How to Automate Moving Leads to Contacts and Linking Them to a Company Simultaneously?

Platform discussions Special workflows & use cases
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Hi everyone!

I have three boards in Monday.com: Leads, Contacts, and Companies.
The Leads board contains data such as First Name, Last Name, Email, Company Name, and other relevant information.

I want to create an automation that performs multiple actions simultaneously:

  1. Moves an entry from the Leads board to the Contacts board.
  2. Creates a new entry in the Companies board (if the company does not already exist).
  3. Automatically links the newly created company to the transferred contact.

Does anyone know how to configure this automation so that all steps happen at the same time? If anyone has an example setup, I’d really appreciate it!

Thanks in advance for your help! :blush: