PDF downloads from Jotform to Monday.com

Questions
1

:bullseye: What is your goal?

i have created an automation that waits for an item to be created in jotform and then it downloads a PDF to Monday.com. it works but creates a new line everytime and item is created with details. my goal is if there are 6 new jotform items then all the new items appear on the same day same client, like pic. im really new to this type of stuff so please take that into account.

:thinking: What is the problem & what have you tried?

Creates a new line in monday.com every time. Pic attached from monday.com

:link: Create public scenario page

https://eu2.make.com/public/shared-scenario/QNk3029Z1Un/pre-start-pdf-download-to-monday-com

:camera_with_flash: Screenshots (scenario flow, module settings, errors)

Make 1.jpg
Make 1.jpg781×350 47.6 KB

4

Hey there,

Can you show some screenshots of how the modules are configured and their outputs?

In theory you should search if today’s item exists, if it doesn’t, create it, and if it does, at the file to it.

5

Hey andrew13 :waving_hand:, Welcome to the community.

As per your currently built scenario, your scenario is searching monday by submission ID, so it will never group multiple Jotform submissions into the same monday item because every submission ID is unique.

If your goal is “same client + same day = same monday row,” then you need to search monday using a value that represents that grouping, such as a text column containing Client Name | Date, not the Jotform submission ID.

Suggested logic:

  • Watch new Jotform submission.

  • Download the PDF.

  • Build a grouping key like ClientName|2026-06-05.

  • Search monday for an item with that key.

  • If found, add the PDF to that existing item.

  • If not found, create the item first, then add the PDF.

Right now the scenario is keyed to the wrong identifier, so it is behaving exactly as designed, just not as intended.

-John

6

Hi John, thank you for the reply. i tried that and spent some time on it today by using the Monday - Update module. Just couldn’t get it to work. I’m away on a long weekend break. Will have another go when i return to work on Tuesday. I’ll search for a more appropriate module for the Monday app.

7

Hi Stoyan,

Thank you for the reply. I’m away but i do have access to s tablet. If i can manage to take side decent pics ill send them otherwise it’ll be even i turn to the office next Tuesday. I’ve had other advice to change the logic from searching for submission id’s to search for client & date, which i did try but wasn’t successful. I’ll Kristian working on it when I’m back at the office. Thanks again.

Andrew