How to Set Up Form Dropdown Selection Automatically Routes Item To Correct Team

What This Does

Monday.com forms create items on boards, but dropdown selections in forms don't trigger automations, so manual routing is required.

Zorpa intercepts form submissions and triggers dropdown-based routing rules, even though native Monday doesn't fire these events.

Complexity: beginner | Feature: Form Trigger

Prerequisites

• A Monday.com account (any plan)
• At least one board with dropdown columns
• Zorpa installed from the Monday Marketplace

Step-by-Step Setup

Step 1: Create Monday form with dropdown fields

Navigate to the Monday.com Marketplace, search for "Zorpa", and click Install. Add it to the board where you want dropdown automation.

Step 2: Install Zorpa on the target board

Once installed, open your board and switch to the Zorpa Board View. You'll see the Rules tab where all your automations are configured.

Step 3: Set up routing rules based on dropdown values

Click "Add Rule" and select the dropdown column that should trigger the automation.

Step 4: Test with a form submission

Follow the on-screen prompts to complete this configuration step.

Step 5: Verify routing works

Follow the on-screen prompts to complete this configuration step.

Real-World Examples

Legal Services

Dropdown: Practice Area (form field) (Personal Injury, Family Law, Criminal Defense, Estate Planning) Trigger: When value changes to "Personal Injury" Action: Route to PI team + assign intake paralegal + create consultation task Impact: Slow intake = lost potential client

A law firm's website form asks potential clients to select their legal need. Without form-safe triggers, the intake coordinator manually checks forms every hour and routes them. Zorpa routes instantly.

It Services

Dropdown: Issue Type (form field) (Can't Login, Slow Computer, Email Problem, Software Install) Trigger: When value changes to "Can't Login" Action: Assign to Tier 1 support + set SLA to 30 min Impact: Login issues are high-priority — every minute costs productivity

Employees submit IT requests via a Monday form. 'Can't Login' should be Tier 1 priority with a 30-minute SLA. Without form triggers, it sits in a queue until someone manually triages it.

Education K12

Dropdown: Request Type (form field) (Maintenance, IT Support, Curriculum Question, Student Issue) Trigger: When value changes to "Safety Concern" Action: Priority route to principal + safety officer + create incident report Impact: Delayed safety response = liability

A school's online reporting form for staff needs to instantly escalate safety concerns. Manual routing means a safety concern could sit unnoticed for hours.

Troubleshooting

• Rule not firing? Check that the dropdown column is correctly selected and the trigger value matches exactly (case-sensitive).
• Form submissions not triggering? Ensure you're using Zorpa's form-safe trigger mode, not a standard column change trigger.
• Actions not executing? Verify that the target person/column exists and that Zorpa has the necessary board permissions.

Next Steps

Once your first rule is working, consider adding:

• Cascading dropdowns to validate data entry
• Cross-board sync to keep multiple boards aligned
• Additional trigger rules for other dropdown columns

Install Zorpa to get started.