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Question

How can I update a column in monday.com based on another boards column

  • June 4, 2024
  • 6 replies
  • 100 views
E

How do i write a zap that does the following in monday.com. When a value of a column changes in one board, Find that same item in another board and update a column?

 

For example. In my sales pipeline when we change the hourly rate, we want it to update the hourly rate in our accounts board. 

 

NOTE* We do not want to use the ‘mirror’ columns available in Monday.com. 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

6 replies

ken.a
Forum|alt.badge.img+6
  • ken.aZapier Staff
  • Zapier Staff
  • 6780 replies
  • June 5, 2024

Hi @Eric.Darling,

Welcome to the Community! 🎉

Here is how I see the Zap for the workflow that you have in mind:

  1. Trigger: monday.com - Specific Column Value Changed in Board - Main Board
  2. Action: monday.com - Get Item by Column Value - Map the board ID of the other board
  3. Action: monday.com - Change Multiple Columns Value - Map the board ID of the other board

Would this help you out? Please let me know if you need more information or details regarding the suggested workflow.

E
  • Eric.DarlingBeginner
  • Author
  • Beginner
  • 8 replies
  • June 5, 2024

Hey Ken, thank you so much. Would you mind reviewing my 1.5min Loom video? I tried what you said and its still not working….

 

Troubleshooting Opportunities Board 🛠️ - Watch Video

111c5817cf794c828ac0230bc34ab0ce-with-play.gif

E
  • Eric.DarlingBeginner
  • Author
  • Beginner
  • 8 replies
  • June 6, 2024

@ken.a please see response above

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • 34032 replies
  • June 6, 2024

Hi @Eric.Darling 

The Item ID field expects the Monday Item ID which is a number value as indicated by the 123 icon.

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Authorized Zapier Solution Partner | #1 Zapier Community Contributor
E
  • Eric.DarlingBeginner
  • Author
  • Beginner
  • 8 replies
  • June 6, 2024

Hey @Troy Tessalone so would that final step (step 3) be pulling from the 1st board? (opportunities board)? I’m not sure I understand your answer. 

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • 34032 replies
  • June 6, 2024

@Eric.Darling 

Question becomes...in Step 3, are you trying to update the Monday Item from Step 1 or from Step 2.

Map the desired Monday Item ID (number) from the correct step to Step 3.

⚡ Troy Tessalone - AutomationAce.com | Platinum Authorized Zapier Solution Partner | #1 Zapier Community Contributor
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