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Best answer

How to assign a salesperson in monday.com based on Calendly event user using Zapier?

I’m trying to automate between Calendly and monday.com. I want to assign a salesperson in monday.com based on the user that the Calendly event was scheduled for. I can’t set up the webhook subscription scope to user but it doesn’t seem to do anything like ask me which user the automation applies to or anything. Seems pretty straightforward. Any help?

Best answer by Troy Tessalone

Hi @claybustin 

Try using the Scope Organization, then using a Filter step or Paths as Zap step 2.

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

7 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • Answer
  • October 8, 2024

Hi @claybustin 

Try using the Scope Organization, then using a Filter step or Paths as Zap step 2.

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

    Nailed it with the filter! Thanks @Troy Tessalone !

      ken.a
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      • ken.aZapier Staff
      • Zapier Staff
      • October 9, 2024

      That’s amazing @claybustin! A huge thanks to Troy for pointing you in the right direction!

      If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 🤗

      Hi, I actually spoke too soon. It looked like it was going to work. I mean, it makes perfect sense. But actually it didn’t.

      ken.a
      Forum|alt.badge.img+6
      • ken.aZapier Staff
      • Zapier Staff
      • October 10, 2024

      Hi @claybustin,

      Thanks for the update here.

      Before we dig deeper into this, would you mind sharing a detailed screenshot of how your Zap is configured? Also, please share a screenshot of the “Configure” section of the action step that shows all of its fields.

      Please don't include personal information in the screenshot, or be sure blur out any personal information.

      Thanks!

      Thanks!

      ken.a
      Forum|alt.badge.img+6
      • ken.aZapier Staff
      • Zapier Staff
      • October 11, 2024

      Thanks for the screenshots @claybustin!

      It seems like the Zap setup is good. Could you please explain what’s not working with the current Zap setup?

      I'll be keeping an eye out for your response!

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