Overview

monday.com is a work operating system that lets teams build custom workflows to manage projects, tasks, and cross-functional processes across boards and workspaces. Persona's monday.com integration enables automated board and item management directly from your workflows — creating and updating work items when identity events occur, so your operations and compliance teams can track identity-related work in the tools they already use.

Benefits

Automate Work Item Creation: Automatically add a row to a monday.com board when Persona flags an account for review, completes a verification, or triggers any workflow event — no manual ticket creation required.

Keep Boards Current: Update item column values from Persona workflows so your monday.com boards reflect the real-time status of identity review work without manual updates.

Centralize Case Tracking: Route verification outcomes, fraud signals, and compliance decisions directly into monday.com boards used by operations and compliance teams for case management.

Flexible Board Structures: monday.com's flexible column types mean you can track any combination of text, status, date, number, or label data from Persona in your board layout.

No Engineering Required: Operations teams can set up the integration directly from the Persona Dashboard without writing code or building a custom integration.

Integration Features

Persona's monday.com integration enables automation across board and item management workflows. Key capabilities include:

• Get Boards: Return boards in your monday.com account with filtering by state (active, archived, deleted).
• Get Items: Return items on a board with group and column value details.
• Create Item: Create new items on a board with a name, group, and column values (with automatic label creation).
• Update Item: Update existing item column values by item ID.

Setting up the monday.com integration

Prerequisites

To set up the monday.com integration, ensure you have:

• A monday.com account with board access
• A monday.com API token (found in your avatar menu under Administration > API or in your profile settings)

Setting up the monday.com credentials

1. In the Persona Dashboard, navigate to Integrations > Marketplace and click on monday.com.
2. Click on Add Credential at the top of the page.
3. Enter a Nickname for Credential in the modal, along with your monday.com API token, and click Continue.
4. Once complete, the credential will appear in Persona and can be selected in workflows.

Using the monday.com integration in a workflow

1. Create a new workflow, or open an existing workflow you'd like to update.
2. Add a new action step > Integrations.
3. Select the monday.com integration and choose your monday.com credential.
4. Select the operation you want to run and map Persona data into the input fields.
5. Save and publish the workflow.

monday.com Operations Overview

Persona supports multiple monday.com API operations for managing boards and items within your workspace. These actions allow you to automate work item creation and updates, ensuring your monday.com boards reflect identity events from Persona in real time.

See below for a comprehensive list of available Workflow Action steps and possible configurations for the monday.com integration:

Get Boards

Return a paginated list of boards in your monday.com account. Use this to look up Board IDs needed for item operations.

Configuration Steps:

• No required fields.
• Optionally add:
  • State (active, archived, deleted)
  • Page
  • Limit

Get Items

Return a paginated list of items on a specified board, including group, column values, and item state.

Configuration Steps:

• Provide values for required fields:
  • Board ID
• Optionally add:
  • Page
  • Limit

Create Item

Create a new item on a board with a name, group assignment, and column values. If a label column value is provided that doesn't exist yet, it will be automatically created.

Configuration Steps:

• Provide values for required fields:
  • Board ID
  • Item Name
• Optionally add:
  • Group ID
  • Column Values (JSON object keyed by column ID)

Update Item

Update the column values of an existing item by item ID.

Configuration Steps:

• Provide values for required fields:
  • Board ID
  • Item ID
  • Column Values (JSON object keyed by column ID)

FAQs

Can I create items in a specific group?

Yes. Pass the Group ID in the Create Item action. If omitted, the item is created in the first group on the board.

What happens if I pass a label value that doesn't exist?

The integration automatically creates the label if it doesn't already exist on the board.