Using a Button to Create a New Item in Another Board (Real Estate Use Case)

Platform discussions Special workflows & use cases
1

Hi everyone,

I’m working on a setup for a real estate agency and hoping someone can point me in the right direction!

Here’s the structure I have:

  • A Properties board
  • A Contacts board (buyers/sellers)
  • An Offers board – this pulls in data via Connect Columns from the Properties and Contacts boards, and also contains additional offer-specific details
  • A Sales board – this is where finalised, accepted offers should go

What I want to do:
I’d like to add a button column to the Offers board (labelled “Offer Accepted”) which, when clicked, will automatically create a new item in the Sales board. Ideally, the new Sales item would be pre-filled with the data from the Offer item — including related property and contact info — without the user needing to manually re-enter anything.

My questions:

  1. Is this possible using Monday automations?
  2. How would I go about mapping the data from the Offer item into the new Sales item?
  3. Can I dynamically include connected column values in the new item?

Any guidance (or even example workflows) would be hugely appreciated!

Thanks in advance!

2

I do this all the time with sales. Which product (CRM/Work Management, etc) and level (Pro/Enterprise) do you have?

3

That’s great to know it’s possible!

I use Work Management Pro :slightly_smiling_face:

4

This is a great automation template to use.

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