Hello, I’m having some issues with a loop warning and figuring out the best way to build the zap. The goal of the zap is to assign a customer tier (“Status” column) within Monday.com based on multiple factors that are going to be updated throughout the customer lifecycle. Here are the Tier options:
We have a bunch of formula columns on the Monday.com board, which calculate the customer tier based on ten factors (i.e. growth, ARR, products, segment, etc.), but you cannot see formula data in Zapier, which is why I had to recreate the formulas as steps within the Zap.
The way I have the zap set-up now is with Trigger “Specific Columns Values Changed in Board” and I chose all the factor columns:
Here is the entire zap:
Here is an example of a formula step for one of the factors:
Here is an example of the Loop warning for one of the final actions (the warning is same for all final steps and they’re set up the same). The final step is “Change multiple columns value” and I’m only updating the “Tier” column based on the output from step 14:
Apologies on the long post, but I’m curious if there is a better way to build this zap without the Loop issues. I thought about adding another column that triggers the zap to calculate the Tier after a user updates the applicable columns (but would prefer to have it automated by changing the factor columns).
Thank you in advance!
