Connect Dwolla to monday.com
Send Dwolla customers, funding sources, events and 2 more data types to monday.com on a schedule. Filter by date. Refresh as often as every 15 minutes.
Dwolla board
How to connect Dwolla and monday.com
4 steps. You can preview the Dwolla data in Coupler.io before anything reaches monday.com.
Step 1 of 4
Connect Dwolla
Enter your Dwolla client ID and client secret. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the Dwolla data you want in monday.com.
Step 3 of 4
Connect monday.com
Install the Coupler.io app in monday.com, connect your account, then pick the workspace and board for the Dwolla data.
Step 4 of 4
Choose a write mode and schedule
Every run either replaces or appends the data in monday.com. Run it as often as every 15 minutes.
Each run wipes previously imported data from the board and loads fresh Dwolla data.
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Build your Dwolla integrations with these destinations
Get the most of Dwolla to monday.com integration
Gather data
Understand data
Automate data
Act on data
5 data types, including Customers, Funding sources, Events, Exchange partners and Business classifications.
With your Dwolla client ID and client secret, entered once when you add the connection.
Yes. Set the start date to cover the period you need.
On the board you choose. Pick an existing board or enter a name to create one, and Coupler.io writes each Dwolla record as an item on it.
Not with Replace, which swaps out the previously imported items. Append adds new items on each run, so pair it with a date filter.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example QuickBooks or Xero, and join or append them before the data reaches monday.com.
