Create Group If Does Not Exist Yet

Platform discussions Special workflows & use cases
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1

Hi There. I am looking to set up an automation or workflow. This is how I’d like it to go:

  1. A new item is created via a form in one board
  2. Use the name of the new item to check for a group of the same name in another board
    3a. Opt A. If group exists, create new item in that group
    3b. Opt B. If group DOES NOT exist, create group and create item in this new group

Is something like this doable? I also use Zapier, so if there are options there I am open to it. Any guidance that can be provided is greatly appreciated.

Thank you!

2

Hi @cp40 :wave:

Thanks for your post!

I’m afraid it’s not currently possible to trigger the creation of a group based on an item name.
That said, I would love to hear more about your use case, to get a better understanding of your needs, and make better suggestions :slight_smile:
Are you able to expand a little on what you’re looking to achieve here and how this would help?

We can then see if there are any alternatives we can suggest!

Best,

Dani

3

Hello @cp40,

You can check out the Duplicates and Uniques app. It will help to achieve almost exactly what you are looking for. Here is a video demonstration of a similar task. You can write to support@kolaai.com should you need any help with the app.

4

Hi, I would love that feature or something similar. Here is my use case:

A new project is added as a line item in a Projects Overview board. We then create a group with the same name in a Production department board manually and add all the tasks for that project within the gro

Thanks

5

Yes, such automation is possible using tools like Zapier. You can set up a script that, when creating a new item in one board, will check for a corresponding group in another board and, depending on the result, create a new item in an existing group, or create a new group and place the item there.

6

Hi @cp40 ,

This can be done using Make.com .

With Make.com , you can automatically organize tasks in Monday.com based on form submissions. When someone fills out a form, Integromat checks if there’s a matching group in Monday.com. If it finds one, it adds the task there. If not, Integromat creates a new group and adds the task to it. It’s a seamless process that saves you time and effort

As a complimentary, here is our magic link to get 1 Month Pro plan free (10,000 operations)

https://www.make.com/en/register?pc=msquare

If you need any implementation support kindly contact us

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