I’m trying to set up a Zap where stage 1. is Prospect Interested in Woodpecker.co
It should then create an item in my Customer board - with the user’s details. I can achieve this.
However, I then want it to also create an item in my Onboarding board. In that board, the customer name should be synced to the same customer in the Customer board.
How do I do this?
Thank you in advance
Question
How to sync customer details between boards in Zapier when using Woodpecker.co for prospecting and onboarding?
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+14- Zapier Orchestrator & Solution Partner
Hi
Good question.
Monday.com Help article: https://support.monday.com/hc/en-us/articles/360014205860-Zapier-JSON-Formatting-Examples
How to apply JSON formatting to column values
When setting a column value within the "Create a New Item in monday.com" or the "Change Multiple Column Values" actions, some columns will require you to use JSON formatting to store your data.
You can find a list of the columns and the format of data they expect to receive below:
- Connect Boards with a single item: {"item_ids":[1360856860]}
- Connect Boards with multiple items: {"item_ids":[1360856860,1360856957]}
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