Cobalt offers both Key Based and OAuth 2.0 integration for Monday. In this guide, we will look at the OAuth App setup process. To setup your Monday app in Cobalt for OAuth, you will need the following credentials from your Monday Developer account:
  • Client ID
  • Client Secret
  • Scopes

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Pre-requisites

  1. Monday Developer account. You can create one here.

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Required Settings

  • Mandatory Scopes
  1. me:read
  2. webhooks:write
If you haven’t already created an app in Monday, you’d need to create one.

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Creating an app in Monday

To create a Monday app and acquire the above mentioned credentials, please follow the steps mentioned below:
  1. Log in to your Monday Developer account.
  2. Click on the Profile icon in the top right and select Developers button.
Navigation for App setup
  1. Click on Create app button under My Apps.
  2. Enter the Name for your application under Basic Information and click Save App.
  3. Go to your Apps catalog in Cobalt > Search for Monday > Settings > Use your credentials > Callback Url > Copy it.
  4. Go to OAuth in the app in the side menu > Go to the Redirect URLs tab > Paste the Callback Url > Click on Save Scopes.
  5. Select the mandatory scopes in the Scopes tab under OAuth, as provided in your Cobalt Monday settings page and click on the Save Scopes button.
Setting up Monday Developer app
  1. Go to the Basic Information section and copy the Client ID and Client Secret from the App Credentials section.
Getting Credentials

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Configuring credentials in Cobalt

App settings page lets you configure the authentication settings for an OAuth 2.0 based application. For your customers to provide you authorization to access their data, they would first need to install your application. This page lets you set up your application credentials. Setting up application client credentials Provide the acquired Client ID and Client Secret under Settings of the app and save it.

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Configuring Scopes

Cobalt lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under Permissions & Scopes section. For some applications Cobalt sets mandatory scopes which cannot be removed. Additional scopes can be selected from the drop down. Cobalt also has the provision to add any custom scopes supported by the respective platform. OAuth Scopes Once the scopes has been added to the application in Cobalt, go to your Monday Developer account and update the scopes as added on Cobalt. Select the OAuth App created for Cobalt > Click on Scopes tab under OAuth > Add the scopes as added in Cobalt > Click on Save Scopes.
If you are facing scopes missing or invalid scope error. Make sure you are not passing any custom scope not supported by the platform. And, the scopes selected here are identical to the ones selected in the platform.

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Actions and triggers

Once the above setup is completed, you can create orchestrations of your use-cases using Monday actions and triggers. Following are the set of Monday actions and triggers supported by Cobalt.
  1. Create Board - Create a board in Monday.
  2. Update Board - Update a board in Monday.
  3. Delete Board - Delete a board in Monday.
  4. List Boards - List all boards in Monday.
  1. List Columns - List all columns of a board in Monday.
  2. Create Column - Create a column in board in Monday.
  3. Change Column Title - Change the title of column in Monday.
  4. Delete Column - Delete column of a board in Monday.
  1. List Documents - List all documents in Monday.
  2. Create Doc - Create a document in Document column in Monday.
  1. Create Group - Create a group in Monday.
  2. Update Group - Update a group in Monday.
  3. Delete Group - Delete a group in Monday.
  4. List Groups - List all groups in Monday.
  1. Create Item - Create an item in Monday.
  2. Update Item - Update an item in Monday.
  3. Delete Item - Delete an item in Monday.
  4. List Item - List all items in Monday.
  1. Create Subitem - Create a subitem in Monday.
  2. Update Subitem - Update a subitem in Monday.
  3. Delete Subitem - Delete Subitem in Monday.
  4. List Subitem - List all subitems in Monday.
  1. List Teams - List all teams in Monday.
  2. Create Team - Create a team in Monday.
  3. Add Teams To Board - Add teams to a board in Monday.
  4. Delete Team - Delete a team in Monday.
  1. HTTP Request - Make HTTP API calls to any Monday documented REST APIs.
  2. Custom Query - Run a custom query in Monday.