Hi,
I want to set an automation to move an item based on the linked column value.
E.g.
I have a list of customers set in board A, and list of meetings in board B, where I manually set the customer the meeting took place with.
I want meetings with customer X to move to board X,
meetings with customer Y to move to customer Y and so on,
mainly because of privacy and permissions aspects.
Does someone have an idea how to do that?
Thanks.
Hi @RyanBY - If you use Integromat, you can build this type of complex automation. And then eventually when monday․com allows something like this natively, you could just turn Integromat off without changing the rest of your processes.
Integromat can “chase” cross board links and pull data into the automation flow as needed.
If you would like to chat a bit about what Integromat can do, we offer a limited number of no-charge strategy sessions in the community each week. You can book one here: https://meet.polishedgeek.com/more-with-monday
Ta,
so there is no native way to do it via monday’s automation?