Search for an Item in a board via Zapier

Hi all.

I am trying to set up a Zap that searches for an item (customer) within one of our CRM boards. I want to then update a column in this item with some newer information.

Flow:

  • Customer is entered as a Lead
  • They complete another step on our website (webhook form fillout)
  • Update a column in the Customer’s profile (item) with the new information from the form

Is this possible? I can’t seem to find a search/lookup function within the Monday.com events via Zapier which is very strange as they have a whole section dedicated to “Search” events. Thanks in advance!

2 Likes

Came in looking for this, hopefully someone has some insight!

Hi @GJohnston - I dont believe this functionality is available in Zapier. This is why we tend to lean more to make.com as it has better connectivity with monday.

Mark