Creating automation between CRM and Project Managment


I am trying to figure out if it’s possible to create and automation below use case:

Deal is registered in CRM and status changes to win once that’s done I want a new projected crested under Project management with that clients name and other information and also same with work management to track hours.


Hi @Seanmm :wave:

Sounds like you could benefit from this recipe:

With the above, when your status in the CRM changes to ‘win’, you can create an item in another board (your project management). You will be able to map which columns/data come across from the known CRM details - provided you have the columns set up to receive that data in the project management board.

Give me a shout if you need a hand navigating that - or indeed if this doesn’t suit and you had something else in mind :slight_smile: