Installation & Authentication

Everything you need to know about how to install & setup Outlook Calendar Integration Plus.

Installing the App From the Marketplace

    Log in to your  monday.com  account.
    Navigate to the upper right corner and click on Apps (puzzle icon).
    Search for and select the "Connected Boards Automations" app.
    Click on "Install app".

Setting Installation Scope

Choose installation scope and click "Install".
  • All Workspaces (Recommended) – The app will be available across all workspaces in your  monday.com  account.
  • Specific Workspaces – You can restrict app usage to selected workspaces.

To avoid access issues, we recommend installing the app for All Workspaces by default.
  • Only admins can install apps from the marketplace and manage permissions.
  • If the app is installed for specific workspaces, users in other workspaces may see the app as installed but be unable to use it, potentially causing confusion and require additional admin work.

Add the App to Your First Board

Select a board to set up the app and click "Add app".
You can always add the app to additional boards at a later point in time

Set Up Your First Automation

    You will be redirected to the Automations center where you will see all the available automations for Connected Boards Automations.
    Select automation: Offering 25+ pre-made automation templates to choose from; select the template you’d like to customize by clicking “Use Template".
    You’ve selected the automation you want to implement; now you need to define the triggers. Customize the exact action that will occur by clicking on the underlined field.

How to Verify Your Set Up?

    Go to the integration center.
    Navigate to "Board Automations" and make sure you have an active automation.
    If you've added an automation that connect/sync items based on a  monday.com  action (like "When a new item is added to the connect column, sync its values.") you should also see a webhook automation.

Managing An Automation

Once the automation has been created, you can manage them in “Manage board automations” within the Automation center:
Here you can:
  • Toggle it on/off
  • Edit
  • Duplicate
  • Transfer ownership
  • Delete

Delete An Automation

Click on the three dots to the right of the template you would like to delete, click Delete Automation from the drop-down menu, and then click Delete permanently.
Note: Deleted automations cannot be restored and have to be recreated. To deactivate an automation without permanently deleting it, use the toggle button to the right of the automation and switch it to "Off".  

What are webhooks?

Webhooks are a way for apps to send real-time updates to each other automatically. In other words, this is how  monday.com  tells our app to start working.
You can't delete the newly added webhook, as it will cause the app to stop working. If you will delete the integration and the webhook will not be needed anymore, it will be automatically deleted.

Very Important Note

To ensure proper functionality, it's crucial to complete the entire setup process during initial installation. An incomplete setup may result in the app not being properly saved in your integration store, requiring reinstallation. We strongly recommend completing the full setup flow, even if you plan to modify the initial automation later. This ensures the app is correctly installed and readily available for future use across your  monday.com  workspace.

What to do if I didn't complete the setup?

First of all, don't worry :)
Go back to step 1  "Installing from the marketplace"⁠ ,go to the apps listing page and simply select "Use App", add the app to one of your boards and keep going based on the instructions in this guide.

Let's Continue, Automation Setup ->