My goal: If a note is added in High Level, search Monday.com board and group, and if email exists, create an update on that item.
My current workflow:
1. Webhook Trigger: If note is added in High Level, trigger pabbly
2. Search item column value: Search email field in Monday
3. Filter: Only continue if email in High Level matches Monday
4. Get Column Value: Find the column value in Monday (for the item)
5. Create update: Add note from High Level into Monday
I think I'm close, because if I delete the filter in step 3, it will add a note to my name in Monday every time a note is added to anyone in High Level. Now, I just need to get the filter to work, so it only continues if it finds an email in the group of the board... and then fix it so the note is only added to the matching item that contains the corresponding email address. Help is greatly appreciated.
My current workflow:
1. Webhook Trigger: If note is added in High Level, trigger pabbly
2. Search item column value: Search email field in Monday
3. Filter: Only continue if email in High Level matches Monday
4. Get Column Value: Find the column value in Monday (for the item)
5. Create update: Add note from High Level into Monday
I think I'm close, because if I delete the filter in step 3, it will add a note to my name in Monday every time a note is added to anyone in High Level. Now, I just need to get the filter to work, so it only continues if it finds an email in the group of the board... and then fix it so the note is only added to the matching item that contains the corresponding email address. Help is greatly appreciated.