Monday.com Sync

Once your Monday.com account is connected to Gravity Rail, you can configure how data flows between your Monday boards and your workspace. This guide covers board mappings, sync rules, automations, member linking, and monitoring.

How It Works

Sync is built on three layers:

1. Board mappings define which Monday boards connect to which Gravity Rail data — either workspace members or form records.
2. Sync rules within each mapping control which columns map to which fields and how values are transformed.
3. Automations trigger actions in Gravity Rail (notifications, new conversations) when data arrives from Monday.

Sync runs in one or both directions:

• Outbound (Gravity Rail to Monday) pushes member or form data to Monday items. Useful for writing back data collected by AI agents — call notes, outreach status, screening results — so your Monday board stays current.
• Inbound (Monday to Gravity Rail) pulls Monday item data into member profiles or form records. Useful for keeping Gravity Rail in sync with enrollment data, referral information, or status changes made by your operations team in Monday.

You can start with one direction and add the other later.

Setting Up Board Mappings

Board mappings tell Gravity Rail which Monday boards to sync and how. Each mapping connects one Monday board to either your workspace members or a specific form.

Choosing a Target Type

The target type determines what kind of Gravity Rail data syncs with the Monday board:

Most teams start with a member-target mapping for their primary enrollment or patient board. Add form-target mappings later for boards that represent activities or records tied to those members.

Adding a Board Mapping

1. Go to the Sync tab.
2. Click Add Board Mapping.
3. Select a Board from the dropdown. This shows all boards accessible to your connected Monday account.
4. Choose a Target — Members or Form / DataType.
5. Set the Sync Direction:
   • Bidirectional — Data flows both ways. Best when both teams actively update the same records.
   • Outbound only — Data flows from Gravity Rail to Monday. Best when Gravity Rail collects data (via AI conversations, forms, or workflows) that your operations team needs to see in Monday.
   • Inbound only — Data flows from Monday to Gravity Rail. Best when your operations team manages data in Monday and Gravity Rail needs to stay current.
6. Click Save Sync Settings.

You can add multiple board mappings to sync different boards or to sync the same board to different targets.

Board Mapping Options

Depending on your target type and sync direction, additional options appear:

• Create new members for unmatched items (member targets only) — When enabled, inbound sync creates new workspace members for Monday items that don't match any existing member. Enable this if your Monday board is the authoritative source of new enrollees. Disable it if members should only be created through other channels (voice, SMS, web).
• Inbound Filter — A CEL expression that limits which Monday items are synced inbound. For example, source.status == "Active" would only sync items with an Active status, ignoring archived or pre-screening records.
• Acting Member for Form Writes (required for inbound sync with form targets) — Select a workspace admin whose permissions authorize writing to form records during inbound sync.

Configuring Sync Rules

Sync rules define how individual fields map between Monday columns and Gravity Rail. Each rule has a name and contains one or more operations in each direction.

Default Rules

When you add a board mapping targeting members, three default rules are created:

For form targets, default rules are generated based on the form's fields.

Adding a Sync Rule

1. In a board mapping card, find the Sync Rules section.
2. Click Add Sync Rule.
3. Name the rule descriptively (e.g., "Referral Date" or "Enrollment Status").
4. Add outbound operations, inbound operations, or both.

Outbound Operations (Gravity Rail to Monday)

An outbound operation writes data from a Gravity Rail member or form record to a Monday column.

• Source (left side) — Select from member properties, form fields, labels, managed fields, or write a custom CEL expression.
• Monday column (right side) — Search and select the target column. The picker shows each column's name, type, and ID.

For example, a care coordination team might create an outbound rule that writes the member's profile URL to a "Gravity Rail Profile" link column in Monday, giving the operations team one-click access to conversation history and form data.

Inbound Operations (Monday to Gravity Rail)

An inbound operation writes data from a Monday column to Gravity Rail.

• Monday source (left side) — Select a column or write a custom expression.
• GR field (right side) — Choose where to store the value:
  • Core Properties — Name, email, phone, external ID.
  • Managed Fields — Custom fields owned by the Monday connection, visible on the member profile.
  • Form Fields — Write to a specific field on a form record (requires an acting member to be set).

For example, an enrollment team tracking referral dates and referring organizations in Monday can map those columns to form fields in Gravity Rail, so AI agents have that context when engaging with the member.

Expressions

Sync rule sources use CEL (Common Expression Language). Most of the time, you'll use the dropdowns and never write CEL directly. But for custom transforms — splitting names, formatting values, conditional logic — select Custom Expression and write your own.

The expression context is the same as described in the HubSpot Sync guide: source.name, source.email, source.phone, source.form_data, source.has_label(), and all available transform presets.

Importing from a Board

If you want to do a one-time import of Monday items into Gravity Rail (rather than ongoing sync), use the import feature. This is useful for initial setup — importing your existing Monday roster as workspace members before enabling ongoing sync.

1. On the Sync tab, click Import from Board.
2. Select the Board to import from.
3. Choose Import As: Members or Form.
4. Optionally add a Filter Expression to limit which items are imported.
5. Check Dry run to preview what would be imported without making changes.
6. Click Preview Import (dry run) or Start Import.

Check the Logs tab for progress and results. Always run a dry run first on large boards.

Post-Sync Automations

Board mappings support automations that trigger after an inbound sync completes. These bridge the gap between data arriving from Monday and action happening in Gravity Rail.

To add an automation:

1. Expand a board mapping on the Sync tab.
2. Find the Automations section and click Add automation.
3. Choose an action:
   • Notify Staff — Send a notification when an item syncs. Configure the message template, recipient (target member, acting member, or a specific person), and optional delay. Useful for alerting a care coordinator when a new referral arrives from Monday.
   • Create Chat — Start a conversation in a workflow when an item syncs. Select the workflow, channel (SMS, Phone Call, or Web Chat), and optional initial message. Useful for automatically kicking off an enrollment outreach when a new patient appears in Monday.
4. Optionally add a Condition (CEL expression) to limit when the automation fires.

Linking Members to Monday Items

The Members tab shows which workspace members are linked to Monday items. Links are created automatically during sync, but you can also manage them manually.

Finding Matches

If you have existing members in Gravity Rail and existing items in Monday that represent the same people, use the matching tool to link them:

1. Go to the Members tab.
2. Click Find Matching Records.
3. Gravity Rail searches your Monday boards for items that match existing members by email, phone, or name.
4. Review the matches and click Link on individual matches, or Link All to link them all at once.

This is especially useful when connecting Monday to a workspace that already has members from other channels (SMS, voice, web).

Unlinking

To remove a link between a member and a Monday item, click Unlink next to the member on the Members tab. This doesn't delete the member or the Monday item — it just removes the association so they won't sync.

Viewing Sync Logs

The Logs tab shows sync activity. You'll see:

• Live progress during an active sync, with counts for synced, failed, and skipped items.
• Per-item status showing which members or records succeeded or failed.
• Error details — click a failed item to see the specific error message.
• Sync history — a list of past sync runs with timestamps and status.

Troubleshooting

Inbound Sync Not Receiving Updates

Inbound sync requires a Signing Secret to verify webhooks from Monday.com. Go to the Setup tab or click Edit to add the signing secret.

Items Not Matching Existing Members

By default, inbound sync matches Monday items to existing members by email. If your Monday board doesn't have email data, items won't match and will be skipped (or created as new members if "Create new members for unmatched items" is enabled). Check that your sync rules include an inbound email mapping.

Form Field Writes Failing

Inbound rules targeting form fields require an Acting Member to be set on the board mapping. This must be a workspace admin. Check the board mapping configuration on the Sync tab.

Monday Column Types

Not all Monday column types are supported for sync. The column picker shows which columns are available. If a column doesn't appear, its type may not yet be compatible with the sync framework.

Outbound Sync Not Updating Monday

Check the Logs tab for errors. Common causes include expired OAuth tokens (reconnect via the Overview tab), column type mismatches (e.g., writing text to a date column), or missing board permissions on the Monday.com app.

Tips

• Start with one board and one direction. Get a single board mapping working before adding more. If you're migrating from an existing integration, start with inbound to verify field mappings before enabling outbound.
• Use the dry run import to preview before committing. This is especially useful for large boards or when you're unsure about column type compatibility.
• Check the Logs tab after your first sync to catch mapping issues early. Most errors come from column type mismatches or missing fields.
• Name your rules after the data they carry. With many columns on a Monday board, descriptive rule names ("Referral Date," "Enrollment Status," "Caregiver Phone") make configuration much easier to review and maintain.
• Use filters to limit scope. If your Monday board has test rows, archived items, or records in early stages that shouldn't sync yet, add an inbound or outbound filter to keep your workspace clean.

Related

• Monday.com Setup — Create a Monday.com app and connect it to Gravity Rail
• App Connections — Overview of all available connections
• HubSpot Sync — Detailed guide on sync rules, CEL expressions, and filters (same concepts apply to Monday.com)
• Members — Managing member profiles and data
• Forms — Structured data collection used in sync rules