About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Products
Learn more about Zapier's new products.

Zapier Tables Zapier Interfaces

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Question

Monday.com want to update column value for customer last order date

  • 26 September 2023
  • 7 replies
  • 44 views
J

When an invoice is made for an account I want to update a column in modnay.com to match the order date. So, In the accounts tab I have a column titled Last Order Date that i want to update whenever an invoice is made within xero. 

 

Thinking the 

.

Trigger. when new sales invoice in Xero

 

Then

Change Multiple Columns Value in monday.com

 

But dont know how to format the sections correctly after that?

 

Specifically, 

If is select the board Id as accounts, then what do i select for Item id so that it matches the invoice to the correct account?

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

7 replies

J

 

 

Troy Tessalone
Userlevel 7
Badge +14

Hi @jsestby 

Good question.

To help us have proper context, please post detailed screenshots with how your Zap steps are configured.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
J

Here is what i have so far. 

3 Attachments
ken.a
Userlevel 7
Badge +6

Hi there @jsestby,

I’m jumping in to see if I can help!

It looks like the “Item ID” field from the “Change Multiple Columns Value” step needs the item ID from monday.com:

e08530a1950f6aa9a83d9c2cded5f62c.png
(view larger)

You might need to add a “Get Item by Column Value” as a 2nd step to fetch the Item ID and use that to the “Item ID” field and map it as a custom value in the “Change Multiple Columns Value” step.

Hopefully, this helps.

J

The change multiple column value isnt pulling up the item id section. Any idea?

1 Attachment
J

Also, how would i match the invoice account holder in the xero invoice to a specific idem id?

ken.a
Userlevel 7
Badge +6

Hi @jsestby,

Thanks for the update.

Could you please try selecting “Status” data in the “Columns to receive” drop down field and test the “Get Item by Column Value” action and see if it’ll return the Item ID data in the payload.

Additionally, you might need to utilize lookup tables to match the invoice account holder to a specific item ID. You can learn more about lookup tables here: https://help.zapier.com/hc/en-us/articles/8496305146765-Create-lookup-tables-in-Zaps#1-add-a-formatter-step-0-0

Hopefully, this helps.

Terms & Conditions