Monday.com and Flocksy: The Native Sync

If your team plans its work in monday.com, you can brief Flocksy straight from your board. The native Monday.com sync connects one board to your Flocksy account, both ways: requests become projects, and progress, comments and files come back to the item.

Recommended: the native Monday.com sync

The Monday.com sync is a two-way connection between one Monday.com board and your Flocksy account. It needs no API key and no AI assistant, and nothing to build. It is included on the same 4+ Daily Hour plans as the Flocksy API, but it is a separate connection, not an API or MCP tool.

Setting it up

1. An owner or admin opens the Integrations page in their Flocksy account.
2. In Monday.com, click your profile picture, open My access tokens and copy your token. Paste it into Flocksy. It is encrypted before it is stored, with a key held outside the database.
3. Choose a board, its status column, and the label that means "send this to Flocksy".
4. Optionally, choose labels that mean approve and request changes, a column holding the brief, a due date column, a column for Flocksy to write its status into, and the project type to file requests under.

New projects are filed under your default Brand Profile. Each Flocksy account connects one board.

What moves from Monday.com to Flocksy

• New requests. When an item reaches your chosen status, it becomes a Flocksy project: the item name is the title, the brief column is the brief, and the due date is the needed-by date. The brief links back to the Monday item. Up to 25 new projects are created per run.
• Comments. Updates posted on the item appear as comments on the project, labelled with the name of the person who wrote them in Monday.
• Approvals and changes. If you set approve and revision labels, moving the item to one of them approves the work or asks for changes. This only applies once the work is ready for review.
• Files. Files on the item arrive in the project's files, with a note saying they came from Monday.com.

What moves from Flocksy to Monday.com

• A note on the item when the project is created, with a link to it.
• A note on every status change, in plain language: Draft, Queued, In progress, Revision in progress, Ready for review, Completed or Archived.
• Comments from your Flocksy team, posted as updates on the item.
• Files the team uploads or delivers, attached to the item with the uploader's first name.
• Optionally, the Flocksy status written into a column on your board.

Timing and limits

• The sync runs about every five minutes, and there is a Sync now button.
• Up to 20 files move per run across both directions; the rest follow on the next run. Files can be up to 500 MB.
• Each file moves once. A file that came from Monday is never sent back, and the reverse. Files already in Flocksy before you connected are not sent across.
• The sync never deletes anything in Monday.com or in Flocksy.
• If the person who connected it stops being an owner or admin, the sync pauses itself and says so. Someone with access reconnects to turn it back on.
• If you switch to a different board or disconnect, existing items are unlinked. Any item still at your send-to-Flocksy status afterwards is treated as new, so move finished items off that status first.

The Zapier route

The Flocksy Zapier integration is a legacy integration and is not available to new subscribers.

Zapier connects apps with a trigger and an action. This recipe uses a new item on a Monday.com board as the trigger and creates a Flocksy project as the action:

• Create projects in Flocksy from new items in your monday.com board. Every new item added to the board you pick becomes a Flocksy project.

Unlike the native sync, this recipe only goes one way. Progress, comments and files do not come back to the item.

Want help setting it up? Book a demo or see pricing.