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Elix Forms to monday.com

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Elix Forms to monday.com

by Elix Apps

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Description

Elix Forms to monday.com bridges your Contact Form 7 forms with your monday.com workspace. Whenever a user submits a form on your site, an item is automatically created on your designated monday.com board with all fields cleanly mapped.

Features Included

  • monday.com Connection: Secure API token authentication using official monday.com GraphQL API v2.
  • Workspaces, Boards & Groups: Dynamic retrieval of your monday.com Workspaces, Boards, Groups, and Columns.
  • Form Integrations: Dedicated support for Contact Form 7.
  • Visual Field Mapping: Map form fields to monday.com columns (Text, Long Text, Email, Phone, Numbers, Status, Dropdowns, Date).
  • Smart Auto-Mapping: One-click automatic matching of form fields to monday.com board columns.
  • Item Name Templates: Flexible smart tag support ({name}, {email}, {phone}, {company}, {form_name}, etc.).
  • Static Column Values: Add constant values (e.g. Lead Source = “Website”) to every item created.
  • Submission Logs & Retries: Monitor submission status (Success/Failed/Pending) and retry failed transmissions.
  • Privacy Controls: Option to enable/disable local logs and set automatic log retention periods.
  • Extensible Architecture: Built with WordPress actions, filters, and adapter interfaces for developers.

External Services

This plugin relies on an external service, monday.com API, to process form submissions and transmit them to monday.com boards, as well as fetch account workspaces, boards, groups, and column structures during configuration.

  • Service: monday.com GraphQL API (https://api.monday.com/v2) provided by monday.com Ltd.
  • Functionality: Transmits Contact Form 7 form submission data into monday.com items on designated boards, and retrieves board, group, and column schemas in the WordPress admin panel.
  • Data Sent: Form submission payload data (such as names, email addresses, phone numbers, and custom field values) is sent via HTTPS POST requests upon form submission. Account workspace, board, group, and column schema information is fetched when configuring connections.
  • Terms of Use & Privacy Policy: Service provided by monday.com Ltd.: terms of use, privacy policy.
  1. Upload the elix-forms-to-monday-com folder to the /wp-content/plugins/ directory, or install directly through the WordPress Plugins screen.
  2. Activate the plugin through the ‘Plugins’ menu in WordPress.
  3. Navigate to Elix monday.com Settings and enter your monday.com API v2 Personal API Token.
  4. Click Test Connection to verify your account status.
  5. Go to Elix monday.com Add Connection to map your form to a monday.com board.
How do I get a monday.com API Token?

Log into your monday.com account, click your profile avatar at the bottom left, select Developers (or Administration API), and copy your Personal API Token.

Will a failed monday.com submission break my WordPress form?

No. The plugin handles API failures gracefully in the background. Your frontend form will complete normally without displaying errors to website visitors.

Which monday.com column types are supported?

The plugin supports standard column types including Text, Long Text, Email, Phone, Number, Date, Status, and Dropdowns.

Does this plugin send telemetry or personal data to third parties?

No. Data is sent strictly between your WordPress server and monday.com’s official API servers. No telemetry or analytics are collected by Elixapps.

1.0.0

  • Initial public release.
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