Seeking solution for: Updating the relevant item/contact with new info from a secondary form (Gravity Forms) using Zapier.
Everything’s dandy until I get to where I need to specify the item and it requires the item ID, or basically wants me to select an existing item/contact – which won’t work because this is an automation, and the item/contact will change as a variable.
There doesn’t appear to be any search function I can find – has anyone else faced this issue?
I’ve done exactly the same thing with Pipedrive, simply, with no issues, using Zapier.
It searches contacts for the phone number, then updates the contact with that phone number.
I need the same thing for Monday now – can anyone please help me figure out how?