I'm having some difficulty creating a workflow for this and was hoping someone could share the steps.
I have a dataset imported into a Zapier table. It contains columns such as Case Number, Name, Phone 1, Phone 2, and Phone 3, with row data filled in.
I also use Monday.com CRM, where I have a group of items that includes a Case Number column, among others.
What I want to achieve is the following:
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Match the Case Number from each row in the Zapier table with the Case Number in Monday.com.
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When a match is found, Zapier should copy the matching data (e.g., Name, Phone 1, Phone 2, Phone 3) and create a new subitem under the corresponding item in Monday.com.
Any guidance or steps on how to set up this workflow in Zapier would be appreciated!
