CRUD Integration

Purpose

The CRUD Integration node connects ThreoAI workflows to external platforms such as Monday.com, ClickUp, Airtable, and Slack.
It enables automated Create, Read, Update, and Delete (CRUD) operations across business tools, ensuring seamless cross-platform workflows.

---

📥 Inputs

• Workflow data that will be inserted, updated, or used in external platforms.
• Dynamic fields depend on the chosen integration type.

---

📤 Outputs

• The node returns confirmation, status, or IDs from the external system.

Output Format (example):

 {
   "integration_response": {
     "status": "success",
     "id": "task_123"
   }
 }

---

⚙️ Parameters

Name	Type	Required	Default	Description
Integration Type (integrationTypeId)	Dropdown	✅	Monday.com	Choose the target platform: Monday.com, ClickUp, Airtable, Slack.
Output Mode (outTransformId)	Dropdown	✅	Original + appended result	Choose between appending integration results or returning only the result.
Result Property Name (outColumnName)	Text	✅	integration_response	Column/property name holding the integration results.

---

🔧 Platform-Specific Configuration

🗂️ Monday.com

• Authentication: API token or OAuth 2.0.
• Configuration Fields:
  • Board ID – target board where items will be created/updated.
  • Group ID – specific group inside the board.
  • Item Name – title or primary field of the item.
  • Column Values – JSON or mapped fields to update board columns.

Common Use Cases:

• Create new leads on CRM boards.
• Update project statuses automatically.
• Sync external system data with Monday.com boards.

---

✅ ClickUp

• Authentication: API token.
• Configuration Fields:
  • Workspace ID – workspace to connect to.
  • List ID – target list where tasks will be created.
  • Task Name – name/title of the task.
  • Task Content – description or notes.
  • Assignees – user IDs for assignment.
  • Due Date – optional scheduling field.

Common Use Cases:

• Create tasks from support tickets or form submissions.
• Update task statuses from external triggers.
• Sync project progress with ClickUp lists.

---

📊 Airtable

• Authentication: Personal access token.
• Configuration Fields:
  • Base ID – Airtable base to connect to.
  • Table Name – specific table inside the base.
  • Record ID – used for updates/deletes.
  • Fields Mapping – define which workflow fields map to Airtable columns.

Common Use Cases:

• Add new customer records automatically.
• Update inventory counts when orders are processed.
• Maintain synced data tables across multiple systems.

---

💬 Slack

• Authentication: Slack OAuth 2.0 app with proper scopes (chat:write).
• Configuration Fields:
  • Channel ID – target channel to post messages.
  • Message Text – message body (supports markdown).
  • Thread Timestamp – reply to an existing thread (optional).
  • User Mentions – dynamically notify users.

Common Use Cases:

• Notify teams when new leads or tasks are created.
• Send automated alerts for critical system events.
• Post reminders or scheduled updates.

---

💡 Example Usage

• Customer Support: Create ClickUp tasks automatically when support tickets are submitted.
• Sales Leads: Add new leads to Monday.com and notify the sales team in Slack.
• Inventory Sync: Update Airtable stock levels when e-commerce orders are processed.

---

📘 Best Practices

• Use descriptive result column names (e.g., clickup_task_id, slack_message_status).
• Choose Original + appended result when you want to keep input data alongside integration results.
• Use Result only mode for streamlined outputs (IDs, status confirmations).
• Test each integration with sample data before deploying to production.
• Ensure connected accounts have the right permissions for CRUD operations.

---