Hi All!
We’ve been using Monday.com for five years now and have built a solid solution for our business order workflow. However, we’ve encountered a few small but disruptive issues that affect our efficiency.
One example involves our customer orders board. Each item represents a product a customer has purchased. Since we manufacture specific SKUs/products to order, the items need to move freely between different production schedules across various boards.
The problem arises when a customer’s payment is received in our inventory system. We use Zapier to search for the sales order number and update the payment status to “Paid” on our Monday.com board. Unfortunately, if an order contains multiple items, Zapier only updates the status for one item and stops, leaving other items unpaid despite the payment being processed for the entire order.
With around 400 orders a month, some containing up to 10 unique items, this creates a lot of manual work.
What we need is an automation that triggers when the status is marked as “Paid”, checks the sales order number column, and then updates the status of all other items with the same sales order number on the board.
I’ve tried numerous approaches – time loops, automations, testing various apps, and even working with Zapier to achieve this – but I’m still hitting a wall. It seems like a simple solution, but I’ve spent close to 50 hours trying to resolve it.
Any help or insights would be greatly appreciated!