Automate connect board columns

Platform discussions
,
1

Hi,
I have connected two boards, the 1st board is “customer info” containing customer information and the 2nd is a “customer notification” that automatically addresses the customer, I use connect-board in order to mirror the customer’s email to the notification board.
Now I want to create an automation to send an email and I can’t use the email column that I mirrored from the other board as a recipient. Is there any workaround to this problem?

2

Hey there, @Talco

I wanted to share an awesome alternative with you called the VLOOKUP app, which can be used instead of monday mirror columns. The great thing about VLOOKUP is that it allows you to use Automations.

  1. To get started, all you need to do is install the VLOOKUP app and its integrations in both your “customer Info” source board and the “customer notification” target board.
  2. Once installed, you can create a recipe where you have the flexibility to choose which columns you want to connect. It’s as simple as that!
  3. Voila! With VLOOKUP, both boards will be synchronized seamlessly, and you’ll have the added bonus of being able to incorporate automations as needed.

Here’s an article you can follow

In case you need any assistance with VLOOKUP, please feel free to reach out to our dedicated support team at appsupport@jetpackapps.co. Our team is always happy to help you with any queries or concerns you may have.