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Question

Issue with connecting Monday.com with Zoho books

  • 21 March 2024
  • 7 replies
  • 26 views
M

I have a problem with connecting Monday CRM with Zoho books, the items that I added to Monday should move automatically to Zoho books, but the problem is, that item moves not full, moves only name and last name, but I have a lot of additional information like address, phone number and a lot more, and this data don't moving to Zoho, please let me know how can I fix this problem. 

7 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Mft 

In order for us to have more context, we will need to see screenshots with how your steps are outlined and configured, thanks.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
M

here it is

7 Attachments
Troy Tessalone
Userlevel 7
Badge +14

@Mft 

Can you provide screenshots about your Zap trigger step 1?

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
M

@Troy Tessalone here it is

4 Attachments
Troy Tessalone
Userlevel 7
Badge +14

@Mft 

Try testing with your Zap ON live.

Then check your Zap Runs history to see the DATA IN/OUT for each step to help you troubleshoot: https://zapier.com/app/history/

 

 

Zap trigger event is Monday New Item in Board, so make sure all those data points are populated at the same time otherwise, the Zap may fire and process before those data points are populated.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
M

@Troy Tessalone now its not working at all, its not transferring to Zoho anymore. Previously, an item with a first and last name was transferred, now nothing is transferring. 

Troy Tessalone
Userlevel 7
Badge +14

@Mft 

Check your Zap Runs history to see the DATA IN/OUT for each step to help you troubleshoot: https://zapier.com/app/history/

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor

Reply


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