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The workflow automation I am trying to achieve in Monday.com leveraging Zapier: 

When Renewal Status in the Renewal Tracker Board changes to Renewing, and only if Unit Status in Apartments Master Log board isn't Reserved, then change Unit Status in Apartments Master Log Board to Renewing. 

Help with this would be much appreciated, please let me know if you need further information!

Thanks,

Hi ​@JDAY,

 

Welcome to the Community.

To automate a workflow between two Monday.com boards using Zapier, set the trigger to "New update" in the 'Renewal Tracker Board.' Add a Filter step that allows the Zap to continue only if the 'Renewal Status' is 'Renewing.' Next, use a Search step to locate the corresponding item in the 'Apartments Master Log' board based on a shared identifier. Then, include another Filter step to ensure the 'Unit Status' isn't 'Reserved.' Finally, add an action to update the 'Unit Status' column of the matched item in the 'Apartments Master Log' to 'Renewing.' This setup assumes a common field links the two boards; otherwise, additional steps may be needed to identify the correct item.

I hope this helps. If you have any further questions or need more assistance, feel free to ask.

Thanks for the welcome!

I appreciate you outlining the steps to create a workflow between my two Monday.com Boards. As soon as I have a moment, I’ll give it a try and share the results with you.

Enjoy your day!

Thanks,

JDAY 

Hi ​@JDAY,

 

You're very welcome! I'm glad you found the outlined steps for creating a workflow between your two Monday.com boards helpful.


Take your time to try it out, and feel free to reach out if you encounter any issues or have any questions during the process. We're here to assist you.

 

We're looking forward to hearing about your results. Enjoy your day as well.

Hi ​@JammerS,

I hope you’re doing well!

I was doing well until I needed to set up a search function. Am I using the wrong function? I can't seem to get it to work. I have attached a photo of my progress so far.

Sorry, this is definitely the most complicated thing I’ve done in the system so far!

Thanks,

Hi ​@JDAY, hope you don’t mind me jumping in here! 🙂

It looks like that Get Items by Column Value action may have hit an error, which may be complicating things here. I can’t quite tell from the screenshot what the issue is though. Would you mind sharing a screenshot that shows the fields and settings you’ve selected for that Get Items by Column Value action, along with any error messages you’re seeing? That’ll help us take a closer look and spot anything that might be causing trouble.

Oh and be sure to blur or remove all personal information (names, emails, addresses etc.) from screenshots before sharing—you can use a tool like Zappy for that.

Thanks in advance! 🙏

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