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Is it possible to monitor two separate boards on Monday.com and trigger an action based on criteria from both?

For example:

  • On Board #1, if a column contains the word "Tier", and
  • On Board #2, if a specific column matches a value from Board #1, and
  • When the status on Board #2 is marked as "Completed",

Then, a Zendesk ticket should be automatically created.

Can this be achieved in Zapier?

Hi ​@Scott IKE 

Are the Monday Board linked via a Connect column type?

Info: https://support.monday.com/hc/en-us/articles/360000635139-The-Connect-Boards-Column

 

Try these Zap steps:

  1. Trigger: Monday - Specific Column Value Changed in Board
  2. Action: Monday - Get Item by Column Value
    1. Search for the desired value form Step 1
  3. Action: Filter
    1. Conditions to check if Step 2 found a match or not
    2. Help: https://zapier.com/apps/filter/help
  4. Action: Zendesk - Create Ticket

Hi ​@Scott IKE,
 
We just wanted to see how everything is going with your Zap. Did Troy's recommendation get the job done? Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
 
We're looking forward to your response.

​@Troy Tessalone ​@JammerS Thanks for the insight here. I’m still having a little trouble completing this. The two Monday.com boards are not linked by connect columns. Is this still possible if they are not?

 

This might clarify what I’m trying to accomplish:

  1. When the status on Board #1 is marked as "Completed",
  2. It will check a separate “Column A” in Board #1 AND check “Column B” in Board #2.
  3. If the two values in “Column A” and “Column B” on the two separate boards match, AND a separate column, “Column C” on Board #2 contains the word “Tier”.
  4. Then it would create a Zendesk ticket. 

Does that make sense?

​@Scott IKE 

For us to have more info, post screenshots showing how your Zap steps are outlined and configured in EDIT mode with your field mappings visible.

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