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Business productivity ⇄ CRM

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

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

  • SOC 2 and 6 other compliance frameworks
  • 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 Vitally

Sync what happens in Monday with the customer records in Vitally, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Monday holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Workspaces, Boards, Items, Subitems in Monday to Task, Note, Conversation, NPS Response in Vitally with bi-directional, real-time sync. Activity and record changes in Monday update the matching contact or account in Vitally, and CRM data flows the other way wherever Monday can store and use it.

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 Keep CS tasks and notes aligned between Vitally and ticketing or project tools.
  • 04 Sync account health scores and lifecycle stages from Vitally into a CRM so sales sees churn risk before renewals.

Common sync patterns

Where Monday supplies contact or company data

Enriched fields land directly on records in Vitally, and refreshes keep them from going stale.

Where Monday can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Vitally sync into Monday, so people working there have the context without switching tools.

Where Monday handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Vitally, so sales sees open issues before the next call.

What you can sync between Monday and Vitally

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 Vitally objects How this pairing syncs
Users Account members referenced by people columns; read to resolve owner and assignee IDs to names and emails. User End users tied to accounts, including activity and custom traits. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Items Rows within a board and the primary record; synced two-way and created, updated, archived, or deleted via GraphQL mutations. Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. Items is specific to Monday and Conversation to Vitally — each maps to any object or custom field on the other side.
Subitems Nested rows under items, stored on a separate hidden board; synced as a child table linked to the parent item. NPS Response NPS survey responses for account-health reporting. Subitems is specific to Monday and NPS Response to Vitally — each maps to any object or custom field on the other side.
Column values Typed fields (status, date, people, numbers, connect-boards); polymorphic JSON usually written together via change_multiple_column_values. Custom Trait Custom account and user traits for segmentation. Column values is specific to Monday and Custom Trait to Vitally — each maps to any object or custom field on the other side.
Groups Named sections that group items inside a board; synced as a grouping attribute or category field on the row. Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. Groups is specific to Monday and Account to Vitally — 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. Organization Parent organizations for hierarchical B2B account structures. Updates is specific to Monday and Organization to Vitally — each maps to any object or custom field on the other side.

How changes propagate between Monday and Vitally

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 Vitally 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 Vitally through its API, with automatic retries and rate-limit backoff.

Vitally Monday Sub-second propagation

DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.

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.
  • Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Monday ⇄ Vitally

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Monday or Vitally 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 Vitally record.

Observability

Monitoring

Track your Monday ⇄ Vitally 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 Vitally.

How the Monday and Vitally 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

Vitally

Integration surface
REST API with cursor-based pagination (sortable by createdAt/updatedAt)
Authentication
API key via Basic Auth; keys created in Settings -> Integrations -> REST API and individually revocable
Change detection
Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates
Capabilities
read · write · webhooks
Rate limits
Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
How it works

How to connect Monday to Vitally — 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 Vitally 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
    Vitally connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Monday and Vitally 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 ⇄ Vitally
    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 Vitally
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Monday and Vitally 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
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ISO 27001
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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 416 integrations available for Monday and Vitally.

Popular · 8 of 416
All Monday integrations All Vitally integrations Browse all integrations
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