I have a board called Deals, which tracks all the deals I’m currently working on. It includes the following columns:
Deal
Contact (Connect Board column)
Job Total
Proposal Status
Accounting Scope Link (Connect Board column)
Invoice # (Mirror column)
Deposit Status (Mirror column)
Send to Accounting (Button column that creates a new item in another board)
When the sales team clicks the Send to Accounting button, an automation creates a new row in the Financial Account board. The automation successfully passes the Job Total to the Financial Account board. However, I am unable to auto-pass the Contact (connect board column) and Deal Source (connect board column) to the new row in the Financial Account board.
The Financial Account board includes the following columns:
Scope (Scope of work from the deal we landed)
Deal Source (Connect Board column linked to the Deals board)
Contact (Mirror column)
Total Payment
Invoice #
Payment 1
Payment Status
Payment Date
I need assistance figuring out how to pass the Contact and Deal Source columns automatically into the Financial Account board when the automation runs. Currently, it seems that connect and mirror columns cannot be directly passed through the automation. Any advice or workarounds would be appreciated!
Following as I am having the same exact issue right now. I am hoping it is a bug that Monday will fix because I determine another way to copy the information over that I need.
When I run my tests, I can see the automation log in the run history and it shows as “in progress” then nothing happens and it completely disappears from the run history and there’s no record of it (success, in progress or failed), super weird.
To automatically pass the Contact and Deal Source columns to the Financial Account board, create regular columns (e.g., text or dropdown) for these fields in the Financial Account board. Then, modify the automation to use a Set Column Value action to copy the values from the Deals board’s Contact and Deal Source columns to the new columns. Unfortunately, Connect Board and Mirror columns can’t be passed directly via automation, so this workaround should help automate the process. You can also explore using Scarlet to streamline data handling between boards.
Thanks! Those are the automations I attempted to use. The mirror column shows as an option, but it does not work. The automation logs as in progress and then disappears from the run history and nothing happens.
Tried this but I’m unable to auto pass Connect board columns - basically I need to auto link the Deal name column (Connect board column) in the accounting board to connect to the Deal board.
