Zapier -> Find item by

How exciting to see so many people are requesting this feature.

I now have a solution for you how to find items in a board by searching for a specific value in a column.

  1. It’s using the API v2 (https://monday.com/developers/v2#queries-section-items-by-column-values)
  2. Nice tool you can test your query with: monday.com
  3. Use Webhook (POST) in Zapier and retrieve the pulse id(s) that match your criteria, e.g.:

Be aware that this query will return multiple pulse IDs if the “search-by” value exists in the board (selected column) more than once.

Example use-case:

  1. I use Pipedrive as a CRM for my b2b orders. Whenever a deal is marked as won, it’s sent to Monday so that the logistics team can expedite the order. The pulse would contain a lot of data, including unique “Deal number” from Pipedrive.
  2. The issue was that a sales rep would frequently change something on a deal once it has been marked as won (e.g. partner wants to add one more thing to the order). In turn, this created multiple pulses in the board and confusion for the logistics.

Have fun, everybody!

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