Frequently Asked Questions
TL;DR: Quick answers to the most common questions about Connected Boards Automations. Each answer below is the short version — for the full step-by-step, screenshots, and edge cases, follow the Read more → link to the dedicated article.
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Install & access
How do I install Connected Boards Automations?
Open the puzzle icon in monday.com → search "Connected Boards Automations" → click Install app → choose installation scope (we recommend All Workspaces) → add to your first board → set up your first automation in the Automation Center.
Do I need admin rights to install it?
Yes. Only monday.com admins (or users with explicit app-install permissions) can install Marketplace apps. If you're not an admin, ask yours to install it for you.
Can I install the app on multiple boards?
Yes. Once installed in a workspace, the app is available to every board in that workspace. There's no per-board cost or limit.
Plans, billing & usage
What counts as one "action"?
An action is anything an automation does on your behalf — one status change, one connection created, one date update. If the automation updates 10 connected items at once, that's 10 actions.
How many actions are included in the Free plan?
40 actions per month. Quota resets on the 1st.
What happens if I run out of quota?
Your automations pause until the start of the next month, when the quota refreshes automatically. We never auto-upgrade your plan. If you need to keep automations running, you can upgrade manually — the new quota is available immediately.
Do unused actions roll over to the next month?
No. Each plan resets fresh on the 1st of every month. Unused actions don't carry over.
How do I upgrade my plan?
Puzzle icon → Manage → find Connected Boards Automations → See plans → checkout. Only admins/owners can upgrade. Yearly billing includes up to 20% off.
How do I downgrade my plan?
Same flow as upgrade — open Manage in the Marketplace, find Connected Boards Automations, click billing, and select a lower tier. Only admins/owners can downgrade.
How do I cancel my plan?
Switch to the Free plan from your billing page anytime — you keep full access to your current plan's features until the end of the billing cycle. To stop using the app entirely, uninstall via the puzzle icon → 3-dot menu → Uninstall.
Where is billing managed?
monday.com handles all payments. We don't see your card details and don't bill you directly. Currently only credit cards are accepted via the Marketplace.
Can I pay by invoice or wire transfer instead of credit card?
Not directly through the Marketplace — monday.com only supports credit cards there. For wire transfer, contact your monday.com account manager.
How do I track my monthly usage?
monday.com 's Autopilot hub shows your top-used automations, but it doesn't always reflect exact remaining actions for a third-party app. For exact numbers, email hello@fantasymedia.io — we'll send back your usage within a few hours. We also email alerts at 50%, 75%, and 100% of quota.
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Do you offer discounts for nonprofits / NGOs?
Yes — discounted rates on Intermediate and higher plans. Email hello@fantasymedia.io with a few details about your organisation.
Do you offer discounts for startups?
Yes — discounted rates on Intermediate and higher plans for early-stage companies. Email hello@fantasymedia.io with details about your company.
Security & data
Do you store any of my monday.com data?
No. We don't store any of your board or work data. The only data we keep is basic subscription metadata (plan type, remaining actions, the email of the admin who installed the app).
Is the app GDPR compliant?
Yes. Connected Boards Automations is fully GDPR compliant and adheres to monday.com 's data protection framework.
Do you have formal security certifications (ISO, SOC 2)?
Fantasy Media doesn't maintain its own ISO/SOC certifications, but our service inherits the certifications of the platforms we build on:
- monday.com : SOC 2 Type II, ISO 27001, ISO 27701
- Google Cloud Platform: ISO 27001, ISO 27017, ISO 27018, SOC 2
All data handled by Connected Boards Automations inherits these high-level security controls.
Can I delete all data related to my account?
Yes. Uninstall the app at any time — this revokes API access, deletes stored subscription data, and stops all automation processing. For confirmation in writing, email hello@fantasymedia.io .
Is Connected Boards Automations reviewed by monday.com ?
Yes. The app passes monday.com 's security and compliance review before approval — covering OAuth permissions, data handling, and privacy policy.
Technical concepts
What are webhooks?
Webhooks are how monday.com tells our app when something changes on your board (e.g. "a status was updated on a connected item"). They're the trigger mechanism behind every automation. Webhooks don't count toward your action quota — only the actions the automation performs do.
Troubleshooting
I made many changes at once and some didn't update — why?
monday.com 's API has a per-minute action limit on every account. If you make a lot of changes quickly, you may hit it. We have a built-in retry mechanism — once your limit refreshes (after 1 minute), the app continues your automations automatically. No action needed on your end.
I'm trying to select a board to connect to but the picker says "select a column first" — what does it mean?
You can only select a board to connect to once you've configured the Connect Boards column in the recipe. Pick the Connect Boards column in the "this connect column" field first, then the board picker becomes available.
I've selected a Connect Boards column but it doesn't show the board I want to connect to
Every Connect Boards column is tied to specific boards based on the column's settings on the board. If the board you want isn't listed, add it to the Connect Boards column's configuration on the board first, then return to the automation and select it.
Is the column matching case sensitive?
Yes. Matching between columns is case sensitive. If you set up an automation to match a text column on board A with a text column on board B, the values must be identical — including capitalisation.
I'm having trouble with Mirror columns — is there a better way?
Yes. monday.com 's Mirror columns are read-only and can't be written back to. Connected Boards Automations' two-way sync recipes give you the same visibility plus the ability to update either side and have the change flow through. See the dedicated guide.
Can I reinstall the app without losing data?
No. Reinstalling resets the app's connection to your monday.com account, which means all your existing automations are deleted and need to be recreated. Save complex configurations before uninstalling.
Important links
- End User License Agreement
- Privacy Policy
- Contact: hello@fantasymedia.io
Related
Still stuck?
Didn't find what you were looking for? Email hello@fantasymedia.io — we typically respond within a few hours.