We have a key field with an ID (First column). How do I can I look to see if there is a row in Monday.com with the same ID and update the row OR if there is no row add a new one? Detailed zap steps would be appreciated.
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Hi
Unfortunately, monday has no native integration with Zapier that allows checking whether an item exists. Although here’s a process you use to get it working using Monday’s API: https://community.monday.com/t/zapier-find-item-by/12627/13
It’s better to use other platforms such as Clickup or Airtable so that you don’t run into various issues that you do with Monday.
Just wanted to follow up here to add that the monday.com integration now has a few different search actions, like Get Item by Column Value for example, which could be used to search for a specific column value (ID).
Next you’d add a Filter or Paths step to check whether the _zap_search_was_found_status field on the search action step had a value of “true” - meaning that a match for that ID was found. You’d then follow up the Filter/Path step with either a Create Item action to add a new item (row) or a Change Multiple Columns Value action to update the existing item that was found.
If you’re using a Filter step for the workflow you’d need to set up two Zaps. One to handle cases where a match wasn’t found and to create a new item in monday.com, and another Zap to update an existing item. You can find out more about working with Filters and Paths in this way here:
One thing to note, is that when working with the monday.com integration the column and values need to be set in JSON format. Monday.com have written up examples of how to do that here: Zapier JSON Formatting Examples
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