Streamline Data Synchronization for Seamless Collaboration
Effective data synchronization is crucial for organizations using monday.com for project management, workflows, and team collaboration. To help automate data movement and ensure consistency, we are enhancing our Lookup Sync app with a powerful new feature: Conditional Data Mirroring .
What is Lookup Sync?
Lookup Sync is designed to streamline data synchronization across multiple boards in monday.com. It eliminates manual data entry and ensures that information remains accurate and up-to-date across teams and workflows.
Key Benefits of Lookup Sync
- Automated Data Sync : Mirror data between boards based on predefined conditions.
- Improved Accuracy : Reduce errors by keeping information updated and consistent.
- Enhanced Collaboration : Keep teams aligned with real-time data synchronization.
Introducing Conditional Data Transfers
We are introducing a new functionality that allows data transfer based on specific conditions. Users will be able to set rules that determine when and how information syncs between boards, providing greater control and automation.
Current Features
- Field Mapping : Define specific fields to sync between source and destination boards.
- Multi-Column Mapping : Customize data mapping with multiple reference columns for precise connections.
- Error Handling & Logs : Real-time logs and error tracking ensure data sync reliability.
- Multiple Board Mapping : Sync data across multiple boards within a workspace.
Upcoming Enhancements
- Trigger Conditions : Automatically transfer data based on changes in status, priority, category, or any custom column .
- Automated Workflow Execution : Integrate Lookup Sync with monday.com automation to execute predefined workflows upon data transfer.
How Can This Help Your Organization?
Conditional data transfers can be customized to fit a wide range of organizational needs. Here are just a few examples Lookup Sync supports many other workflow automation scenarios based on your unique business needs.
- Task Management : Move a task to another board when its status changes to “Completed.”
- Sales & CRM : Transfer customer details to a CRM board when a deal reaches a specific stage.
- Inventory Tracking : Sync inventory updates when stock levels fall below a threshold.
We Want Your Feedback!
As we develop this feature, we’d love to hear from you! What conditions would help optimize your workflows? Share your thoughts in the comments and let us know how we can make this feature work best for your needs.
Try out the current version of Lookup Sync today and stay tuned for more updates as we continue enhancing your monday.com experience!