We have started with CRM template. We have boards contacts, organisations then boards for different services. if i create a student in a course board i would like that to connect to contact and organisation. cant work out how
I think our match automations might work best for you here, especially if you have values in your course board (i.e student/contact name) that match with the values in your secondary board.
Let me know if this is along the lines of what you’re looking for!
Thank you. Just have a look at the automations and I can’t find this one. Where is it?
@mmandeno - monday march automation works when item is created. If you are looking to create a repository board that auto connect items and sub-items between multiple board your should try VLOOKUP marketplace app.