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?
Try to add a “connected boards” in the same column and choose the board you need
Same column as what? I’m not sure what you mean.
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 -
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Automatically connecting items based on conditions and flexible logic.
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Automatically removing connecting.
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Syncing values between connected items.
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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!
