I have 3 boards I’m using and trying to automate between - boards 1, 2, and 3.
I have a button setup on board 1 that triggers an automation to create an item on board 2 to and connect them together via a connector column. I also have an automation setup on board 2 that, when a new item is created, it also creates an item on board 3 and connects them together via a connector column.
Board 3 contains connector (and mirrored) columns to both board 1 and board 2 to pull in different information from each. Using the above the outlined automations I can automate the connection between boards 2 & 3. However, I would also like to automate the connection between board 3 & 1 for an existing item, ideally the trigger being once it’s created on board 3 by the second automation outlined in the previous paragraph. I know the “create item and connect boards” recipe exists, but that’s not what I want to achieve here. I’m looking for to just automate the connection between boards.
Hey Joe! So just to clarify, the process you’re looking to automate is connecting Board 3 to Board 1 once an item is created via automation?
If this is the case, the trigger can’t be that the item was created by an automation - this isn’t supported at the time.
However, you could do a “when item is created in this group, create an item in board and connect boards with column” automation and then only manually create items in other groups of that board so you know that group outlined in the recipe is always where the created items land in Board 3.
You would have to delete or create an automation to delete the new items appearing in Board 1 since unfortunately, there is no “connect boards” action without the “create item” action preceding it.
Does this make sense? What do you think about this idea?
Hi @jarin - have you looked into the Matching automations? Perhaps when the item is created in board 3 you can use a match automation back to Board 1? As long as you have a column that exists in both to tie them together it should work. This way the connection is made without creating a new item.
Hi There! Piggy backing on this thread! Tried these suggestions - but wondering is there a way to auto connect a column without creating an item.
Note: The Green Llamas automations did not perform what I needed as the column in question is a drop down - Which is required from a different integration. Thank you!
