Monday.com Setup
The Monday.com integration allows Ad Orbit Delivery Solution job tickets to sync with a board in Monday.com. This guide walks through how to enable the integration module and complete the configuration steps required before syncing can begin.
To use the integration, the Monday.com (MDC) module must be enabled on your site. If you do not have the module enabled, please contact your Ad Orbit representative.
Before beginning setup, make sure you have:
The Monday.com module enabled on your Ad Orbit site
A Monday.com account with an active board you intend to use as the repository board
Your Monday.com API credentials (API token) available
The 'Monday.com' user permission, which is needed to access the Monday.com integration setup page
Once the Monday.com module is enabled, navigate to Settings > Integrations > Monday.com > Setup to access the integration configuration page.
The first step is entering your Monday.com API credentials. This must be completed before any other section of the setup, as all other configuration steps depend on connecting to the Monday.com API.
Enter your API token on the credentials section of the setup page and save. Once your credentials are validated, you will be able to proceed with the remaining configuration steps.
After your credentials are saved, you will be able to select which Monday.com board to use as the repository board — the board that will be synced with Ad Orbit job tickets.
The system will connect to the Monday.com API and provide a list of your available boards to choose from. Select the board you want to use for this integration.
Note
When switching to a different board on the setup page, field and status mappings are not loaded immediately — they will load when you navigate to each mapping tab.
Once a repository board is selected, you will be presented with a column mapping interface. This allows you to define how fields in Ad Orbit correspond to columns on your Monday.com board.
The system will pull the available columns from your repository board via the API. Where possible, the system will attempt to auto-map fields by comparing Ad Orbit field names with Monday.com column names, so you may not need to manually configure every mapping.
Review the auto-mapped fields and make any adjustments needed. Fields that span multiple domain objects — including Tickets, Orders, Line Items, Company, and dynamic attributes — can be mapped here.
Status mapping is configured at the board level. The system will fetch available statuses from your repository board and present a mapping interface similar to the column mapping step.
Map each Ad Orbit ticket status to the corresponding Monday.com status. In addition to standard ticket statuses, the following special actions can also be mapped to a Monday.com status:
Swapped — When a line item is swapped in Ad Orbit, the mapped status will be applied to the corresponding Monday.com board item.
Deleted — When a line item is deleted in Ad Orbit, the mapped status will be applied to the corresponding Monday.com board item.
The mapping interface includes a "-" (no direction) option, which can be used to explicitly indicate that no status should be sent for a given action.
Ad Orbit service ticket statuses are also available in the status mapping configuration.
A webhook section on the integration setup page allows you to generate a webhook URL that Monday.com can use to send updates back to Ad Orbit. This URL includes a randomized signature for validation purposes.
The system will attempt to automatically configure the necessary webhook on your repository board using the API. If the automatic configuration is not possible, you will need to manually add the generated webhook URL in your Monday.com board settings.
The webhook enables Ad Orbit to receive changes made in Monday.com for the following fields:
Status
Status notes
Assignee
In the integration settings, enter an email address in the Failure Notification Email field. This address will receive email notifications whenever a sync or webhook import fails and requires attention.
Outbound sync failures are sent as a single email containing a CSV attachment listing all failed syncs.
Webhook import failures generate an individual notification email for each failure.
A Monday.com Sync permission is available under the Ticket Permissions section of User Setup. This permission is required for users who need the ability to manually retry a sync from ticket search results.
Assign this permission to any users who will be responsible for managing sync errors and retrying failed syncs.
New 6/4/2026