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.
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+14- Zapier Orchestrator & Solution Partner
- 34082 replies
Hi
In order for us to have more context, we will need to see screenshots with how your steps are outlined and configured, thanks.
+14- Zapier Orchestrator & Solution Partner
- 34082 replies
Can you provide screenshots about your Zap trigger step 1?
+14- Zapier Orchestrator & Solution Partner
- 34082 replies
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.
- Beginner
- 5 replies
+14- Zapier Orchestrator & Solution Partner
- 34082 replies
Check your Zap Runs history to see the DATA IN/OUT for each step to help you troubleshoot: https://zapier.com/app/history/
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