Hi,
I’m trying to wrap my head around adding activities to the ‘Emails & Activities’ feature in Monday CRM by using an automation.
Here’s my use case:
- When someone downloads my e-book, I want to show that in the ‘Emails & Activities’ widget of the contact view.
It seems to be the case that when I create an activity from within the view, it gets created in the ‘Activities’ board.
However, when I create an activity from that same Activities board and link it exactly like the one I just created was linked, it doesn’t show up in the ‘Emails & Activities’ view.
Any clue how to add activities in here via automation and/or API?
Ideally I have something like this automation, but then I can trigger it via Make
Thanks in advance!