1.Catches new board item payload
Integrate Webhooks by Zapier and api connectors to receive the new board item payload and map fields to an item identifier.
Set billable status on new project board lines
Automatically catch new board item payloads across Webhooks by Zapier and monday.com. Create and update when client IDs matchβso you can set billable status, update request type, and leave unknown clients for manual review without manual review.
How this automation protects billable status accuracy
When new board item payloads arrive, unknown client references can stall billing setup and create avoidable manual review. This automation connects Webhooks by Zapier and monday.com to fetch item fields, filter qualifying clients, and update status and request typeβso your team handles billing-ready records fastβwithout manual checks.
Webhooks by Zapieror swap with your favorite app
2.Fetches item column values
Integrate monday.com and project management workflows to get item column values and map column responses for client lookup.
monday.comor swap with your favorite app
3.Filters by matching client reference
Integrate Filter by Zapier and validation rules to continue only for qualifying records where the client reference matches configured client IDs.
Filter by Zapieror swap with your favorite app
4.Updates status and request type
Integrate monday.com and billing status rules to change the item's status column and request-type column based on the billable decision.
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