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Want to integrate Slack message with monday board item

  • August 27, 2021
  • 3 replies
  • 70 views

I want to create a monday.com board item through slack channel message. In slack the message format is like: Caller Name: Lorem ipsum
Client Name: Self
Phone Number: 999-999-999
Email: Lorem.ipsum@gmail.com
Referred by: Google

and in Monday I want to create an item as break caller name and put it into a separate column called “Caller Name” and same with Client Name sync with another column “Client” and so on.

 

Is there any way we can do this using zapier integration, Please suggest?

 

Best answer by Troy Tessalone

Hi @asimon 

The simpler but more Task heavy way would be to use a series of Formatter step: https://zapier.com/help/doc/how-use-formatter-functions

The most efficient but advanced way would be to use a Code step: https://zapier.com/apps/code/help

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

3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • Answer
  • August 27, 2021

Hi @asimon 

The simpler but more Task heavy way would be to use a series of Formatter step: https://zapier.com/help/doc/how-use-formatter-functions

The most efficient but advanced way would be to use a Code step: https://zapier.com/apps/code/help


  • Author
  • Beginner
  • September 1, 2021

Hi Troy,

 

Thanks,

 

After your suggestion, I started creating ZAP. While making ZAP I don’t know how to handle phone number field come from slack, how to format that according to monday phone field.

Received following error:

This post has been edited by a moderator to remove sensitive information. Please remember to obfuscate any personally identifiable information prior to posting as this is a public forum. 


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • September 1, 2021

Hi @asimon 

Check out the available help article mentioned in the error message: https://support.monday.com/hc/en-us/articles/360014205860-Zapier-JSON-Formatting-Examples