Monday.com Integration

Connect photo submissions to project management workflows.

Overview

Integrate Visiono with Monday.com to automatically create items, update columns, and attach photos to your project boards when submissions arrive.

Prerequisites

• Visiono account with API access
• Monday.com account
• API Key from Visiono
• Monday.com API token

Integration Methods

Method	Best For
Zapier	Quick setup
Make	Complex automations
Monday Integrations	Native workflows

Zapier Setup

1. Create Webhook

1. Create new Zap in Zapier
2. Trigger: Webhooks by Zapier → Catch Hook
3. Copy the webhook URL

2. Configure Visiono

1. Add webhook in Workspace Settings
2. Select events to trigger
3. Save configuration

3. Add Monday Action

Choose from actions:

Action	Description
Create Item	New board item
Update Item	Modify existing
Create Update	Add comment
Change Column Value	Update specific column

4. Board Configuration

Create Item:

Board ID: 1234567890
Group ID: topics
Item Name: Photos from {{submitter_name}}

Column Values:

{
  "status": {"label": "New Photos"},
  "date": {"date": "{{submitted_at}}"},
  "text": "{{unique_field}}",
  "numbers": {{photos_count}}
}

Column Mapping

Common Column Types

Visiono Field	Monday Column
submitter_name	Text column
submitted_at	Date column
photos_count	Numbers column
unique_field	Text/Item ID
smart_link.name	Dropdown

Status Column

Map submission status:

{
  "status": {
    "label": "Photos Received"
  }
}

Available statuses depend on your board configuration.

Link Column

Add photo links:

{
  "link": {
    "url": "{{dashboard_url}}",
    "text": "View Photos"
  }
}

Files Column

Attach photos directly:

1. Download photo from Visiono
2. Upload to Monday Files API
3. Attach to item

Workflow Examples

Photo Submission Board

Track all photo submissions:

Board Structure:

Column	Type	Purpose
Item Name	Text	Submitter name
Status	Status	Review state
Submitted	Date	Submission date
Photo Count	Numbers	Number of photos
Permanent Link	Dropdown	Request type
View	Link	Dashboard URL

Workflow:

1. Webhook triggers on submission
2. Create item with mapped data
3. Set status to "New"
4. Assign to reviewer

Quality Control Pipeline

Track photo review process:

Statuses:

• New Photos → Under Review → Approved / Rejected

Automation:

1. New submission → Status: "New Photos"
2. After review → Status: "Under Review"
3. Decision made → Status: "Approved" or "Rejected"

Project-Based Tracking

Link photos to projects:

1. Use unique field for project ID
2. Search for existing item
3. Add update with photo links
4. Update photo count column

Advanced Configurations

Conditional Item Creation

Create items based on criteria:

IF smart_link.slug == "damage-report":
  → Create in "Damage Reports" board
ELSE:
  → Create in "General Submissions" board

Subitems

Add photos as subitems:

1. Create parent item for Permanent Link
2. Add subitem for each submission
3. Link photos to subitem

Automations

Combine with Monday automations:

• When status changes → Notify team
• When deadline arrives → Escalate
• When all photos reviewed → Move to next stage

Photo Handling

As Updates (Comments)

Add photo links as item updates:

📸 New photos submitted

Photos:
- Front View: [Link]
- Side View: [Link]

View all: {{dashboard_url}}

As File Attachments

Attach directly to item:

1. Use Monday Files API
2. Upload each photo
3. Attach to item or update

As Links

Add link column:

{
  "link": {
    "url": "{{submission_url}}",
    "text": "View {{photos_count}} Photos"
  }
}

Multiple Boards

Board Selection

Route to different boards:

Permanent Link Type	Board
Damage reports	Claims Board
Inspections	Inspection Board
General	Submissions Board

Cross-Board Updates

Update related items:

1. Search in target board
2. Update or create item
3. Link between boards

Troubleshooting

Item Not Created

1. Verify board ID is correct
2. Check API permissions
3. Confirm column IDs match
4. Review required columns

Column Update Failed

1. Verify column type
2. Check value format
3. Ensure column exists

Duplicate Items

1. Add search before create
2. Use unique identifiers
3. Check existing items

Best Practices

Board Organization

• Use consistent naming
• Group by Permanent Link type
• Archive completed items

Column Structure

• Include essential fields only
• Use formulas for calculations
• Add link to Visiono dashboard

Team Workflow

• Assign automatically
• Set due dates
• Use status automations

Related Resources

• Webhooks - Event configuration
• Zapier Integration - Automation setup
• Make Integration - Visual workflows
• API Reference - Direct API