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Hi, 

I was able to setup a system previously where if someone scheduled an appointment, the lead would be automatically to one of my Monday.com boards. I was able to setup this system by using the JSON formatting previously used. With this new update though, this no longer works and I’m having trouble figuring out how to add the information to the relevant columns. 

Can someone please advise? 

Hi @laneyeavly 

Try using these Monday actions…

To Create an Item:

To Update an Item:

 

Hi @laneyeavly ,

Monday has all the actions to create/update item in a board.

  1. To Create Item, use below action
  2. To update, you will have to use below actions. First look up the column in Monday, this step will give you the id in output.

        Use the id in further steps to update.

 

 

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