I am creating an inventory management system for my company. That system is comprised of a few different boards. For example, one for “kits” and one for “customers”. The kits board uses the connect boards column to associate a customer with the kit they purchased. I would like to create an automation to send an email to the customer when their kit has shipped. I am having issues doing this because the email is on the customer board and I can’t seem to utilize a mirror column to populate the email address. Does anyone have a thought on how to accomplish this?
I find my self in the same situation… Have you found a way?
At the moment, you cant do that natively in Monday, but there are a couple of options depending how technical you are…
Option 1. replicate the “Mirrored” column in to a actual column. You can do this with General Caster, and have an integration that copies the replicates the column across so you can then use it in the email.
Option 2. Create a webhook, and then use Make/Zapier to read data from board tables and send the email. Make is particularly good for this as you can also use HTML formatting in the email making it look much nicer.
Does this help?
Hey @nsheetz86 and @Claudiafm!
We actually do have a solution for you, and we’ve used it with a couple of our clients for similar situations. You could do this by creating an automation on the Contacts board:
“When [linked column] changes, send email to [contact email]”.
This automation works as long as the connection between Contacts and Orders is a 2-way connection. and it works because when an order is connected to a contact, the linked column on the Contact board changes, and will then trigger the automation.
Let me know if that makes sense. We’d be happy to help if you need!
Tanner
tanner@elevateops.io
Monday.com Consultant
Hi Tanner,
Thank you for your answer, I think I follow you, but not sure this set up is working the way I’ve set up my ideal communication flow.
Summary, I have a high level board with all general data of all the projects currently active and a column with finance email to where the project is related too.
Then I have an individual board per each project. In this board I have different items, which some are invoices that I’d like to send to finance email, taking date from the high level board connection.
Also I have many columns in different individual project boards, changing. Is your automation still doable with this set up?
Thank you