Ninja Form submissions to Monday.com with Zapier add-on in WordPress?

Hi @DrewS75 

Try these Zap steps:

Thank you @Troy Tessalone.

Just to be clear, I will be able to do this once I purchase the $49 Zapier add-on?

@DrewS75 

Please reference this help article for using Ninja Forms with Zaps: https://zapier.com/help/doc/how-get-started-ninja-forms-zapier

Thank you @Troy Tessalone. Set up and tested for syncing my form and everything worked. Do I need to do anything about the “Off” switch in the top right corner? When I hover over it, I get a “Disabled” label.

Hi @DrewS75 

In order to turn a Zap ON, the Zap needs to be configured with at least 2 Zaps that have both been tested successfully.

Please reference this help article: https://zapier.com/help/troubleshoot/behavior/cant-turn-on-zap

It looks like that did the trick @Troy Tessalone. Thank you. We are wanting to use this functionality to send Ninja Form form submissions to our existing Monday.com account. Do you have any documentation on assisting with that or should I reach out to Monday for help with this?

@DrewS75

There isn’t specific documentation per se from Monday or Zapier.

This is because every workflow is a bit different based on the apps used, the fields available with each app, and your desired logic.

Monday has these available Zap triggers/actions: https://zapier.com/apps/monday/integrations#triggers-and-actions

NOTE: Monday can be a bit quirky to integrate and automate with.

May make sense to review the Zap Basic articles for how to configure Zaps: https://zapier.com/help/create/basics

If you need help, consider hiring a Zapier Expert: https://zapier.com/experts

Hey @Troy Tessalone and thanks! Could you please tell me what I would need to put in the ‘To’ field under ‘Email notification’ as the call to action on where the Ninja Form submissions need to go? I would assume something needs to go here so that the messages go into Monday.com rather than to a specific email address?

@DrewS75

Seems like you should be using this one:

Make sure to review and follow this Zap help guide: https://zapier.com/help/doc/how-get-started-ninja-forms-zapier

@Troy Tessalone Right in front of my face. lol Thanks and will look over the help guide. Additionally, should I toggle the ‘Email Notification’ option off for this to work?

@DrewS75 

You should be able to have multiple items turned ON.

@Troy Tessalone Okay, something’s missing somewhere then as none of my test messages come through to my Monday. I’ll keep digging. Thanks!

@DrewS75 

Trace the data flow…

Check your Zap Runs: https://zapier.com/app/history/

1. Are the Zaps ON?
2. Did the Zaps trigger? (if no, then issue is with Ninja Forms and/or the Zap trigger configuration)
3. Did the Zaps trigger but have errors?

Hey @Troy Tessalone 

It looks like the Zaps are triggering successfully, but nothing comes through on Monday.

@Troy Tessalone Additionally, I have reached out to Monday regarding this issue and their response is below.

I’m not a Zapier expert but I assume Zapier is using the monday.com API and therefore you don’t have to do anything on the monday side of things. In Zapier you need to add the monday Zap and user there update module to update you monday board.

@DrewS75

Please post screenshots with how your Zap steps are configured with the variables mapped between steps, thanks.

These Zap Runs don’t show Zaps that are using the Monday app.

@Troy Tessalone

Sorry, still learning this. I created a new Ninja Forms > Monday Zap and the testing shows to be successful but the message details are not showing over at Monday.com.

@DrewS75 

Can you post screenshots with your Monday step that shows the DATA IN and DATA OUT?

Can you post screenshots from the Zap Editor that shows how you have each Zap step configured with the  variables mapped from the trigger step to the action step?

@Troy Tessalone 

@DrewS75 

Can you post screenshots from the Zap Editor that shows how you have each Zap step configured with the  variables mapped from the trigger step to the action step? (see EXAMPLE below)

Based on the screenshot below, it appears you have a static, hard coded value for the Monday Item Name of “New Form Submission” and no other field values configured.

EXAMPLE

Here’s a help article about how to map variables between Zap steps: https://zapier.com/help/create/basics/set-up-your-zap-action#set-up-your-action

@Troy Tessalone 

@DrewS75

You need to configure this section of the Zap action step to map variables from the trigger step by following this article: https://zapier.com/help/create/basics/set-up-your-zap-action#set-up-your-action

The only values set are the Board ID and the Item Name “New Form Submission”

@Troy Tessalone 

Okay, thank you. I figured only the fields noted as ‘required’ would be necessary for it to work.

@DrewS75 

Yes, required fields are the MIN number of fields need to make the Zap work, but only fields with values will be populated.

You can populate field values with static/hard coded values and/or dynamic mapped variables.

@Troy Tessalone 

Is inputing the predefined values fine for this? In this case, it gives me values related to previous tests I have submitted as seen in the example below under ‘Subitem Name’.