Setup

Cobalt offers both Key Based and OAuth 2.0 integration for Monday. In this guide, we will look at the OAuth App setup process.

To setup your Monday app in Cobalt for OAuth, you will need the following credentials from your Monday Developer account:

• Client ID
• Client Secret
• Scopes

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Pre-requisites

1. Monday Developer account. You can create one here.

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Required Settings

• Mandatory Scopes

1. me:read
2. webhooks:write

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Creating an app in Monday

To create a Monday app and aquire the above mentioned credentials, please follow the steps mentioned below:

1. Log in to your Monday Developer account.
2. Click on the Profile icon in the top right and select Developers button.

3. Click on Create app button under My Apps.
4. Enter the Name for your application under Basic Information and click Save App.
5. Go to your Apps catalog in Cobalt > Search for Monday > Settings > Use your credentials > Callback Url > Copy it.
6. Go to OAuth in the app in the side menu > Go to the Redirect URLs tab > Paste the Callback Url > Click on Save Scopes.
7. Select the mandatory scopes in the Scopes tab under OAuth, as provided in your Cobalt Monday settings page and click on the Save Scopes button.

8. Go to the Basic Information section and copy the Client ID and Client Secret from the App Credentials section.

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Configuring credentials in Cobalt

App settings page lets you configure the authentication settings for an OAuth 2.0 based application. For your customers to provide you authorization to access their data, they would first need to install your application. This page lets you set up your application credentials.

Cobalt lets you use pre-configured applications to play around. You can do so by selecting Use our credentials. However, if you wish to use your own application, select Use your own credentials. Provide the aquired Client Id and Client secret and save it.

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Configuring Scopes

Cobalt lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under Permissions & Scopes section.

For some applications Cobalt sets mandatory scopes which cannot be removed. Additional scopes can be selected from the drop down. Cobalt also has the provision to add any custom scopes supported by the respective platform.

Once the scopes has been added to the application in Cobalt, go to your Monday Developer account and update the scopes as added on Cobalt.

Select the OAuth App created for Cobalt > Click on Scopes tab under OAuth > Add the scopes as added in Cobalt > Click on Save Scopes.

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Actions and triggers

Once the above setup is completed, you can create orchestrations of your use-cases using Monday actions and triggers. Following are the set of Monday actions and triggers supported by Cobalt.

• Actions
• Triggers