Failed to create an item in monday.com: Invalid value for undefined on undefined. Item not found
Here is my overall goal: to feed information from a Salesforce Account and its corresponding Opportunity and Opportunity Products into a Monday board. Then, update specific corresponding cells in Monday when either the Stage or other specific fields change.
Right now, I have two Zaps set up:
The first Zap: takes care of creating the row in Monday with the information from the Account, Opportunity, & Opportunity Products. I think i have set this up successfully - it seems to work when I did the test. Here is the flow I am using:
Trigger: Updated field on Record in Salesforce
Action 1: Find Record in Salesforce (pulling in Account information)
Action 2: Find Record in Salesforce (pulling in the Opportunity information)
Action 3: Find Record in Salesforce (pulling in the Opportunity Product information)
Action 4: Create item in Monday.com
**I want to note that I am sending over into a field within Monday the corresponding opportunity ID so I can use that to find what row I need to update in my second zap below.
The second Zap: trying to update fields in Monday when the stage or other specified field changes on the Opportunity in Salesforce. THIS IS WHERE I’M HAVING TROUBLE. My current set up:
Trigger: Updated Record in Salesforce (trigger is on Salesforce Object = Opportuunity)
Action 1: Get Item by Column Value in monday.com
for column to search in, I selected the SF Opportunity ID and columns to receive, I selected the SF Opp ID (which is the column in Monday that houses the SF Opportunity ID)
Note: my test was successful when I ran it
Action 2: Change Multiple Columns Values in Monday.com
for item ID I selected the Salesforce Opportunity ID field
This is where my test failed. I got the following error:
Failed to create an item in monday.com
Invalid value for undefined on undefined. Item not found
Any suggestions on what I’m doing wrong?
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Hi @cfalcone01 ,
Can you show me the screenshot of how did you configure second Zap Action 1 and Action 2 ?
Yes, here is a screenshot from Action 2 (after Trigger):
The Object id is the Salesforce Opportunity ID
Action 3:
Hi @cfalcone01 ,
In Action 3, Replace object id with item id value from Action 2.
Action 2 and Action 3 uses the same Object ID field
Hi @cfalcone01
For Step 3, the Item ID field needs the Monday Item ID found in Step 2, since you are updating a Monday Item.
Thank you @Troy Tessalone. The test worked, I’m going to publish to confirm the overall process works. Appreciate both of your help!
When I went to Publish my first Zap (the one that sends the Salesforce data to Monday) and tried to transfer over existing data, I got the following error:
“Salesforce: Required field "Search Value" (searchValue) is missing.”
My test when initially setting this up worked.
Any suggestions?
@cfalcone01
Check your ZapRuns history details log to see the DATA IN/OUT to help you troubleshoot why a required field had a missing value.
On my monday.com board, the same customer may be listed in more than 1 row with some columns having the same information and some columns having different information. For example, in the screenshot below, Customer 1 was sent over twice because they’ve purchased 2 different products with us. These unique products are pulling from the “Opportunity Product” object on the Opportunity but the cells such as “Latest Update” and “Stage” are the same for each row of this customer because they are pulling from the Opportunity.
When my second Zap runs (when a change is made to a field on this Opportunity in Salesforce), I want the fields in both rows to update. Right now, it looks like it is only updating the first row for this customer 1.
What can I do?
@cfalcone01
Most Zap triggers/actions work on a per record basis, meaning only 1 record.
I don’t have any engineering resources to use for this. Are there any alternative ways of setting this up? or some sort of action to say “update for every matching value within the column?”
@cfalcone01
In order to return multiple MondayItems, you’d need to use the Monday GraphQL API.
Then you can use the Looping app to update each MondayItem.
@Troy Tessalone for my initial trigger on the Zap to initially add Salesforce data to my Monday.com board, do I need to select an option from the “Field Updated Timestamp” dropdown?
@cfalcone01
We would need to see screenshots of what you are referring to have context.
here you go
right now I don’t have any value in this field.
@cfalcone01
That is an optional field.
Check the field description (more) for guidance.
I did - I still wasn’t clear to me. I just want to make sure that if I left this blank, it wouldn’t impact the zap from creating a row in Monday when a SF Opp moved into Contracting.
@cfalcone01
If applicable, you would select a Salesforce timestamp field that is configured in Salesforce to log a timestamp whenever that 1 specified field is updated.
But it’s an optional field.
When in doubt, test it out.
Since I can’t update each product line using this Zap, I have another idea on how to accomplish this flow but want to confirm this is the right though process:
(1) I push the Salesforce data into a Google Sheet. Using Salesforce Connector, I can have this data refresh every x hours. This would refresh the data for each product line even for the same customer (as I was hoping to do in the comment with my screenshot above).
(2) I then use a Google Sheets > Monday.com Zap to:
add data when a new row is created
update information in Monday when an update is made in Salesforce which would be reflected in the Google Sheet
I found this article that talked about how you can update existing values in Monday.com from a Google Sheet - are these still the recommended steps?
@cfalcone01
You may need to also include the OpportunityProduct object ID as a field on the Monday Board Item.
That would be a unique data point that you could use to loop thru and lookup the Monday Item to then update the Monday Item.
I tried that but for some reason it doesn’t have Opportunity Product ID as an option in the dropdown of fields to select. Here is a screenshot:
Here is my Zap flow:
and here is how I tried to have it configured to go off of the Opp Product ID:
Trigger Step (the trigger needs to be a field changes on the Opportunity):
The first Action step (#2 in this flow):
@cfalcone01
Try searching for “Opportunity Product” to narrow the results and make sure to scroll down to see if there are more options.
Or you can add a Zap step: Salesforce - Find Record (search by Opportunity Product Name)
@Troy Tessalone I did scroll down that list and it isn't there. I'll try the find record option and report back. Thank you so much for all your help and being so responsive!! Really appreciate the great support!
