monday.com implementation: requests and approvals in one place, connected to your ERP

Cadmon Systems, a monday.com Partner, sets up monday.com as one place for requests, approvals and KPI boards, and connects it to Priority and your other systems through Make.com. An approval on the board updates the ERP without anyone typing it again.

Partner

Cadmon Systems is a monday.com Partner

2

Priority companies, in Israel and the USA, on one approval board

7

Make.com scenarios behind the approval board

4

Order change types, with routing rules between the two companies

Requests in email, approvals on WhatsApp, and the ERP never hears

When requests and approvals run over email and WhatsApp, nobody sees one picture of what is open, and someone has to remember to update the ERP after every approval. monday.com gives every request one home, and Make.com carries the decision into your systems.

לפני תהליך עם Cadmon Systems

Before

✕ Requests and approvals scattered across emails and WhatsApp groups

✕ After an approval, someone updates the ERP by hand

✕ Management has no single view of what is open and what is stuck

אחרי תהליך עם Cadmon Systems

After

✓ Every request opens in a form and moves to one approval board

✓ An approval on the board updates Priority through Make.com

✓ KPI boards show management what is open and what is stuck

What we build in monday.com

From board architecture to connections with your ERP and AI agents.

אוטומציה ואינטגרציות עם Make.com

Requests and approvals over Priority

monday.com is where people request and approve, and Priority updates after the approval.

שילוב AI בתהליכים העסקיים

KPI boards for management

Management dashboards in monday.com, so leaders see what is happening without asking for a report.

תהליך עבודה שקוף: מאפיון ברור, דרך POC ועד ייצור ותיעוד

Board architecture

Boards, Connect Boards relations and forms, built around your process.

ניסיון באוטומציה עבור עסקים בישראל ובחו"ל

AI and WhatsApp from monday.com

AI agents and WhatsApp flows triggered from monday.com that update it in return.

יישום והטמעת monday.com

Project tracking boards

Tracking boards for implementation projects, with a clear status for every phase.

יישום והטמעת monday.com

Connections to your other systems

Make.com connects monday.com to the ERP, to email and to the rest of your tools.

How a project works

We work in phases, and you see a result at every step before we move on.

01

Specification

A written document covering the requests, the approval steps, the fields and the rules, so everyone agrees on what gets built.

02

First working version

One complete process runs on a real board. A person approves the data before it is written to the ERP.

03

Joint review

We sit down with the person who owns the process and decide what works, what changes and what comes next.

04

Rollout and documentation

We add processes, teams or companies, and you get clear documentation of everything we built.

One request in monday.com, two Priority companies in sync

The challenge: An Israeli manufacturer runs two Priority companies, LTD in Israel and INC in the USA. Every order change had to be updated in both environments, and approvals were scattered across email.

The solution: A change request opens in a monday.com form and moves to an approval board. After approval, seven Make.com scenarios write the change to Priority across four change types.

Every request and approval is recorded on one monday.com board, and the order lines in both companies update together.

monday.com Make.com Microsoft email Priority ERP Priority OData API

Case studies and related services

More projects where monday.com runs the work.

תהליך עבודה שקוף: מאפיון ברור, דרך POC ועד ייצור ותיעוד

Real estate projects on monday.com

Boards, workflows and KPI boards for every project and every team.

ניסיון באוטומציה עבור עסקים בישראל ובחו"ל

WhatsApp AI agent

An AI agent answers repeat questions and passes only what matters to a person.

אוטומציה ואינטגרציות עם Make.com

All monday.com stories

Every project where monday.com is connected to other systems.

שילוב AI בתהליכים העסקיים

Priority ERP integration

An approval in monday.com is written to Priority, including custom forms and subforms.

יישום והטמעת monday.com

AI agents

An AI agent triggered from monday.com that reads inquiries and documents.

יישום והטמעת monday.com

All services

Five connected services: Make.com, business process automation, AI agents, Priority ERP and monday.com.

monday.com FAQ

Does Cadmon Systems work with monday.com?

Yes. Cadmon Systems is a monday.com Partner and uses monday.com as the request, approval and KPI layer on top of ERP systems. For an Israeli manufacturer, order change requests flow from a monday.com form to two Priority companies in Israel and the USA.

Can monday.com connect to Priority ERP?

Yes. Make.com connects monday.com to Priority through Priority's OData API, so an approval on a board updates the record in Priority. For an Israeli manufacturer, seven Make.com scenarios carry out four types of order change.

Can you build KPI dashboards for management in monday.com?

Yes. Cadmon Systems builds KPI boards and management dashboards in monday.com, based on board architecture, Connect Boards relations and forms. The data can come from the ERP and other systems through Make.com.

Can monday.com trigger an AI agent?

Yes. monday.com can trigger AI agents and WhatsApp flows, and Make.com carries out the actions in your systems. Cadmon Systems built a WhatsApp AI agent on top of monday.com for a parking technology company.

How long does a monday.com implementation take?

A typical integration project runs 4 to 8 weeks, and multi-phase AI programs take longer. Every project starts with a written specification that defines what gets built.

Want your requests and approvals in one place?

On a discovery call we map how requests and approvals move today, and decide together what to bring into monday.com first.