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How to trigger a Zap from Apollo to add contacts to monday.com leads obard when status changes?

  • October 11, 2024
  • 4 replies
  • 17 views

Hello- Is it possible to create a zap when a contact status changes to Approaching or Replied so that it triggers a zap to add that contact to our Monday Leads Board? I see this is a capability with the hubspot integration but I don’t see an option for a zap set-up between Apollo & Monday. THanks!

Best answer by Troy Tessalone

Hi @ShannonGodfrey 

 Give these Zap steps a try:

  1. Trigger: Apollo - Contact Updated
  2. Action: Filter
  3. Action: Monday - Get Item by Column Value
  4. Action: Filter
    1. Only continue if: found = false
      1. Means no existing Monday Item exists
  5. Action: Monday - Create Item

 

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4 replies

Troy Tessalone
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  • Zapier Expert
  • 30941 replies
  • Answer
  • October 11, 2024

Hi @ShannonGodfrey 

 Give these Zap steps a try:

  1. Trigger: Apollo - Contact Updated
  2. Action: Filter
  3. Action: Monday - Get Item by Column Value
  4. Action: Filter
    1. Only continue if: found = false
      1. Means no existing Monday Item exists
  5. Action: Monday - Create Item

 


SamB
Community Manager
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  • Community Manager
  • 7472 replies
  • October 15, 2024

Hi @ShannonGodfrey!

Did Troy's suggestion help to get things sorted, or did you find another solution? If you're still stuck, just let us know and we'll be happy to assist!

Either way, we'd love to hear from you to make sure you're all set. 🙂


Thank you! I was able to achieve it with the filter of the apollo stage change to something specific ‘replied’ to trigger a new item in MOnday! 


JammerS
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  • Zapier Staff
  • 2336 replies
  • October 25, 2024

Hi @ShannonGodfrey,

 

Wow! Thank you for confirming that Troy’s resolution got the Zap running. This will significantly help our Community members to have as a reference for the same issue.