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Hi my Zap triggers from monday.com item status change to create a xero invoice. But how do I change the invoice due date based on the customer (customer is a field in monday.com)

Hi @amcdean 

What type of field is the customer in the Monday Board?

Can you outline a specific example for us about what you expect for the end results?

Best to provide screenshots to share context.

The customer field is a dropdown in monday. Current end result is all customers and invoices get a xero invoice with due date at +30 days. Need to find a way to allow different +X days depending on who the customer is

 

@amcdean 

You will need to do some sort of lookup to determine the desired value to use for the +N days.

For us to have a better understanding outline a specific example for us and screenshots from Monday with where the values originate that you are trying to use in the Zap.

Hi we have a dropdown column called “Rate”. From that we then have a formula column called “Payment days” that calculates the payment days based on the selected rate. eg in example below the rate including selection “Compass” returns a formula result of 14 days. But this formular field is not mapping to the monday fields in zapier so we cannot select the field for zapier field “payment date” where we are trying to return “+ formula field”

 

​@amcdean 

What app is the screenshot from that shows these columns?

  • Rate
  • Payment Days

 

Some apps don’t support all columns types, meaning the formula column may not be supported.

Hi ​@amcdean,

I just came across your post here and wanted to check in here to see how you’re getting on. Were you able to follow Troy’s latest suggestion here?

Please do let us know if you’re still in need of some help on this at all - happy to assist further! 🤗

@Troy per my original details, these are monday.com columns. The Payment Days column is a calculated column based on the return from the Rate column

Hi there ​@amcdean,

Unfortunately, Formulas are not supported by the monday.com integration at the moment. However, we do have an existing feature request to support formula values in trigger and action steps. I have added you to the feature request. That does a few things:

  • Bring this to the attention of the integration developers
  • Help track interest in this feature being implemented
  • Allows us to notify you via email if this feature becomes available in the future

While I don't have an ETA on when this feature might be implemented, we will notify you via email if it is!

In the meantime, you can stay in the loop/follow along with updates on the main thread here: 

For anyone that comes across this and wants to be added please reach out on the main topic for this issue here and we’ll get you added to the bug report.

Hopefully, this helps.

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