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  • How do I mirror existing Autotask tickets to a particular Monday.com board for a specific customer?
Question

How do I mirror existing Autotask tickets to a particular Monday.com board for a specific customer?

  • 6 December 2023
  • 5 replies
  • 21 views
R
Userlevel 1

Is there any way to mirror [existing] tickets that reside in Auttotask [for a specific customer]

Into…

[A specific] Monday.com board

 

Thanks

 

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

5 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @rockymtnway 

Good question.

Check out the available Zap triggers/actions for each app:

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
R
Userlevel 1

Thanks, I’ll check out that list of Zaps.

I was asking the AI various ways and everything it pulled up was for [New] tickets.  As is the case with many zaps across many apps - all focused on New item triggers.   But if I want two way syncing, I’d like to do an initial sync first.

Thanks Troy

Troy Tessalone
Userlevel 7
Badge +14

@rockymtnway 

https://zapier.com/help/create/basics/does-zapier-support-two-way-syncing

Does Zapier support two-way syncing?

Updated 4 months ago
 

No. Zapier does not support two-way syncing between apps right now. Think of Zaps like one-way workflows.

In certain scenarios, you can fake two-way syncing by setting up two different Zaps that perform opposite actions. For instance, you could have one Zap that creates a new spreadsheet row for every new contact created and another that creates a new contact for every new spreadsheet row.

miscEye icon Note

Be careful not to create a Zap Loop. Learn how to avoid Zap loops.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
R
Userlevel 1

Thanks.   I didn’t think it did, so when I said that I meant more two zaps for sending data each way.  However the first challenge is how to get all the existing tickets in Autotask to be created in Monday.com

 

Thank you

ken.a
Userlevel 7
Badge +6

Hi there @rockymtnway,

I’m jumping in to see if I can help!

At the moment, Zaps are only built to look at new and incoming information, and won't process existing data. You can read a bit more about this here: https://help.zapier.com/hc/en-us/articles/8495906143373

This means that data created before the Zap is turned on won't be pulled in automatically. 

That said, if you're able to export that data as a spreadsheet or CSV file, you may be able to “import” them using a separate Zap. This guide has some great visual references for getting that workaround set up: https://help.zapier.com/hc/en-us/articles/8496274335885

Hopefully, this helps.

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