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Monday to Servicemax integration — real-time, two-way sync

Keep Monday and Servicemax in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Monday and Servicemax

Stop re-entering the same information in Monday and Servicemax: Stacksync keeps the records they share consistent in real time, in both directions.

Two tools in the daily stack often hold overlapping information: the same people, the same companies, or the same pieces of work, described twice. The tools do different jobs, so consolidating is not the answer; the overlap just needs to stop drifting.

Stacksync syncs Items, Subitems, Column values, Groups in Monday with Contacts, Cases, Products, Work Orders in Servicemax in real time. You choose which records overlap, map the fields that should match, and pick a direction or let changes flow both ways. From then on, an update made in either tool is reflected in the other within seconds, without exports or copy-paste.

Because the sync is field-level, each tool keeps its own extras; only the shared data is held in agreement.

Common use cases

  • 01 Sync Updates and status changes from monday.com into a database so downstream tools and dashboards react to project progress in near real time.
  • 02 Two-way sync of Items and their Column values between a monday.com board and Postgres so ops teams work in SQL while project owners stay in monday.com.
  • 03 Sync Work Orders (SVMXC__Service_Order__c) and Work Details bi-directionally with Postgres so ops and analytics teams read and write field-service data in plain SQL.
  • 04 Keep Installed Products (SVMXC__Installed_Product__c) aligned with an asset or IoT database for warranty, entitlement, and service-history reporting.

Common sync patterns

Where one tool produces events: mirror them in the other

Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.

Where Servicemax is where the team documents or plans: keep its data fed

Information that originates in Monday stays current in Servicemax instead of going stale after a one-time paste.

Handoffs between teams

When work started in one tool continues in the other, the shared fields travel with it automatically.

What you can sync between Monday and Servicemax

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Monday objects Servicemax objects How this pairing syncs
Groups Named sections that group items inside a board; synced as a grouping attribute or category field on the row. Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. Groups is specific to Monday and Accounts to Servicemax — each maps to any object or custom field on the other side.
Updates Comment and activity threads attached to items; read out into a database for reporting or written back as notes. Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. Updates is specific to Monday and Contacts to Servicemax — each maps to any object or custom field on the other side.
Users Account members referenced by people columns; read to resolve owner and assignee IDs to names and emails. Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. Users is specific to Monday and Cases to Servicemax — each maps to any object or custom field on the other side.
Workspaces Top-level containers that hold boards; used to scope which boards a given sync covers. Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. Workspaces is specific to Monday and Products to Servicemax — each maps to any object or custom field on the other side.
Boards Table-like containers that hold items; each board maps to a synced table, and its columns define the field mapping. Work Orders SVMXC__Service_Order__c; the core field-service job record for install, repair, and maintenance; synced two-way with databases and pushed to ERPs at close. Boards is specific to Monday and Work Orders to Servicemax — each maps to any object or custom field on the other side.
Items Rows within a board and the primary record; synced two-way and created, updated, archived, or deleted via GraphQL mutations. Work Details SVMXC__Service_Order_Line__c; line items on a Work Order for labor, parts used, and expenses; read out for billing or written back with usage. Items is specific to Monday and Work Details to Servicemax — each maps to any object or custom field on the other side.

How changes propagate between Monday and Servicemax

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Monday Servicemax Sub-second propagation

DetectionMonday notifies Stacksync of record changes through webhook events. Board-scoped webhooks (create_item, change_column_value, item_deleted, and similar) for real-time events.

DeliveryEach detected change is written to Servicemax through its API, with automatic retries and rate-limit backoff.

Servicemax Monday Sub-second propagation

DetectionChanges in Servicemax are captured at the source via change data capture — no polling loop against its API. Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object.

DeliveryEach detected change is written to Monday through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Monday: Complexity-budget limits: a single query caps at 5M complexity points and ~10M points/min per user token (1M on trial/free) over a sliding 60s window.
  • Servicemax: Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count.
What ships with Monday ⇄ Servicemax

Connect Monday and Servicemax for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Monday–Servicemax connection.

Real-time

Two-way sync

Changes in Monday or Servicemax instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Monday or Servicemax data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Monday or Servicemax record.

Observability

Monitoring

Track your Monday ⇄ Servicemax sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Monday and Servicemax.

How the Monday and Servicemax connectors work

Monday

Integration surface
GraphQL API (single endpoint, api.monday.com/v2)
Authentication
OAuth 2.0 for installed apps, or a per-user personal API token (admin/member scope); a date-based API version is sent via request header
Change detection
Board-scoped webhooks (create_item, change_column_value, item_deleted, and similar) for real-time events; polling falls back to the item updated_at field
Capabilities
read · write · webhooks
Rate limits
Complexity-budget limits: a single query caps at 5M complexity points and ~10M points/min per user token (1M on trial/free) over a sliding 60s window
Monday setup guide

Servicemax

Integration surface
Salesforce REST, SOAP, and Bulk APIs (ServiceMax is a managed package on the Salesforce platform)
Authentication
Salesforce OAuth login via a user with API access; the connecting profile needs object and field permissions on ServiceMax's SVMXC__ objects
Change detection
Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object where enabled
Capabilities
read · write · CDC
Rate limits
Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count
How it works

How to connect Monday to Servicemax — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Monday and Servicemax with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Monday connected
    Servicemax connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Monday and Servicemax objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Monday ⇄ Servicemax
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Monday Servicemax
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Monday and Servicemax integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 516 integrations available for Monday and Servicemax.

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