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 Salesforce Environment with the Process

1. Connect your Monday resources as described in the Connecting Your Monday Resources article.
2. Add all the required Monday columns as described in the Monday Columns article.
3. 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 Send EasySend link button (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

Step 4: Interact with the Journey

1. Click the link to access the process.
2. Fill out the information.
3. Submit the process.
4. Navigate back to Monday and view the updated data.