We’re working on a fairly complex use case that requires two status columns to stay in sync bidirectionally across two separate monday.com accounts. We’re already using Zapier and would prefer not to add another tool unless absolutely necessary.
Here’s the intended flow:
- When a quote is requested in Account 1, the item is sent to Account 2 (this part is working).
- When a budget is provided in Account 2, the status should update back in Account 1.
- Any status change in Account 1 should also update the matching item in Account
I believe the challenge lies in how Item IDs are handled. To make the bidirectional sync work, the item in each account needs to be mapped correctly—but the Item ID field isn’t a standard column type (like text or numbers), so it can’t be stored or referenced directly in the way we’d typically do with mirrored columns.
My question:
What are my options for reliably mapping or storing the Item ID in each account so that Zapier can find and update the correct item on both ends? Has anyone solved something similar?