Automating your order intake process ensures your team always knows exactly what to deliver. This guide walks you through setting up an automated workflow that updates the delivery type in Monday.com based on the "Marketing Kit" selection from a new site purchase.

By connecting your purchase webhooks to Monday.com, you eliminate manual data entry and reduce the risk of fulfillment errors.

Workflow Overview

This automation uses Zapier to catch a purchase event, locate the corresponding deal in Monday.com, and update its delivery type accordingly.

flowchart TD
    A[Webhook: Site Purchase] --> B["Search: Find Deal by Site ID (Monday.com)"]
    B --> C{Deal Found?}
    C -- Yes --> D["Formatter: Map MarketingKit Value"]
    C -- No --> E[Stop Workflow]
    D --> F["Action: Update Delivery Type (Monday.com)"]

Prerequisites

Before building this workflow, ensure you have:

• Access to your Zapier account.

• A Monday.com account with a Deals board configured.

• A webhook URL generated from Zapier and added to your purchase site.

• Incoming webhook data that includes SiteID and MarketingKit values.

Step-by-Step Configuration

Follow these steps to configure the automation in Zapier.

1. 1

   Set up the Webhook Trigger

   Create a new Zap and choose Webhooks by Zapier as the trigger. Select the Catch Hook event. This will generate a unique URL. Paste this URL into your site's webhook configuration to listen for new purchases.

2. 2

   Find the Deal in Monday.com

   Add a Monday.com action step and select Find Item by Column Value.

   • Board: Select your Deals board.

   • Column: Select Site ID.

   • Search Value: Map this to the SiteID provided by your webhook in Step 1.

3. 3

   Filter for Existing Deals

   To prevent the workflow from failing if a deal isn't found, add a Filter by Zapier step.

   • Set the condition to only continue if the Monday.com Item ID (from Step 2) exists.

4. 4

   Map the Delivery Type

   Add a Formatter by Zapier step, select Utilities, and choose Lookup Table. You will use this to translate the raw numeric data from your site into readable statuses for Monday.com.

   • Lookup Key: Map this to the MarketingKit value from your webhook.

   • Configure the table exactly as shown in the mapping section below.

5. 5

   Update the Monday.com Item

   Add a final Monday.com action step and select Change Multiple Columns Value.

   • Board: Select your Deals board.

   • Item ID: Map this to the Item ID found in Step 2.

   • Delivery Type Column: Map this to the output value generated by the Formatter in Step 4.

Data Mapping Reference

When configuring the Lookup Table in Step 4, use the following values to ensure the incoming numeric codes correctly match your Monday.com status labels.

Troubleshooting