I need help in setting up the following:
New order in Shopify updates 2 columns in an item in Monday.com CRM. Specifically, when I receive a new order from a CURRENT CUSTOMER, I would like the Total Order Count and Total Spent columns updated for that customer.
Thanks in advance for your help!
Best answer by Troy Tessalone
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+14
Hi
Good question.
To help us have more context, please post detailed screenshots with how your Zap steps are configured.
Trigger: Shopify — New Order
Action: Monday — Get Item by Column Value (find the item using something that exists in Monday and that Shopify will provide in the New Order trigger)
Action: Monday — Change Multiple Columns Value (use a custom value for the Item ID, mapping the field from the search step)
+14
Can you post screenshots with how your Zap steps are configured to give us more context about where you are having issues?
*Item ID dropdown does not let me select the Item ID column in monday.com
below is a screenshot of the monday.com board and item
+14
The Monday step Item ID field expects the Monday Item ID, rather than a Shopify Order ID.
You would need to add another Monday step first to find the Monday Item by searching for a matching value in a field.
Could you tell me specifically what monday.com event that would be?
+14
Action: Monday — Get Item by Column Value (find the item using something that exists in Monday and that Shopify will provide in the New Order trigger)
+6
That’s great news
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