Best answer

How to track calls from Placetel to Contacts in Monday

  • 19 August 2022
  • 2 replies
  • 35 views

I have a Monday Board consisting of:

Element = [FirstName LastName] | Column1= Telefone | Column 2 =Mobile

I want set an update in the Monday for the item in which any of both numbers fit when a call in Placetel is accepted or outgoing.

How can I connect these two APPs?

What about telephone numbers with or without country codes?

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Best answer by Troy Tessalone 19 August 2022, 16:19

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2 replies

Userlevel 7
Badge +14

Hi @Christine70 

Good question.

You may need to use Paths in your Zaps to search for each Phone Number on the Monday Board: https://zapier.com/help/create/customize/add-branching-logic-to-zaps-with-paths

 

You can search Monday Items using this action:

 

To create the Monday Update for the Item use this action with the Item ID mapped from the previous step.

 

Userlevel 7
Badge +9

Hey there, @Christine70! I wanted to check and see if you were able to get this sorted using Troy’s suggestions?

Keep us posted - we’d love to know! 🤗