Sorry for the slow reply on this. Had some time off and have been playing catch up for the year.
I’ve had my work around built and it is working a treat.
Step 1 is to confirm all details are filled out.
To help with this I have made a nice obvious warning that an email will be sent. This is the default status.
There is a red status with an arrow reminding the user to prefill all the info.
Step 2 is to change status to “send email”.
This triggers this integration.
It also triggers this automation.
The email that is sent to the customer looks like this.
Step 3 is for the customer to reply and the user to update all the columns in monday appropriately.
I hope that helps @jjay.lewin with your use case or anyone else with a similar process.
Cheers,
Elliot.