I am trying use Zapier to transfer data from Monday.com to Instantly.ai. On the trigger step with monday.com, I would like to use the trigger event ‘New Item in Board’ (name of board is “CRM - Accelerator, Consultants”). Meaning whenever there is a new item, it will trigger the action. Currently, in monday.com, I have a few table views within this board. And one of the table views (it seems Zapier automatically chooses which table to pull from). So from the table that zapier chose, I do have a email column that's filled out with dummy data and in the organization column that's filled out with dummy data but neither of those columns are showing when I test to find records or Zapier’s step one trigger step.
What’s strange, is that Zapier will show a more columns from monday.com if I choose “Any Column Value Changed in Board” but this isn’t desirable because I only want the trigger to activate if a new item is added.
Overall i just want to know is this a known issue or am i doing something wrong.
Monday.com Tables are not showing for "New Item in Board" trigger
+6- Zapier Solution Partner
Hey
Here is a helpful link about Monday integration in Zapier- https://zapier.com/apps/monday/integrations. You can see all the triggers and actions there.
You may want to explore using Filter by Zapier. Here is a helpful article about it- https://zapier.com/blog/filter-by-zapier-guide/. Then you can apply filter to run the Zap only for selected newly created items in a board. Hope it helps!
+14- Zapier Orchestrator & Solution Partner
Hi
Help us have more context by posting screenshots showing:
- what you are referring to in your Monday Board that you are trying to use
- how your Zap steps are outlined and configured in EDIT mode in the CONFIGURE tab with the field mappings visible
Help links for using Monday in Zaps: https://zapier.com/apps/monday/integrations#help
Prerequisites
To use the monday.com app on Zapier, you must have:
- An active Monday.com account with Admin or Member user permissions for the boards, workspaces you want to connect.
- A Monday.com Standard plan or higher. as these plans supports integrations.
My sharable board isn't available in the board dropdown
To get access to Sharable boards, you need to connect using your Personal API token, and not your Company API token.
+1hey
first, make sure the columns you need (like email or organization) are set to a standard type such as “text” or “email.” custom or less common column types don’t always show up in zapier.
if the column is already correct but still missing in zapier, create a brand new test item on that board with those fields filled out and then retest your trigger. zapier usually needs fresh data in order to detect the fields.
if that still doesn’t solve it, another option is to use monday.com’s webhook into zapier’s “catch hook” trigger. that way you get the raw data and can make sure the fields you want are included.
+11- Community Manager
Hi there
Keep us posted on how it went, want to make sure you’re all set!
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