Summary
Alta has a Monday.com integration available inside Flows. Connect with an API key, then drop one of five actions into a Flow to search, create, update, or upsert items on a Monday.com board, or post an update (note) to an existing item.
Who this is for
Sales, ops, and RevOps teams that run their pipeline or task tracker in Monday.com and want Alta campaigns and replies to keep board items in sync — for example, creating a Monday item the moment a prospect replies positively, or appending a note when a campaign step fires.
Before you start
A Monday.com account with permission to create a personal API token.
The Board ID of the board you want to write to. Open the board in Monday, then grab the numeric ID from the URL (the digits after
/boards/).The Column IDs for any columns you want to read or write — open the column menu in Monday, choose Customize column, and copy the Column ID (a short string like
email,status,text7).If you plan to use Search Item by Email or Create or Update Item, the board needs an email-type column and you'll need that column's ID.
Step 1: Get your Monday.com API key
In Monday.com, click your avatar (bottom-left) and choose Developers (or visit Monday's Developer page directly).
Open My access tokens and copy your personal API token.
Treat the token like a password — anyone with it can read and write your boards.
Step 2: Connect Monday.com in Alta
In Alta, open the Flow you want to extend (or create a new one) and add a step.
Pick Monday.com from the action provider list.
When prompted to authenticate, click Connect and paste your token into the API Key field, then save.
Alta stores the credential under the connection name Monday so you can reuse it across Flows without re-entering it.
Step 3: Pick an action
Monday.com exposes five actions in Flows. Pick the one that matches what you want to do.
Search Item by Email
Look up a single item on a board by exact-match email.
Board ID — the board to search.
Email Column ID — the ID of the email-type column.
Email — the address to look up (trimmed and lowercased before searching).
This action is strict: it errors if zero items match (No Monday item found with email: …) or if more than one item matches (Multiple Monday items found with email: …. Resolve duplicates before searching.). Use it when you expect exactly one record per email.
Create Item
Add a new row to a board.
Board ID (required) and Item Name (required) — the row's title.
Group ID (optional) — the board group to drop the item into. If empty, Monday uses the board's default group.
Email Column ID + Email (optional) — populate an email-type column in one go.
Additional Columns — add as many Column ID + Column Value pairs as you need to set status, text, numbers, dates, and so on.
Update Item
Modify column values on an existing item.
Board ID and Item ID (both required).
Email Column ID + Email (optional), Additional Columns (optional).
You must supply at least one column to change, or Alta returns the error Monday Update Item: at least one column value must be provided.
Create or Update Item (upsert)
Search by email; if exactly one match is found, update it. Otherwise create a new item.
Board ID, Email Column ID, and Email are required.
Item Name is required only when creating a new item (Alta will tell you with
itemName is required when creating a new item).Group ID and Additional Columns are optional.
The action returns an action field with the value updated or created so downstream steps can branch on what happened.
Add Update to Item
Post a note (Monday calls these "updates") onto an existing item — perfect for logging "Replied positively" or "Booked a meeting" from a Flow.
Item ID (required).
Update Body (required) — long text supported.
Tips and common pitfalls
Use Column IDs, not column names. Monday's column IDs are short, stable strings (
email,status,text7) — they don't change when you rename a column. Names will not work in the action fields.Don't double-set the email column. If you fill in the Email Column ID + Email fields, do not also include that same Column ID inside Additional Columns — Alta will reject it with
additional column "…" conflicts with the managed email column — use the Email field instead.Resolve duplicates first. Search Item by Email and Create or Update Item both refuse to act when an email matches more than one item on the board. Clean up duplicates in Monday before relying on these actions.
Email matching is case-insensitive. Alta trims whitespace and lowercases the email on both sides before comparing, so
[email protected]matches a Monday item stored as[email protected].Column values are strings. The Column Value field is plain text — for status columns, pass the label exactly as it appears (e.g.
Working on it); for date columns, use Monday's expected format. If a value doesn't stick, double-check the column type in Monday.Tokens are user-scoped. The API token belongs to the Monday user who generated it. If that user loses access to a board, the Flow loses access too — generate the token from a service account if possible.
Monday is Flows-only. Monday.com is not part of Alta's native CRM sync layer (Salesforce / HubSpot / Pipedrive / Zoho / Dynamics 365). It can only be reached through Flows actions — there is no bidirectional sync.
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