Board conncection automations - move an item, create a new item and connect them on the new board

[fureveraftermemorial (Michelle)]

I have the following set up:

• Board for enquiries - contains a combination of job related and client related information
• Board for jobs with a connection to our client board
• Board for clients with a connection to our job board

When an enquiry progresses to a confirmed job, I want to be able to update a status and have it automatically transfer the item with the job details to the job board, and create a new item in the client board with the client details, and connect the two items on the NEW boards. But I can only seem to create a connection between the Enquiries board and the Client board where the new item is created.
Is there a way to be able to achieve what I am after?

[garfield-labs (Same Item Multiple Boards)]

Try to add a “connected boards” in the same column and choose the board you need

[fureveraftermemorial (Michelle)]

Same column as what? I’m not sure what you mean.

[Fantasy-Media-Team]

Hey @fureveraftermemorial

We’ve developed an app called Connected Boards Automations. Which allows to run robust automations on connected boards column, here’s how it can be used in this case →

Move item to group →

Change status →

Also worth adding that it also supports -

1. Automatically connecting items based on conditions and flexible logic.

2. Automatically removing connecting.

3. Syncing values between connected items.

4. Cross-board automations (trigger in the connected board and action in the current board)

You can find it in the monday.com app marketplace in the platform or here - Connected Boards Automations - monday.com App Marketplace

Hope that helps!