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Install FillFaster's monday.com Integration App

Here’s a step-by-step guide on how to install and set up FillFaster’s monday.com Integration App.

Click here to install the FillFaster app in your monday.com account or click the button below.

Click Install. Installing the FillFaster app from the monday.com marketplace

Navigate to your monday.com dashboard and click “Automate.” The 'Automate' button on the monday.com dashboard

Search for the app by typing “FillFaster” on the templates search box. Click on the FillFaster app. Searching for and selecting the FillFaster app in the automation center

Click “Use template.” Clicking 'Use template' on a FillFaster automation recipe

Allow monday.com to get your FillFaster API Key

Section titled “Allow monday.com to get your FillFaster API Key”

You will be redirected to FillFaster’s website to allow monday.com connect with your FillFaster account.

If you’re not logged in to FillFaster, please login at that screen. A confirmation page will show. Click “Allow.” Allowing monday.com to connect with your FillFaster account

When confirming, you’ll be redirected back to monday.com to set up the recipe.

Fill out all the fields in the recipe to make sure it works as expected. You will have to choose a template form from your FillFaster account, so make sure you have one in advance.

Click on “status” and choose the status you want to trigger the link creation. Choosing a status column to trigger the automation

Click “something.” Choose any status you like to trigger. For example, “create a submission.” Choosing the specific status value 'Create a submission'

Click “FillFaster’s Form” to show the list of all of your forms. Choose the form template you want to use. Selecting a FillFaster form template from the dropdown list

Click “Form’s Fields”. Clicking on 'Form's Fields' to begin mapping

And a screen will open to map your form’s fields to your item data. Currently, the app supports mapping any ‘text’ fields. When you finish mapping, click “Done.” Mapping monday.com item data to FillFaster form fields

Click “Submission Link Column.” Here, the new link will be placed when created. Choose the column you want to place the new link in. Choosing the 'Submission Link' column to place the generated link

Click “Status”, this can be the same column as you choose before. Choosing the status column to update after the link is created

Click “Status Value” to set the new value. Setting the new status value to 'Link created'

Click “Add To Board.” The 'Add To Board' button to save the automation

You’ll see your new automation ready. Close the automation screen to go back to the dashboard. The newly created automation is visible in the board's automation list

Fill out some data on the item and change the status to your trigger status. Changing an item's status to 'Create a submission' to trigger the automation

A new submission link will be created and placed in the submission link column. You can then share the link with your recipient by copying it or creating another automation. The status will also be updated. The result of the test run, showing the generated submission link and updated status

From now on you can create and share submission links in one click within your monday.com board.