Initiating a Journey from monday

Article Overview

The following article describes the steps to initiate an EasySend journey from monday.

Step 1: Building the Process

1. Drag and drop all the required components.
2. Build the business logic (conditions and validations).

Step 2: Integrate your monday Environment with the Process

1. Verify your EasySend monday app is configured as described in the EasySend App Configuration article.
2. Connect your monday resources as described in the Connecting Your monday Resources article.
3. Add all the required monday columns as described in the monday Columns article.
4. Deploy the journey.

Step 3: Initiate the Journey from monday

(See Figure 1 to Figure 3)

To initiate a journey from monday, perform the following steps:

Figure 1: Initiate Journey from monday

1. Access your resources (source, workspace, board) and click an item.
2. Click the EasySend for monday.com view (1).
3. Click the dropdown and select the desired journey (2).
4. Enter an email (3).
5. If needed, enter a phone number (4).

6. Click Generate and send (5).

    Result:

    The following message appears:

Figure 2: Generating Link

7. Wait for the process to finish.

    Result:

    The following message appears (7):

Figure 3: Success Message

NOTE

After a link is generated successfully, the Track Sessions section appears, and the sent journey is highlighted in green. Read the Tracking EasySend Sessions article for additional information.

Step 4: Interact with the Journey

(See Figure 4 to Figure 6)

After clicking the link to access the process, it can appear with prefilled data from monday, for example:

Figure 4: Journey with Prefilled Data Example

As users navigate the journey before submission, the monday board will update with new input information. For example:

Figure 5: Live Updated monday Board

Files, however, will only appear after submission, for example:

Figure 6: File Added After Submission