Hi all,
I am setting up a zap that takes items from our CRM (Lofty) and creates the new object in Monday.com. When I pull the agent name from Lofty I am trying to assign it to that same agent in Monday. The issue is the agents in Monday are assignable via a dropdown. Is it possible to use the agents name text string to match to the agents name in the dropdown?
Thanks
+14
Hi
For us to have more context, post screenshots about the Agent field in Monday so we can see the field type, field options, etc.
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Hi Troy,
The agent field is a list of assignable agents. See below.
I need the text string “agent name” that I pulled from Lofty to match the agents names and pick them here.
I can pick the “agent name” in custom field but it’s doesn’t work when sending it over to Monday.com
Thanks for your help
+14
The field description indicates the User ID is needed.
Add this Zap action: Monday - Get User Details
Can search by email address for the user.
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