration tailored to specific needs. This can include:

      • Custom fields in Cascade for details like Column names and Board IDs from Monday.com.

      • Depending on the use case, a new "Cascade ID" column might be required in your Monday.com Boards, linked to your corresponding Cascade item ID.

      Once this dynamic integration is set up, we can automatically sync data between Monday.com and Cascade. Also, with Monday.com's rich API offering, we'll be able to access any data within the tool. Some use cases are:

      • Update Cascade with the progress of tasks or projects from Monday.com.

      • Convert tasks or items from Monday.com into actionable checklists in Cascade.

      • Import key data like project metrics from Monday.com into Cascade.

      Reach out to us and we can leverage the API to match endless possibilities of syncing data between Monday.com and Cascade.

      FAQs

      My test with Zapier was unsuccessful. How should I proceed?

      You can skip the test, and proceed to publish the zap. It might still reflect the progress in Cascade perfectly. But if it does not update the value, then reach out to us.

      There is a connection error with Zapier.

      Start a new zap connection and redo the steps.

      "404 or Troubleshoot" error.

      Please check if you've a measure created in Cascade with Zapier chosen as Tracking. Create a new zap, and redo the steps. If the issue persists, please contact us.

      I've completed all the steps, and yet the Publish to Zap is disabled. Why?

      Look out for ZapierNot20done-Oct-08-2024-07-14-53-8498-AM against any of the steps. If this is shown, it means that the particular step is not completed. Please go back, complete that step, and you'll now see that the publish is enabled.