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Hi there!

I’m trying to achieve the following in Monday.com with Zapier:

  1. If a new item is created on Main Board, and Column B is set to ‘Email’;
  2. Create a subtask
  3. Assign subtask to Person X, Y, or Z, based on X, Y or Z criteria.

So far, steps 1 to 2 are working, and I’ve not been able to automate Step 3. I’ve tried to do this through a lookup of the sub-task within the original zap, but kept hitting a wall with finding the parent item and subtask ID after the subtask is created.

 

So instead, I’ve gone ahead and created a second Zap, which triggers on “New item in board” with the Board set to “Subitems of Main Board”. I can see in the testing data for the Zap that it should see the new subitems come in, but when I turn my Zap on, there’s no Zap history and the Zap does not trigger.

 

Any idea what I’m doing wrong here?

Hi @PaulS 

Good question.

Have you tried using Monday Automations for this logic?

https://support.monday.com/hc/en-us/articles/360001222900-monday-com-Automations

 

Otherwise, we would need to see detailed screenshots with how your Zap steps are configured to have full context.

@Troy Tessalone Yes, but Monday Automations do not support:

  • The paths that I need to fire the initial step
  • The ability to trigger of a subtask creation
  • The ability to assign a subtask based on conditions

@PaulS 

Can you post detailed screenshots with how your Zap steps are configured to have full context?

Reply


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