When an item is being created move it to a specific group

I’m new to Make (integromat), and trying to create this automation:
When an item is being created, search a given email address and move it to a specific group.

Monday’s forms allows you to select a specific group once someone has filled the form, however, when the groups are divided to different clients, you have to create a form to each group which causes a lot of manual work and a room for error.

This is a video I took to explain exactly how the boards are built and what my work on Make.

Thanks!!

@Medint

You’ve got the basic idea. One way would be to map the different email address to the corresponding group ID using a switch module:

It would look something like this:


Jim - The Monday Man (YouTube Channel)
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Thank you Jim!

I tried to do what you mentioned, but again I’m stuck at this point here:

@Medint

One way to get the group IDs is to temporarily add the List Board’s Groups module and run it. It will return the groups with IDs and titles:

On your switch module, where you have:
image
the Output should be just the group’s ID, e.g., from my screen shot above, the group ID for the group named “AAA” is “topics”.

Also, “Watch Board’s Items” is just a special version of a webhook… which automatically adds the monday portion when you create it. There is no reason not to use it. Once they have been setup, there is no difference.


Jim - The Monday Man (YouTube Channel)
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We Create Custom Solutions
Schedule a 1-on-1 Tutorial Session (for monday, Make & “Hydrogen or Helium, Which is Better?”)

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Great got it! however I’m still new at this, what should be next module to update the data on Monday as I configured in the switch module?

@Medint

Move an item between groups

This is the added module:

Here is another attempt:

This is the error I get in both situations:

@Medint

The Item ID should be the pulseId from the webhook module.


Jim - The Monday Man (YouTube Channel) Our latest vid: Reading REALLY Large monday Boards
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Ok the automation works now, however, the item does not move to the group I stated.
All items are being created in “New inquiries” Group, and then should move from there with this automation.

Here are the groups names:

Here is result:
image

@Medint

Can you show the switch module settings again?

Sure here it is:

@Medint

Got it. In the “move item to group” module, under Group ID, turn on the map toggle and set the group id to the output from the switch module.

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It works, can’t thank you enough :slight_smile:

@Medint

You’re welcome. Glad I could help.


Jim - The Monday Man (YouTube Channel) Our latest vid: Reading REALLY Large monday Boards
What is Make & How can it help you with monday?
We Create Custom Solutions - Your Make or Ours
Schedule a 1-on-1 Tutorial Session (for monday, Make or “Rocket Science”)

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