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I’m running into an issue trying to connect Monday.com and cognito forms. I feel like this should be straight forward, but I’m not seeing what I should do. The trigger is easy, when a new entry on a specific form comes in. Then I select update item in Monday.com, but there isn’t anyway to lookup to see which item should be updated, it just lists all the items on the board. It is required to put in the item ID, which is the same as one of the answers on the cognito form, but it is not letting me lookup any value. How am I supposed to do this? Is this possible? Copilot wasn’t able to help either, they ran into the same issue. 

 

This post has been edited by a moderator to remove personally identifiable information (PII). Please remember that this is a public forum and avoid sharing sensitive details.

Hi ​@SarahPiano,

I believe we’re going to need a Find step before we can update an item in monday.com. Could you please try adding a “Get Item by Column Value” action before the “Update Item” step and map the Item ID from the “Get Item by Column Value” step to the “Item ID” field as a custom value.

You can learn more about the custom value here: https://help.zapier.com/hc/en-us/articles/8496241696141-Add-custom-values-to-modal-fields-in-Zaps#01H7FR09FB7ARYVVE14MD4R0QJ

Kindly give it a try and let me know how it goes? I'll keep an eye out for your response!

I tried that but the data I am looking for doesn’t show up under the get item by column value. I’m trying to find the item’s name, first column in Monday.com. When I add get item by column value, it looks up all the columns and not just the first one and when I look through all the data all the columns are there except the first one. I shared a template of this zap here: https://zapier.com/shared/2af5d65a24b264cd76dfac300ac88d99f17c2c60

I tried the Get Columns Value instead Get Item by Column Value and I was able to find the correct column to look for data, but I get an error 200 message when I test the final step. Why isn’t this working?

I’ve looked through the community posts and everyone that also runs into the same issue there is no answer. This should work, so there has to be something wrong with Zapier.

Hi ​@SarahPiano,

It looks like you have reached out to our Support Team regarding this issue and it has been resolved with the help of our Support Team.

If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 🤗

Hey there, ​@SarahPiano! 👋

I just came across this and wanted to share the solution from our Support team in case it’s helpful for anyone else that might be facing similar issues:

“I looked into the Get Item by Column Value step, and we can see that it successfully retrieved the item details, including the Item ID.
 
b59e75ae3cc30ca4549d54ca4fa28a57.png
(view larger)
 
The only missing step here is mapping the Item ID returned by the Get Item step into the Item ID field of the Update Item action (Step 3). Right now, the field mapped as the Item ID is the email, which is not a valid Item ID for Monday.com.
 
Could you please go to Step 3 (Update Item in Monday.com) in your Zap, click on Configure, and replace the mapped email field in the Item ID field with the Item ID from the Get Item step?
 
0eb8e37a0eaba3e6e30424d45784175c.png
(view larger)”

 

Hope that clears things up for anyone else running into this. In the meantime, happy Zapping! ⚡️

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