Available on all Wistia plans, and paid legacy plans, when you connect your monday.com account to Wistia, you can connect specific boards to Wistia, as well as set up automations for that board in monday.com.
How it works
Connect your Wistia account to a specific board from the Integrations Center in monday.com. Wistia is listed under “Apps.”
Note
If you’d like to use the integration with multiple boards, you’ll need to connect your Wistia account to each one.
There are three custom triggers available:
Media created trigger
Lead converted trigger
Percentage watched trigger
Within a board, you can add these custom triggers to build out automations.
After selecting “Add to board,” you’ll be prompted to authorize Wistia.
Note
If you are a user on multiple accounts, you can choose which account you’d like to connect to monday.com. The first time a Wistia account is connected to monday.com, that account becomes the only one that can connect across other boards as well. If you need to connect a different account, the initial one will need to be removed and the new one authorized.
From here, you can set up specific rules, including which group you’d like items to be created in, dates, assignments, and to base the automation off of any metadata pulled into Wistia (link to below section).
Once added to boards, when these events occur in Wistia, they will trigger the creation of items in monday.com.
Tip
An item is an individual row (or line item). The content of an item is totally up to you and will depend on what the board’s plan is — they can represent anything from a list of projects, to weekly tasks, clients, locations or anything else depending on your workflow!
You can manage your Wistia integration on a per board basis by navigating back to the Integration Center. You can toggle the integration on or off, customize it, or delete it.
Information imported from Wistia
Each custom trigger includes various types of metadata:
When a media is created in Wistia create an item
Media ID, Media Title, Media URL, Media Duration, Uploader
When a viewer fills out a Turnstile on a Wistia media create an item
Media ID, Media Title, Media URL, Media Duration, Uploader, Lead Name, Lead Email
When a viewer watches a certain percentage of a media, create an item
Media ID, Media Title, Media URL, Media Duration, Uploader, Lead Name, Lead Email, Percent Watched