I am trying to create a Zap that only triggers when a specific value is chosen from a drop down in Monday.com.
i.e. Board ID = Deal, Column IDs = Stage, Trigger = When value ‘Invoiced’ is selected.
I just cannot seem to crack it.
I am trying to create a Zap that only triggers when a specific value is chosen from a drop down in Monday.com.
i.e. Board ID = Deal, Column IDs = Stage, Trigger = When value ‘Invoiced’ is selected.
I just cannot seem to crack it.
Hi
Welcome to the community. On monday.com, select your 'Board' and 'Column' values in the' Custom' section. In this case, Board ID will be 'Deal,' and Column ID will be 'Stage.' Then, you can add a filter step into your Zap between monday.com and Xero, to make sure it only continues if the value in the 'Stage' column is 'Invoiced.' Lastly, set up your Filter to only continue if the 'Text Column Value' (or the equivalent for your 'Stage' column) exactly matches 'Invoiced.'
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.