ml-connector
PlexMonday.com

Plex and Monday.com integration

Plex runs manufacturing operations and financials across your plants. Monday.com organizes your finance and supply-chain workflow. Connecting the two keeps your team working in the same place, pulling live data from Plex without re-entry. Purchase orders, invoices, inventory levels, and parts flow into Monday.com boards on a schedule you set, so your finance team has current visibility into procurement and production without leaving their board.

How Plex works

Plex exposes suppliers, purchase orders, invoices, customers, sales orders, parts, inventory levels, containers, general ledger accounts, and payments through REST JSON at cloud.plex.com/api and legacy SOAP XML Web Services at api.plex.com/api/datasources. The cloud platform authenticates with OAuth2 client credentials against a Bearer token endpoint, and the legacy SOAP tier uses Basic auth with a company code (PCN) to route to the correct data partition. Plex offers no native webhooks, so integrations must poll the REST API on a configurable interval or pull scheduled SFTP DataSources extracts for bulk historical loads. Rate limits are not publicly documented; integrations should implement exponential backoff on HTTP 429 responses.

How Monday.com works

Monday.com is a work operating system built on boards containing items (rows) with typed columns. Finance workflows are customer-defined boards where columns carry semantic meaning for purchase orders, invoices, payment status, or any domain-specific tracking. All operations go through a GraphQL endpoint at api.monday.com/v2 via POST with JSON bodies containing query and mutation strings. Monday.com authenticates with either a long-lived Personal API Token sent as raw text in the Authorization header or OAuth2 authorization code flow returning a Bearer access token. Monday.com supports incoming webhooks for item and column changes with challenge-based verification; standard webhooks cannot be cryptographically verified without an OAuth app, but the GraphQL mutations themselves are rate-limited by board and complexity.

What moves between them

The primary data flow is Plex into Monday.com. ml-connector polls Plex REST API on your schedule (typically every 5 to 15 minutes) for new and modified purchase orders, invoices, and inventory records. Each record is transformed into a Monday.com item on the designated finance board, with columns mapping Plex fields: Plex supplier names to a Supplier column, order quantities to an Order Qty column, invoice amounts to an Amount column, and inventory levels to a Stock column. Reference data such as parts and GL accounts are synced upward from Plex into lookup columns on the board so dropdown selectors stay current. Plex is read-only to the integration, so ml-connector never writes back into Plex.

How ml-connector handles it

ml-connector stores both credential sets encrypted and manages the OAuth2 token lifecycle on the Plex side, refreshing the Bearer token before expiry to prevent mid-flow failures. For legacy SOAP DataSources, ml-connector falls back to Basic auth with the stored PCN company code when REST gaps are detected. On the Monday.com side, it translates Plex JSON into GraphQL mutation strings, encodes column values as JSON-serialized strings per Monday.com's column-value argument spec, and respects the board mutation rate limit (40 per minute) by batching and pacing requests. Every Plex API call includes query parameters filtering by modified_date or created_date to detect only new and changed records on subsequent polls, reducing both Plex API load and Monday.com mutation traffic. ml-connector verifies incoming Monday.com webhook signatures using the challenge response mechanism and logs every sync event (success, retry, skip, error) to a full audit trail so any record can be traced back to its source.

A real-world example

A mid-sized food and beverage manufacturer runs Plex ERP for production scheduling, inventory tracking, and supplier management across three facilities. The procurement team uses Monday.com to coordinate purchase requests, track incoming shipments, and manage invoice approvals. Before the integration, the team manually copied purchase orders from Plex into Monday.com, re-entered invoice amounts and due dates, and used spreadsheets to reconcile inventory levels weekly. After connecting Plex and Monday.com through ml-connector, new purchase orders appear on the Monday.com board within minutes of creation in Plex, invoice details are synced automatically, and inventory levels update on schedule so the team always sees current stock without manual reconciliation. Invoice approvals flow directly from the board, and finance can audit the entire flow from Plex creation through payment.

What you can do

  • Poll Plex for purchase orders, invoices, inventory, parts, and suppliers on a configurable schedule and write each as a Monday.com item with mapped columns.
  • Authenticate Plex with OAuth2 Bearer token and fall back to SOAP Basic auth with company code (PCN) where REST API coverage is incomplete.
  • Transform Plex supplier and GL account records into Monday.com lookup columns so team members can reference current master data without leaving their board.
  • Verify incoming Monday.com webhooks with challenge-based signatures and sync board changes back into Plex reference tables or audit logs.
  • Track every record from Plex creation through Monday.com item creation with a complete audit trail, supporting replay if a downstream mutation fails.

Questions

How does ml-connector handle Plex's lack of native webhooks?
Plex offers no webhook system, so ml-connector polls the Plex REST API on a schedule you control, typically every 5 to 15 minutes. Each poll filters by modified_date or created_date to catch only new and changed records. For bulk historical loads, ml-connector can also consume Plex's scheduled SFTP DataSources extracts. This pull model is efficient because it reduces duplicate processing and lets you balance API load against how fresh your Monday.com board needs to be.
What happens if Plex REST API coverage is incomplete for the records I need?
Plex publishes REST endpoints for most manufacturing and finance entities, but some customers may have custom SOAP DataSources not exposed via REST. ml-connector detects REST gaps and falls back to legacy SOAP XML Web Services using Basic auth with your stored Plex company code (PCN). The fallback is automatic and logged, so your integration continues even if Plex deprecates or limits REST availability for a particular entity.
How are Plex records transformed into Monday.com items, and what about rate limits?
ml-connector converts each Plex record into a GraphQL mutation, mapping Plex fields to Monday.com columns (for example, Plex supplier names to a Supplier column). Column values are JSON-encoded strings per Monday.com's spec, and ml-connector respects the 40-board-mutation-per-minute limit by batching and pacing requests. All transformations and rate-limit events are logged in the full audit trail, so you can verify data integrity and replay any item that failed due to rate limiting.

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