Bidirectional Status Updates

Platform discussions Special workflows & use cases
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1

We’re working on a fairly complex use case that requires two status columns to stay in sync bidirectionally across two separate monday.com accounts. We’re already using Zapier and would prefer not to add another tool unless absolutely necessary.

Here’s the intended flow:

  1. When a quote is requested in Account 1, the item is sent to Account 2 (this part is working).
  2. When a budget is provided in Account 2, the status should update back in Account 1.
  3. Any status change in Account 1 should also update the matching item in Account

I believe the challenge lies in how Item IDs are handled. To make the bidirectional sync work, the item in each account needs to be mapped correctly—but the Item ID field isn’t a standard column type (like text or numbers), so it can’t be stored or referenced directly in the way we’d typically do with mirrored columns.

My question:
What are my options for reliably mapping or storing the Item ID in each account so that Zapier can find and update the correct item on both ends? Has anyone solved something similar?

2

Hi Ashley!

The key to this would be storing the Item ID of the other item in each board.

  1. Create a text column in each board called “Twin Item ID”.
  2. Populate this column with the item ID of the twin. (i.e. in Board A, you store the item IDs of the Board B item for the corresponding twin and vice versa)
  3. Refer to “Twin Item ID” when you are looking up which item to update.

That’s the basic principle. There may be some nuance in your use case so feel free to reach out if you need help. :+1:

3

Have you thought about having an automation that creates an item on Account 2, but creates a 2 way connection? You could then just mirror the respective statuses, and in the item creation settings have a text/number column on Account 2where the Item ID is just copied into it.

4

Hi Ashley,

I hope you find a workaround without need to use external tool. If you need one, there is

It is a platform capable of bidirectional sync of monday.com boards between different accounts. Here’s a short step-by-step video guide of how to do it: https://youtu.be/L5QV3eORaH4

Hope it helps.