Formatting Column types in Monday.com to recieve data from Salesmate webhooks

[logancrowell]

Hi Pabbly! I just started working with your software yesterday, and here is my use case:

I am using webhooks in the Salesmate CRM to create a sync between Salesmate contact data and a 'Contact Master Board' on Monday.com.

When I try to pass off information that isn't going to a standard text format column in Monday (such as a hyperlink or date) Pabbly is returning an error and not passing off the data to Monday.com.

Is there a way to format the data to fix this error?

 

[Pabblymember11]

Hey @logancrowell

In terms to update the item column value, you need to pass the date and time in the following manner as their API accepts the data in such manner only.

 

[logancrowell]

Okay thank you I am glad to know there is a solution here. Is it the same for hyperlinks?

 

[logancrowell]

@Supreme I am struggling to figure out this workflow in Pabbly... trying to build like I would in Zapier but the filters work differently:

Use case is to get Salesmate CRM to create a one way sync with two different boards in Monday.com (two way would be ideal but not sure how to do that without causing a feedback loop)

Trigger is webhook from Salesmate that passes off all of the data fields I would like to keep synced anytime a contact is updated or created.

The next step is to search for that contact in Monday on our 'Member Master Board' (using search items by column value mapping to email).

IF that contact is found then I need it to update every column that we want to keep in sync.

IF that contact is NOT found in the Member Master Board, I need it to search for the contact in Monday on our 'Contact Master Board'. Then it would follow the same step and update every column that Salesmate passes via the webhook.

IF that contact is NOT found in the Contact Master Board, a new item would be added in Monday with all of the column data.

PROBLEM: The 'search items by column value' does not return data that says 'unsuccessful'. It just delivers the Account ID from Monday and none of the rest of the data. So in the following filters, I cannot make the next steps contingent on the search being successful or unsuccessful.

Please help!

 

[Pabblymember11]

Hey @logancrowell

Is it the same for hyperlinks?

In terms to pass the links, there will 2 fields with the name one will be a label and another one will be as value.

E.g. -

PROBLEM: The 'search items by column value' does not return data that says 'unsuccessful'. It just delivers the Account ID from Monday and none of the rest of the data. So in the following filters, I cannot make the next steps contingent on the search being successful or unsuccessful.

For your filter condition, you can use the Contains filter type in your route to check for the availability to add or update the content on Monday.com

 

[logancrowell]

Okay thank you I am glad to know there is a solution here. Is it the same for hyperlinks?

@Supreme following up here... how does the formatter work for hyperlinks? I have been trying to figure it out but I keep getting this error:

 

[Pabblymember11]

Hey @logancrowell

Can you please share the workflow URL once with us and the action step in which you are getting this error?

 

[logancrowell]

@Supreme here's the link: https://connect.pabbly.com/workflow/mapping/IjU3NmMwNTZmMDYzNjA0MzQ1MjZiNTUzNiI_3D_pc

The action step is 'Create New Contact in Monday'

 

[Pabblymember11]

Please also tell us the field in the action step in which you are passing the hyperlink.

Also, there will be two fields with the name, one of which will be a label and the other a valuable, in order to pass the links.