Sync Monday.com Contacts to iPhone Automatically

so you want to connect your money.com contacts to your iPhone well you're at the right place we're going to build an

integration that allows you to automatically synchronize your monday.com context to the iPhone and

anytime it updates on the Monday side it will update on the iPhone side are you excited let's go awesome so we actually

need three things today we need a money.com account with a board we need a make account which I'll show you in a

second and we need obviously the iPhone with the make.com app which I'll also show you in a second let's start with

the Monday side so with Monday you need a board like this one just a simple context board with you know an item and

a phone column obviously feel free to add a lot more uh it's very simple and you can just uh yeah literally do what I

have here and then we go into the next step and the next step is actually to connect it to make uh make is an

automation platform if you don't know anything of it there's a lot of information on it uh on my channel so

feel free to check it out but basically Monday has liit ation with automations and you can connect it with anything if

you use a tool called make so feel free to check it out you can use the link in my description to try it for free if you

haven't uh don't have an account yet awesome so when you're make on the left hand side you have something called

scenarios click on that and then on the right hand side you'll see create a new scenario click there the trigger for

this automation will be a Monday trigger so type Monday and then click show more and then and there is um a an automation

that's called where is it this one watch boards items and make sure that you have this one and not this one because this

one only triggers when an item is created and this one also triggers when an item is updated which we like want to

see here so use that one then you need to uh create a connection which you can do by clicking add here if you don't

have one yet so you click add give it a name I'll call it iPhone tutorial and I'll put in an API key um an API key

can be found in Monday just go to Monday go to your profile go to developers and then on the left hand

side you'll find my exess tokens make sure to not share this token with anyone because if they have access to this

token they can do um anything they want with your money.com account so be a bit cautious here um well click on show and

click copy obviously I'll regenerate mine after so you guys uh yeah cannot do anything in my account just copy it and

then go back to make and paste it here then you click save and now You' have actually been connected to your

money.com account make sure to only connect with accounts that will be in the uh in your Monday account forever

because once the user is deactivated that created this uh access token then the access token is deactivated and

therefore your automation will break so make sure that you have like an ad admin or a founder or anyone that can create

the key for you um or if you're that person then you can create it yourself just keep that in mind then I'll just

put this to one we only want one update at a time and then the board in my case is called iPhone integration and this is

just the name of your board there you go um then it asks for the output columns well in my case I only have one

that's important well only I want name actually and I want phone you can add all the information you want to your

iPhone you can put it here as the columns which will be the columns that you see in your

board cool then we do watch and we go for oh oops new and updated items so we also can update or uh our contacts in

the iPhone when they are updated in Monday cool we don't need an parent item id we don't need a sub items ID so we

can click okay and we can click here from now on which is okay now um what we'll do in

the next step is double click and add another step which is which can be found by typing in apple or Apple

iOS and what you see here is create a new contact if you don't see it click show more and you'll see it in this list

so click create a new contact or create a contact in this case and then you need to choose device

if you haven't yet click add and and then it will ask you to add a device name let's call mine uh

Patrick's iPhone and continue and as you can see it shows this QR code what you need to do now is you need to go into

your app store on your iPhone and download the make.com app uh while we're doing this I will show you on my phone

so I'll start recording my screen as you can see in the App Store there's a make uh app which there you can find it it's

uh yeah you can just install it if you can't find it under the name make you can find it under the name integromat

which was their name before they were called make and if you open the app it will look something like this then you

can scan your QR code so let's do that scan QR code and scan the code we saw on the screen as you can see I'm now logged

into make and from here there are a few things I need to do first you need to go into contacts and then um go to the top

toggle and make sure it's turned on and when you actually if you want to improve this workf even more you can

also send the changes in context to make as you can see here but from now I'm only going to update from Monday to uh

your iPhone then we go back and we mark it as done at the top right hand side and there you go if you

now go to the bottom right bottom right hand side you can also see the settings and here you can also turn on the

contacts toggle if you haven't yet so now let's go back into make on the um desktop so on the desktop you can click

save there you go and now it's connected now as a Next Step here you need to set this to matching The Identical phone

number this is to update an existing contact in case it's already exists uh I usually do this based on phone number

but email is fine too or if you don't want to update it at all you can also select do not update but I usually do

phone number then the first name is actually in my case is just the name of the

person as you can see here is just the name of the item so I can uh use the item name as you can see here and then

if you scroll down there's one for phone which I'll select here uh and in my case that is where is it here phone and then

it will be phone cool and then we call it just a a mobile and then that's it really um if

you want to add other things as you can see here you can fill all those fields feel free to do so uh yeah just the same

way as you would do it now you click okay and let's start testing it by running it so click run once and oh

there's actually something coming up oh yeah okay so no uh updates were found therefore it returns as you can see here

nothing well let's just change something let's call this person call to and now it should find a

change there you go so it found a change Patrick call to and if you look into the uh Apple iOS step was also

created um as you can see the phone number came in correctly everything looks pretty good so I can now look into

my iPhone to see if this person was created as you can see here it actually showed up Patrick cool too so that

everything looks pretty good here now I'm going to show you what happens when I update the uh phone number in Monday

so we're back in Monday let's change this one to Patrick cool 2 um test uh maybe YouTube and then when I

run it again you'll see that found a new update and it updated the phone number once again keep in mind usually it takes

a few seconds till it actually came through into your contact so if you don't see it just wait 10 to 20 seconds

and then you should see it in your phone let's check and there you go this contact has actually been updated to the

name that we gave it in monday.com so everything is working correctly and now let's go back to the last step so the

last step is to make sure that this always works and it's actually a very simple step it's make sure that this one

is uh turned on and then the schedule setting should be set to something um so what it does now is every 50 minutes in

this case it will check uh for an update uh in my case I have a paid make plan so I can change this to one minute and then

every minute it will try to check for updates if you don't care about this too much you're like it's fine if it updates

once a day or once every quarter for example once every 15 minutes then you just set it to 15 and you click okay uh

just keep in mind that if you do that I would recommend that you put this limit a bit higher because if you set it to 15

minutes and there are more than one updates and you have this set to limit one then it will only work for one uh

item so I would then put this to I don't know 100 for example so if there's 100 updates that's the limit and that will

stop uh for every time it checks so if it checks now after 15 minutes and there's two updates it will process two

updates if it checks after that after those 15 minutes and there are 120 updates it will only process 100 updates

so yeah change is limit based on yeah how often you think it will be updated and that's it hopefully you like this

video where you can now connect your monday.com account to your iPhone keep in mind that Monday is working on some

great new updates for their IOS app so it could be that this will actually be a feature in the app in the near future I

wouldn't be surprised uh but until then you have this automation to solve our needs uh if you like this video please

leave a like And subscribe to the channel if you have problems run into issues just comment below and I'll try

to help you and if you need personalized help uh and tailored advice my contact details are in the description below so

we can schedule a call to discuss your project hopefully have a great day and see you soon byebye