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Monday status to trigger Mailchimp email

  • 8 April 2022
  • 5 replies
  • 200 views

Hello! I am looking to create a workflow for a Monday board with a status column with 10 or so options. Each status will be aligned with an email template in Mailchimp. So:

  1. a Monday form is filled out
  2. which creates an item on the Monday board
  3. Status X is automatically assigned to the item (from Monday automation)
  4. when Status X is assigned it triggers Mailchimp Email X to send
  5. the email statistics (sent, opened, etc.) are logged for that item in Monday (on the same board, preferable in a new column) to confirm the email has sent and if it was opened.
  6. if Monday item status changes from X to Y (manually) it triggers Mailchimp Email Y to send
  7. repeat step 5 (email stats)
  8. if Monday Status changes from Y to Z (manually) it triggers Mailchimp Email Z to send
  9. repeat step 5 (email stats)
  10. and so on 

I’ve tried a few different Zaps,  -- specifically, if item is created in Monday, add name to “list” or “tag” in Mailchimp, then send it on a “journey,” but have not figured out how to make the connection when the status changes to a specific selection from the dropdown trigger a specific email to send.

 

Any help is much appreciated!

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Best answer by jesse 7 June 2022, 00:21

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5 replies

Userlevel 7
Badge +14

Hi @Katie Dodd 

Good question.

Try adding a Filter step to your Zaps: https://zapier.com/apps/filter/help

Thanks Troy!

I’ve attempted adding an “only continue if status exactly matches status” or “contains” filter step, but the only option is the first status in my dropdown. I cannot select specifics.

Userlevel 7
Badge +14

@Katie Dodd

Left side argument should be the Status from Step 1.

Middle operator should be contains / exactly matches

Right side should be a static value for the name of the Status.

 

Please post screenshots with how your Filter step is configured for us to have more context, thanks.

I am also searching for this problem. Now my problem is sloved. Thanks for the best solution. I am going to bookmark this here https://community.zapier.com/general-questions-3/monday-status-to-trigger-mailchimp-email-15074?postid=62808#post62808-gosloto.

Userlevel 7
Badge +9

Hey folks! Just wanted to summarize the solution, including the Filter configuration:

Try adding a Filter step to your Zaps: https://zapier.com/apps/filter/help

Middle operator should be contains / exactly matches

Right side should be a static value for the name of the Status.