Matching Automation in Build Your Own Automations

Feature requests
,
1

We’ve found the matching automation template to be very helpful in creating automatic connections to items, however, we wish it could be part of the automation builder options so we could include dependencies.

For example, when a column changes AND THE ITEM IN THIS BOARD, connect the item where Name matches Name in this board. We use the automation on several boards where we often have the same Name (and don’t have another column that would make sense to connect to).

2

Hey @daniwhetstone

We’ve developed an app called Connected Boards Automations. Which allows to run robust automations on connected boards column. In this case, you can solve this challenge by matching based on multiple criteria and then it will work.

Automatically connect items based on one or multiple criteria →

Screenshot 2024-08-06 at 16.24.26
Screenshot 2024-08-06 at 16.24.262300×392 27.2 KB

Also worth adding that it also supports -

  1. Automatically removing connecting.
  2. Syncing values between connected items.
  3. Cross-board automations (trigger in the connected board and action in the current board)

You can find it in the monday.com app marketplace in the platform or here - https://monday.com/marketplace/listing/10000321/connected-boards-automations-

Hope that helps!