I was playing with a trigger with Zapier to create a board when a deal status changes to something in Hubspot.
I’ve managed to create the workflow, however, I want the board to be created from a template in my workspace; so far it only creates a new board with no fields.
Anyone out there that has been able to find a way around this? Doesn’t have to be with Hubspot or Zapier…
You could use monday.com automations to create a board from template once a status changes on an item in monday.com.
Let’s say you had a “Deals” board. Well you could update the “Status” column on that to “Deal won” via Zapier. Then you could use that as the trigger for something like this in monday.com:
If you have other more complex requirements about how to populate that board or connect it, for example, it might be advantageous to move to Make. Make is a lot like Zapier, but it has more advanced features and logic. It works more like code (although it’s still technically nocode).
If you’d like to learn more or book a consultation on your monday.com, HubSpot or any IT solution, please feel free to contact me (email@example.com)