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Monday.com Integrations

Introduction:

The integration of Monday.com with Worxmate provides a seamless solution for managing customer service operations while aligning them with your business objectives. With Monday.com’s robust features, such as Knowledge Base Management, Document Management, Communication Management, and Client History, combined with Worxmate’s capabilities, you can streamline client interactions, enhance team productivity, and deliver exceptional customer experiences.

By connecting Monday.com with Worxmate, you can:

Optimize client interactions through automated processes and streamlined workflows.

Track and manage customer support metrics to align with business goals.

Enhance collaboration between service teams and other departments.

Generate detailed insights combining customer service s with strategic objectives.

This document is divided into two sections:

  • Authentication
  • Auto Check-In

1. Authentication

Configuring Monday.com  Integration in Worxmate :

Log in to your Worxmate account

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Navigate to the main menu and select “Settings”

In the Settings menu, locate the “Integrations” section

Find and click on the Monday.com  integration option

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Adding the Connection:

Click on the “Configure” button for Monday.com
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You will be seeing a drawer in that put your api-token and env

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you will see that your connection has been successfully added.

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Go to OKR section and Add Objective and Key Result

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2. Auto-Check-in

Now from Auto check in select Monday.com

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Now, select your workspace, retrieve the desired value, check the box labeled “Check-in with current value,” and click “Save“

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Now you can view your check-in on the Key Result

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