Integration steps

1. In the monday.com app

   1. Go to user profile > Administration > Connections > Personal API Token

   2. Generate an API token and copy it

      

2. In Umbrella Cost

   • In the channels page, create a new channel, choose monday.com as the channel type.

   

   • Choose between an existing connection, or the creation of a new connection.
     • A new connection requires:
       • Base URL for your monday.com
       • An API token - Copy it from your monday.com app (see step 1 above)

   

   • Define the Umbrella Cost channel name
   • Choose the monday.com board you wish the items will be created in
   • Click the +Add Channel button to complete

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Using the monday.com channel

Once the channel is defined, you can choose it from the list of channels as a recipient of Umbrella Costs's alerts and reports.