Using Zapier to search all items strings in a group and return Item ID

Platform discussions monday apps & integrations
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Hello Monday Community,

I use Zapier for automating my business, and this is the process I am trying to automate:

  1. Person signs up for Calendly appointment and identifies name string
  2. Zapier searches a Monday group and compares the item name strings (which are the names of the clients)
  3. If one of them matches the Calendly name string, it returns the Item ID to use for the next chain in the zap.

I would greatly appreciated any insight into this. Thank you for your time.

1 Like
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Hello @ryantetreault!

Welcome to the community. I hope you like it here :muscle:

I am not entirely sure if this is something Zapier can do. I hope someone here has experience using that platform to help you out!

In the meantime, I recommend contacting Zapier directly to ask if this is possible using their platform, and if not, maybe they can offer you a workaround for it. Since this is related to Zapier, they will probably have the most complete answer about it.

If you have any questions regarding the flow on Monday’s side, please do not hesitate to contact us!

Chers,
-Matias

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We’re a few years past this post, wanted to revisit it to see if this Lookup data from a table (group of items) has been solved yet. Would we need to build a separate lookup table to provide this functionality? Feels like a basic feature for what is ostensibly a Database/Spreadsheet of information. I’m building cross-toolset integrations using Zapier that allow one team to use Monday as their primary workflow while synching data to the tool the rest of the company uses for billing and project management, etc to minimize toolsprawl. We have a Customer Accounts board in Monday and a Customers dataset in Connectwise Manage. I need to make sure I can appropriately tag Monday Projects with corresponding work tickets from CW. If this has to be performed using a zapier table, populating that table with data from the Accounts board still can’t be automated as standard DB/Excel lookups don’t seem to be accessible. Part of it is with Zapier as well, but the Zapier folks indicate that the available integrations are built by the software vendors themselves.