Building Forms around Inventory

My company is creating an inventory of gifting/swag items that our sales team can select from and send to their clients or bring with them on sales calls.
I am trying to create a request form where, whatever we have in the inventory board “mirrors” into the request form (so we’re not manually adding and removing items based on our inventory), our sales team can select from the list of items, that will then automate an alert to the proper channels for approval and then ultimately fulfilled my the admin assigned.
And finally the admin can hit a button of some sort, to automatically deduct the items from the inventory board after the request is fulfilled.
Is any of this possible?


Yes, it can be done either on Monday or with other tools connected to Monday as well.

I’m unable to share my calendar here, please send me an email so we can set a call to go more in details about your project

Hey there @Yaraki and thanks for posting to the community forums!

This project is very similar to one CarbonWeb has done for a few of our clients. We have done this in a few different ways and I would love to connect with you discuss how we can get this done for you. Our team takes a component-by-component approach to ensure your environment is streamlined and flexible throughout the project.

If you would like to connect and discuss please grab some time with me here: Consultation - Ricky

Good luck as you get this setup!

Best regards,

Ricky Tomer

VP of Sales
Carbon Web Print, LLC
Schedule Consultation | Website
Phone: 440-462-7743 | Email :

Hi @Yaraki !

My team and I have a complete solution for your situation! We have created a system that solves the following pain points such as:
Loaned Inventory

  • Future Projections of Shipped Inventory

  • Quantities of Inventory (Automatic calculations when inventory is shipped)

  • Live Updates of Inventory Locations

  • Accountability for Responsible Parties involved with Inventory

  • History of items being shipped to certain Clients and Locations.

I would be more than happy to demo this for you in a 30-minute meeting for free! Please choose a date using my Calendly link here.

Thank you!

Hi @Yaraki :wave:

upstream can help. We are Platinum Partners, Preferred Partners and APAC Partner of the Year for 2020. Inventory management is something we are well versed in and can certainly provide you assistance with.

You’ll have access to our Solutions Engineers as well as our full stack Development Team who specialize in integrations and custom requirements.

Please feel free to return by email directly via alternatively you can book straight into my calendar for a meeting using the below link. I would be very interested to understand your use case in more depth and see how we can help you.

Meet with Peta

Kind regards,
Peta - upstream

Hi Yaraki,
If you are still looking out for some help, feel free to reach out to me as this is well within my area of expertise.
You can reach me on
Best Wishes,

Hey @Yaraki

Welcome to the community! You are in the right place to find someone.

My name is Kaya from Kick Consulting. We are a Silver Partner with and have a global team of 14 (project/change managers, implementation specialists, developers) who have a tremendous amount of knowledge. We would love to help you set up and optimise your monday!

We offer a complimentary 30-min initial meeting to discuss your pain points, needs, possible steps forward and options. You can book through this link. If you cannot find a suitable time, please let me know, and I will contact you with more availability.

I look forward to hearing from you.

Kick Consulting