Managing team workflows can get messy without the right tools. That’s where Monday.com and its Fillout integration come in. Monday.com is a popular platform for organizing tasks, timelines, and team updates—all in one place. Paired with Fillout, it gets even better. This integration helps teams collect, sync, and update information effortlessly, turning tedious processes into automated workflows. Ready to simplify your team’s operations? Let’s explore how this duo can transform the way you work.
What is the Monday.com Fillout Integration?
The Fillout Monday Com Integration is designed for teams looking to simplify the way form data syncs with their Monday boards. By connecting Fillout, a no-code form builder, directly to Monday.com, users can automate data collection, task creation, and team updates without lifting a finger. Imagine filling out a form and instantly watching the data flow into actionable team tasks—this is exactly what the integration makes possible. It’s a powerful way to eliminate manual work and ensure your workflows remain accurate and efficient.
Let’s break it down further into features and benefits.
Features of Fillout Integration
This integration comes with a variety of helpful tools that make team collaboration easier. Here are a few highlights:
- Form Automation: Connect forms directly to Monday boards and use them to populate or update tasks automatically. You can configure conditional logic to filter data based on specific inputs, minimizing errors and manual intervention.
- Real-Time Updates: Any data entered into a Fillout form syncs instantly with your Monday board, helping everyone on your team stay on the same page.
- No-Code Setup: With Fillout, creating forms doesn’t require coding skills. Just drag, drop, and map form data fields to align with your team’s boards and workflows.
- Custom Workflows: Set up specific rules to ensure collected data flows seamlessly into assigned columns or uses automation triggers for task creation.
Curious to see how you can implement this feature? Explore the details on the Monday.com integration page.
Why Choose Fillout Integration
Why choose the Fillout Monday Com Integration when there are other manual workflows or tools available? The choice is simple: efficiency.
- Streamlined Team Workflows: Manual forms or outdated systems create bottlenecks. The Fillout integration eliminates these, ensuring your data flows smoothly from collection points to actionable insights in Monday.com.
- Error Reduction: Forget manual data entry. Automated syncing minimizes human errors, keeping your workflows precise and foolproof.
- Time Savings: Whether it’s onboarding new team members or tracking project progress, this tool saves hours that would otherwise be spent manually inputting or organizing data.
- Scalable Solutions: As your team or projects grow, the ability to roll out multiple forms tailored to specific boards is invaluable. Teams no longer need to start from scratch; templates and saved logic make scaling easy.
Learn more about how Fillout’s features stack up against others on the integration comparison page.
By optimizing task creation, reducing manual errors, and improving data flow, Fillout Integration with Monday.com cuts the clutter so you can focus on what truly matters—getting work done efficiently.
10 Ways to Streamline Your Team’s Workflow Using The Native Fillout Monday com Integration
Managing workflows manually can be a time-consuming task. Team members can easily get slowed down by repetitive processes, scattered data, and the ever-present risk of human error. With the Fillout integration for Monday.com, those challenges can be addressed with simplicity and automation. Here’s how this dynamic pairing works to streamline processes and supercharge team efficiency.
#1 – Update existing Items in Monday using Fillout
This, in my opinion, is one of Fillout’s coolest features. It fills a very large gap in what Monday Work Forms are capable of and does it in such an elegant way – it’s a thing of beauty!
To enable this feature, you simply add an Item ID column and a Formula Column with a specific formula (that you get from your Fillout form). The formula combines the Item ID with the Form’s url to create a unique url for each Monday Item that leads to the exact same form but only updates the specific Item.
This setup allows you to either manually or automatically share the unique form url for any Item with anybody. Anyone that submits that form will only update the Item that specific url points to.
#2 – Add a Monday.com Connect Board Column to your Fillout Form
Funnily enough, this feature was briefly available in Monday Work Forms then vanished without a trace. This feature allows you to add/map a Connect Board Column to your Fillout Form. This, in turn, allows users to select and connect any of the Items in the connected Board when they are submitting the form.
Eg let’s say you are using the Basic CRM template in Monday, which contains a Deal Tracker Board and a Contacts Board, both of which are connected to each other via a 2-way Connect Boards Column.
You could create a Fillout Form and link it to the Deal Tracker Board and drag-and-drop the Connect Board Column from the sidebar into your Fillout Form to add the field to your Form and map it to the Connect Board Column in fell swoop.
This would mean that a user could fillout the form, say typing in “Big Deal X” for the Deal name and selecting the ever popular Phoenix Levy in the Connect Board Column field. This would create a new Deal in the Deal Tracker Board that is called “Big Deal X” and is connected to the Contact Phoenix Levy.
#3 – Using Calculations & Variables in Fillout
Fillout calculations are a fantastic feature that lets you automate numerical processes right within your forms. You can use them to perform various tasks, like calculating totals, applying discounts, or figuring out taxes based on the information respondents provide. For example, if you’re running an order form, you can set it up so that as users input their choices, the form automatically calculates the final price, including any applicable discounts or fees.
What makes these calculations so awesome is the efficiency they bring to your workflow. Instead of manually crunching numbers or relying on external tools, everything happens in real-time as users fill out the form. This not only saves time but also minimizes errors, ensuring that the data you collect is accurate and reliable. Plus, it creates a smoother experience for your users, as they can see their totals update instantly without any extra steps. Overall, Fillout calculations make your forms smarter and more user-friendly, which is a win-win for everyone involved! 1
#4 – Using Workflows in Fillout
Fillout Workflows are automated processes that streamline data collection and management through customizable forms. Users can create forms for various purposes, such as project intake, payments, scheduling, and quizzes, utilizing over 50 question types to gather the necessary information. Once a form is submitted, workflows can automatically create tasks or leads in platforms like Monday.com, ensuring that data is transformed into actionable insights without manual intervention.
The power of Fillout Workflows lies in their ability to integrate seamlessly with other applications, allowing for real-time data synchronization and automated notifications. For instance, users can set up email reminders, Slack notifications, and even generate PDFs for each submission. This automation reduces the risk of human error, saves time, and enhances productivity by centralizing information management.
It also means that you can save yourself some monthly automation/integration actions by automating processes in Fillout before the data even hits Monday!
Additionally, the ability to customize forms to match branding and user experience further enhances engagement and response rates. Overall, Fillout Workflows provide a robust solution for organizations looking to optimize their data collection and management processes.
Discover how to create tailored workflows on Fillout’s Workflow Guidance Page.
With these features, Fillout and Monday.com together create a seamless, efficient system that removes bottlenecks and keeps your team focused on what truly matters—getting things done efficiently and effectively.
#5 – Automating Task Creation
One of the standout features of Fillout is its ability to automate task creation in Monday.com. By linking online forms directly to Monday boards, teams can instantly convert submitted form data into actionable tasks. For instance, if a client fills out a project request form using Fillout, the integration automatically creates a task on the appropriate Monday board, complete with all relevant details. This eliminates manual task entry and helps your team get started immediately.
Learn more about automating workflows with Fillout and Monday.com by visiting Fillout’s Integration Page.
#6 – Centralizing Data Collection
Does your team struggle with fragmented data? The Fillout integration makes it easy to consolidate data by embedding forms on websites or sharing them directly with stakeholders. Once submitted, the data is funneled seamlessly into your Monday boards, offering a centralized, real-time view of all information. Whether you’re collecting client feedback or internal updates, this eliminates the need to juggle multiple tools or spreadsheets.
You could argue that Monday Work Forms can do this too, but Fillout just takes things to the next level. With Fillout, for example, you could have one form with conditional logic that will allow users to create items in any Board in your account (using conditional logic) based on the options they select.
Check out the benefits of centralized data collection with Fillout via integration details here.
#7 – Real-Time Approval Tracking
Tracking approvals can get complicated without a streamlined system in place. Fillout and Monday.com solve this by offering real-time updates for all approval-related workflows. For example, when a submitted form triggers an approval request, Monday.com instantly reflects the status in its dashboards. Whether it’s a management sign-off or budget approval, the team is always informed and ready to act.
Want more details on optimizing approval workflows? Visit Monday.com’s integration update.
#8 – Reducing Manual Data Entry Errors
Errors in manual data entry can disrupt workflows and lead to costly mistakes. By automating the transfer of form data into Monday.com, Fillout significantly lowers the risk of inaccuracies. The structured mapping of form fields to Monday columns ensures data is precisely where it needs to be, without the guesswork or repetitive tasks.
To reduce data errors in your team’s workflow, explore Monday automation strategies.
#9 – Automatically assign users
Once tasks are created, the integration can immediately assign them to the right team member based on form submissions or pre-set rules you define in Monday.com. Instead of tasks lingering unclaimed, ownership is clear right from the start. This eliminates confusion about who’s handling what, helping everyone stay aligned.
#10 – Create Custom Workflows for Repeated Processes
For recurring tasks like onboarding new team members or launching client projects, creating a standardized process is essential. With the Fillout-Monday.com integration, you can design customized workflows that pull information from forms and place it into structured task boards. Everything follows the same steps every time, meaning anyone on your team can start these tasks without missing a beat.
Tips for Getting Started with the Integration
If you’re ready to bring efficiency and organization to your team’s workflows with the Fillout and Monday.com integration, this section is your starting guide. From setting it up to empowering your team, we’ll cover what you need to know to make the process smooth and straightforward.
Setup and Configuration: Starting Off Right
Getting started with the Fillout and Monday.com integration might sound intimidating at first, but it’s actually user-friendly and intuitive. The key here is to focus on customization—you want your integration to align perfectly with your team’s specific needs.
- Connect Fillout to Monday.com: Begin by navigating to the integration settings within Fillout. This will allow you to connect your Fillout forms to the appropriate Monday board. Detailed instructions can be found on the official integration page.
- Map Your Fields: Once connected, you can map the fields from your form to the relevant columns on your Monday board. This ensures all submitted data lands exactly where it belongs.
- Set up Conditional Logic: One incredible feature of Fillout is the ability to include conditional logic. Create rules that help your workflow adapt based on the data submitted. For example, you can automatically assign tasks or update statuses.
Taking the proper time to configure these settings ensures your team will hit the ground running.
Note that there are 2 ways to map your Fillout Form Fields to your Monday Columns.
- You can manually map each Fillout field to a Monday Column in the Monday integration settings for the given Fillout form. However, I recommend using the next method.
- Once you have connected your Fillout form to a Monday Board via the integration, if you go to the “Edit” view you will see a tab in the left hand sidebar called “Monday Columns”. Simply drag whichever Monday Column you want to map your Fillout fields to into the spot on the form where you want them. This process creates your Fillout fields and maps them to the Column you dragged and dropped all in one go. Once you master this process, you will never want to set up another Monday Work Form again!
Using Pre-Built Templates: Simplify the Start
Why start from scratch when you don’t have to? Pre-built templates act as a time-saver, offering you tried-and-tested setups that can be quickly adapted for your needs.
- Explore Fillout’s Templates: Fillout provides a variety of templates tailored to common workflows such as client onboarding, lead collection, or internal approvals. These templates already have forms and board mappings in place to help you hit the ground running. You can access more information about form templates designed for Monday.com on the Fillout blog.
- Customize with Ease: Start with a template and tweak it to suit your team’s workflows. Change fields, add logic, and ensure alignment with your team’s goals.
- Save Templates for Reuse: Once you’ve perfected your setup, save it as a new template. This makes scaling your operations easy when similar workflows arise.
Templates are an excellent option, especially if you’re looking to skip the trial and error of manual setup.
Training Your Team: Get Everyone On Board
Introducing a new tool without proper training is like handing someone a manual in a language they don’t understand. It’s crucial to familiarize your team with the Fillout and Monday.com integration to get the most out of its features.
- Host Workshops: Organize informal workshops or video sessions where you showcase how forms are linked to the boards and how completed data translates into actionable insights in Monday.com.
- Offer Hands-On Practice: Encourage your team to work with the tools firsthand. Use real examples to demonstrate workflows and allow team members to interact with both Fillout forms and Monday boards.
- Provide Step-by-Step Guides: Make training materials available, such as quick reference sheets or onboarding boards. Monday.com has excellent resources on creating training boards for onboarding, such as those highlighted here.
- Get Feedback: Follow up with your team to understand if the tool meets their needs or if further tweaks are required. Collaboration ensures all team members are on the same page.
Structured training ensures a smooth transition and empowers everyone to fully utilize the power of automation.
Starting your journey with Fillout and Monday.com doesn’t have to be complicated. With deliberate setup, time-saving templates, and focused team training, you’ll be well on your way to creating workflows that work smarter, not harder.
Other Complementary Monday.com Integrations
Pairing Monday.com with the Fillout integration already brings substantial efficiencies, but the platform’s capabilities don’t stop there. When combined with other complementary tools, it can power up your team’s communication, file management, and creative workflows. Let’s explore a few standout integrations that can amplify the way your team works.
Communication Tools like Slack
Keeping everyone in sync is critical, and Slack integration ensures nothing gets lost in translation. With this integration, teams can marry real-time communication with their project workflows in Monday.com. How does it work? Slack allows your team to:
- Receive updates from Monday.com boards directly in Slack channels.
- Create tasks on Monday.com straight from a Slack message.
- Keep all conversations centralized, ensuring important discussions are within reach when managing tasks.
This integration makes it easy for teams to bridge the gap between quick discussions and actionable steps. For example, if a teammate flags an issue in Slack, you can instantly translate that conversation into a task on Monday.com without ever leaving the chat. It’s about turning words into actions faster.
Check out more on Slack and Monday.com here.
File Management via Google Drive
Many teams struggle to keep files organized, but the Google Drive integration with Monday.com eliminates that pain point. With this tool, you can link files stored in Google Drive directly to your Monday.com items. Benefits include:
- Real-Time Updates: Files added to Google Drive are automatically accessible from related Monday.com boards.
- Effortless Organization: Keep documents, images, or spreadsheets tied to their relevant tasks—no more searching through endless folders.
- Automatic Syncing: Changes made in Google Drive reflect instantly on Monday.com, ensuring everyone works with the latest versions.
Imagine working on a client proposal document stored in Google Drive. The integration allows you to attach it directly to a task on your Monday board, so your team can collaborate seamlessly while using a tool they’re already familiar with.
Discover more about syncing Monday.com with Google Drive here.
Creative Workflows with Adobe Creative Cloud
Creative teams can sometimes feel disconnected when their tools don’t integrate with workflow management systems. That’s where the Adobe Creative Cloud integration with Monday.com steps in to fill the gap. It allows creative professionals to manage their design tasks without juggling platforms. Features include:
- Linking Adobe project files directly to Monday.com tasks.
- Receiving instant updates on creative requests or feedback.
- Simplifying collaboration between design teams and other stakeholders.
For example, graphic designers working on a marketing campaign in Photoshop can link their files to a task on Monday.com. Marketing managers can provide feedback directly on the platform, reducing unnecessary back-and-forth emails. This integration streamlines the entire creative process from concept to approval.
Learn more about connecting Adobe Creative Cloud with Monday.com here.
These complementary integrations make Monday.com adaptable for virtually every team, from communication-heavy departments to creative powerhouses. Adding these tools ensures smooth collaboration, organized workflows, and effective project management across the board.
Conclusion
Using the Fillout Monday com Integration to unite these powerful tools provides huge benefits, simplifying team workflows and cutting down on repetitive tasks. By automating data collection and syncing it seamlessly with Monday boards, teams stay organized and focused on valuable work.
From task automation to real-time updates, this integration removes unnecessary bottlenecks and helps prevent data errors, so your team spends less time managing logistics and more time achieving results. Whether onboarding, managing projects, or tracking approvals, it’s all about getting tasks done faster and smarter.
Ready to make teamwork easier? Dive into the Fillout and Monday.com integration and see how effortless workflow management can be.