New to the Forum but been playing with Monday for a bit, hope you’re all well.
Surly this should be a thing! I’ve got some great guys at Monday helping with this but I’m struggling to understand why this isn’t already a thing.
I’ll try and be brief
Signage Company
BOARDS
Lead
Project - Multiple Boards - Vehicle Wrap - Signage - Print
Procurement
Production
Install
Handover
Accounting
Complete Job.
That’s the short of it. All I need is to Connect “My CRM” with a Column "Client " and a Mirror Board with a column “Company” and for these boards to run through the full system, all boards have automation. But this isn’t supported which is painful, If someone could guide me either on a work around or another option, I’m all ears. FYI I have another system in Monday and it this works?? Monday can’t tell me why but I need this to work on this board.
Lets say we have 3 boards. Board 1. called NEW LEADS, Board 2 QUALIFIED LEADS and a 3rd board called MY CONTACTS which is a list of clients.
When I move an item between boards 1 and 2 with an automation the connected board (3) information is lost. The item column is there but empty. That’s the basic principal of the issue.
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 →
Automatically connect items based on one or multiple criteria whenever the item moves →
