Connect monday.com with Zapier

You connect Scratcher to monday.com through Zapier. A Zap takes every new lead or winner from your Scratcher campaign and creates an item on a monday.com board. Use it, for example, to follow up on leads, or to track prize shipping.

What you need

• A Zapier account. The free plan works for a simple Zap.
• A monday.com user who is a member of the board with permission to add items. Viewers and guests with read-only access can't.
• Some monday.com accounts limit who may use integrations. If you can't connect, ask your monday.com admin.
• A board with columns for the data, for example an Email column, a Phone column and text or date columns.
• A Scratcher plan with integrations, and a campaign with at least one lead to test with.

Step 1: Connect Scratcher to Zapier

If you haven't done it yet, follow Connect 8,000+ apps with Zapier: in Scratcher go to Settings > Integrations > Zapier and click Set up on Zapier.

Step 2: Set up the trigger

1. In Zapier, click Create and choose Zaps.
2. As the trigger, choose Scratcher and the trigger for new leads.
3. Connect your Scratcher account, choose the campaign and click Test trigger.

Step 3: Add the monday.com action

1. Add the action step and choose monday.com.
2. As the action event, choose the one that creates an item.
3. Connect your account: log in to monday.com and click Authorize.
4. Choose the Board and the Group the items should go into.

Step 4: Map the fields

• Item Name: for example the person's name, or the email address.
• Each column on the board shows as a field. Map the email to the Email column, the phone to the Phone column, and the sign-up date to a Date column.
• To track prizes, map the prize name and coupon code to text columns.
• Status and dropdown columns need a value that already exists on the board.

Step 5: Test and publish

1. Click Test step, and check the new item on the board. Delete it afterwards.
2. Click Publish to turn the Zap on.

Only create items for some leads

Add a Filter by Zapier step after the trigger (a paid Zapier plan). For example, only continue when a prize name exists, to get an item for winners only, or when your marketing permission is true.

Troubleshooting

• Look at the Zap history in Zapier for each run and monday.com's error message.
• A column is missing in Zapier: add it on the board, then click Refresh fields in the Zap.
• "User unauthorized": the user who connected Zapier was removed from the board, or can't add items. Reconnect with a board member.