My form is not connecting to Monday.com

  • XanaduNYC
    Asked on June 21, 2024 at 1:11 PM

    I created form but having hard time connecting. I really need help to figuring out if joyform right for our venue

    thank you

  • Jemuel JotForm Support
    Replied on June 21, 2024 at 1:13 PM

    Hi XanaduNYC,

    Thanks for reaching out to Jotform Support. I apologize for any confusion, but I'm having trouble fully understanding your concern. For us to assist you better, can you take a screenshot of what’s happening along with the error message and send it to us? This guide will show you how to do that. Any additional details you can provide will be valuable in resolving this issue promptly.

    After we hear back from you, we’ll have a better idea of what’s going on and how to help.

  • XanaduNYC
    Replied on June 21, 2024 at 1:19 PM

    I created my form, when I tested I had no idea where information went. I don’t know where to find it. Can someone assist in setting up one form I need?

  • Angelica JotForm Support
    Replied on June 21, 2024 at 1:22 PM

    Hi XanaduNYC,

    If you can share the link to your form, I can check it out and see what’s going on.

  • XanaduNYC
    Replied on June 21, 2024 at 1:36 PM

    https://form.jotform.com/XanaduNYC/XANADU-credit-card-form

    I need the workflow to be:

    -I sent link to client

    -Client fills out and clicks submits

    -

    Jotform either charges card (I dont know how that works and how to activate that w jatform)
    or sends filled out information to Monday.com and adds it to associated DEAL or separate board


    thank you

  • XanaduNYC
    Replied on June 21, 2024 at 2:07 PM

    I don’t want to use paypal, only CC

  • Kyle JotForm Support
    Replied on June 21, 2024 at 2:22 PM

    Hi XanaduNYC,

    Integating to Monday.com is easy; let me show you how:

    • In the Form Builder, navigate to the Settings tab.
    • On the left menu, select Integrations.
    • Search for and pick Monday.com.My form is not connecting to Monday Screenshot 60
    • Choose your chosen action from the list. You can select among the following:
    • Create an Item: choose this to create an item on a board/group.
    • Create an Update: choose this to create an update to an item. "Update” is a term that Monday.com uses to describe a feature that is similar to a comment.My form is not connecting to Monday Screenshot 71
    • If you haven't already connected an account, enter your monday.com API key and click Authenticate.My form is not connecting to Monday Screenshot 82

    Adding an Item to Monday.com Board/Group

    • Select a board.
    • Select a group.
    • Next, match your form fields appropriately. The Name field is essential and cannot be erased.My form is not connecting to Monday Screenshot 93
    • Set up the remaining optional settings:
    • Select update fields: You can use your form fields to update your Airtable board/group. For further information, please visit monday.com - The Updates Section.
    • Create a new record when a submission is edited — By selecting this option, you agree to create a new record whenever you or the submitter edit the contribution.
    • Finally, click the Save button to complete the integration.My form is not connecting to Monday Screenshot 104

    We have a guide on How to Integrate Jotform With monday.com that you can check out. As for your other question, I've moved that to a new thread. You can check that out here.

    Let us know if there’s anything else we can do for you.

 
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