monday.com lets you build CRM-style boards with custom columns. Anexus pushes each captured contact as a new item on whatever board you point us at.
Before you start
- Any monday.com plan that includes API access (most paid plans do).
- You need a board set up to receive contacts. A simple "Leads" board with Name, Email, Phone, Company columns works perfectly. If you don't have one, create it first in monday.
Step 1 — Get your monday.com API token
In monday.com, click your profile avatar (bottom left) → Developers.
Click My access tokens.
Click Show next to your personal token. It's a JWT-style string starting with eyJ... — usually 200+ characters long. Copy the whole thing.
Step 2 — Find the board ID
Open the board you want to push contacts to in monday.com.
Look at the URL in your browser. It looks like:
https://yourcompany.monday.com/boards/1234567890
That number after /boards/ is the board ID. Copy it.
Step 3 — Connect in Anexus
In Anexus, Settings → CRM Integrations → monday.com → Connect.
Fill in:
- Board ID: the numeric ID you copied from the URL
- Personal API Token: the JWT-style token
Click Save & connect.
What syncs to monday.com
Each captured contact becomes a new item on your chosen board. The item's name is the contact's full name (or email if no name). We populate these common column types automatically when they exist on the board:
- Email column (any column with the email type)
- Phone column (any column with the phone type)
- Text column named "notes" or "text" (gets the contact's message)
If your board uses differently-named columns, the item still gets created with just the name; you can manually edit the columns later. For best results, name your columns email, phone, and text.
If something goes wrong
"monday: invalid board"
The board ID is wrong, or the board belongs to a workspace your token can't access. Confirm:
- You copied just the digits from the URL (no slashes, no other text)
- You can open that board manually — if you can't, you don't have access
Items appearing with empty columns
monday.com's API needs the column IDs to map values. If your columns have non-standard internal IDs, the item still creates but fields don't auto-populate. The workaround: rename the columns in monday.com so their IDs become email, phone, text — or just accept manual entry and use Anexus's Mini CRM for the rich data.
How to disconnect
Click Disconnect in Anexus. To revoke the token on monday's side: Profile → Developers → My access tokens → Show → Regenerate.