Connect monday.com and OneNote to unlock the power of automation

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How Zapier works

Zapier makes it easy to integrate monday.com with OneNote - no code necessary. See how you can get setup in minutes.

Select a trigger from monday.com

A trigger is an event that starts your Zap and runs the workflow. For example, with monday.com, a trigger could be "Any Column Value Changed in Board."
A trigger is the event that kicks off your automated workflow.

Setup an action from OneNote

An action is what takes place after the automation is triggered. For example, with OneNote, the action could be "Append Note."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected monday.com to OneNote

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your monday.com to OneNote integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about monday.com + OneNote integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with monday.com and OneNote

Can I automatically create a OneNote page from a new item in monday.com?

Yes, you can set up an automation that triggers when a new item is created in monday.com. This trigger can prompt an action to create a new page in OneNote with the details of the item.

Is it possible to update a OneNote page whenever a status changes in monday.com?

Absolutely, you can configure an automation where the trigger is a status change in monday.com. When this status changes, it initiates an action to update the content of the corresponding OneNote page.

How can I sync notes from OneNote back to monday.com items?

While direct syncing features might be limited, you can create workflows that monitor specific sections in OneNote and update respective fields or status in monday.com using triggers and actions.

What happens if I delete an integrated OneNote section linked with monday.com?

When you delete a section in OneNote that's linked through our integration, any subsequent automation related to that specific note won't execute. It's crucial to adjust your workflow settings when such changes occur.

Can we set reminders for deadlines on monday.com through tasks noted on OneNote?

Yes, you can set up deadlines as triggers which will create reminders or notifications within your monday.com board based on specific tagged notes or tasks from your connected OneNote account.

Are there limitations on which columns or data fields from monday.com can be exported into OneNote?

Typically, most standard data fields such as text, numbers, dates, and statuses can be transferred through our integrations. However, some advanced column types may require additional configuration.

Will changes made directly within OneNote sync back to modify items on my monday.com board?

Changes made directly inside OneNote won't automatically reflect on your monday.com board unless you've established a specific workflow for synchronization using available triggers and actions.

Connect monday.com and OneNote to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Board ID
      Required
    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search
    New Board

    Triggers when a new board is created.

    Trigger
    Polling
    Try It
    • Board ID
      Required
    • Column IDs
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search
    New User

    Triggers when a new user joins your monday.com account.

    Trigger
    Polling
    Try It

Learn how to automate monday.com on the Zapier blog

Learn how to automate OneNote on the Zapier blog

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About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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    About OneNote
    Microsoft OneNote is a note-taking app that makes it easy to capture and save ideas, images, audio recordings, and anything else you need to remember.
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