Skip to main content

Make Waves ’26 Step into AI’s glass box. Prague, 19–20 Oct.

Register now (opens in a new tab)
PDF4me Excel
monday.com

Connect PDF4me Excel and monday.com

Explore ready-made PDF4me Excel and monday.com templates and start automating in minutes.

Get started free

Create a custom workflow

Integrate PDF4me Excel with monday.com and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

monday.com
Trigger: Watch Board's Column Values
PDF4me Excel
Action: Select an action
1. Select a trigger

  • Triggers when the board's column values have changed.

  • Triggers when an item is created/updated in the given board.

  • Triggers when a board's item is created.

  • Triggers when an item with the given value is created/updated in the given board.

  • Triggers when a new user is subscribed to a given board.

  • Triggers when a new board's update is created.

  • Triggers when a new event occurs in Monday.

  • Triggers when an item is created/updated in the given group.

  • Triggers when an item's column value is changed.

  • Triggers when an item's name on a board has changed.

  • Triggers when a new item's update is created.

  • Triggers when a new user has joined the given team.

  • Triggers when a new user is created.

2. Select an action

  • Performs a Excel API call to the PDF4me service, allowing you to access any PDF4me endpoint that is not covered by the standard modules. Use this module to send requests, pass parameters, and receive responses directly from the PDF4me API.

  • Parses CSV files and converts them to JSON format with customizable delimiters.

  • Add customizable text headers and footers to Excel worksheets with full formatting control

  • Inserts a watermark into an Excel worksheet.

  • Add image-based headers and footers to Excel worksheets with precise positioning and margin control

  • Inserts new rows into Excel worksheets using JSON data with automatic data type conversion and formatting.

  • Remove watermarks from Excel worksheets by ID or from all worksheets

  • Delete specific rows from Excel worksheets using row ranges

  • Deletes specific worksheets from Excel workbooks.

  • Extracts rows from an Excel worksheet.

  • Extracts specific worksheets from Excel workbooks.

  • Finds and replaces text in Excel worksheets with advanced pattern matching and formatting options.

  • Merges multiple Excel files into a single workbook with support for various output formats.

  • Merges rows across multiple worksheets using key columns for data consolidation.

  • Populate an Excel file using JSON data and template mapping.

  • Remove a Header and Footer from Excel

  • Adds password protection and security restrictions to Excel files.

  • Split an Excel workbook into individual Excel files by worksheet

  • Removes password protection and security restrictions from Excel files.

  • Updates existing rows in Excel worksheets with JSON data.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between PDF4me Excel and monday.com.

Add a Column to a Board
Adds a new column to a specific board.
Action
Add a File to a File Column Value
Adds a file to a file column value.
Action
Add a File to an Update
Adds a file to an existing update.
Action
Add Board Subscribers
Adds subscribers to a board by their IDs and the board ID.
Action
Call the PDF4me Excel API
Performs a Excel API call to the PDF4me service, allowing you to access any PDF4me endpoint that is not covered by the standard modules. Use this module to send requests, pass parameters, and receive responses directly from the PDF4me API.
Action
Create a Board
Creates a new board.
Action
Create a Group
Creates a new group in a specific board.
Action
Create a Notification
Creates a new notification.
Action
Create a Subitem
Creates subitem of an item.
Action
Load more

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.