Skip to main content

[Solved]Create item with connection to another board

  • March 28, 2024
  • 2 replies
  • 137 views

DanielSoderlund

Hello,

My use case is to present reported time for a customer in Monday CRM.

We are using monday CRM and external reporting system.
I have created a flow in postman that takes the data from our report system and creates a new item per reported post.

As I understand I need a connection column in my board to connect the item to a organization board in CRM.

I’m trying to find a way to do it.

  • Store the Monday CRM item ID for the customer in our reporting system ( don’t know if I can add that kind of meta data ), then when I create the item I can create the link as well.

  • Do a search for the item based on name(I haven’t found any way to do that)

Any other idea or solution?

2 replies

DanielSoderlund
  • Author
  • Participating Frequently
  • March 28, 2024

Solved with it with a automation in Monday,


Matias.Monday
Forum|alt.badge.img
  • monday.com Team Member
  • March 28, 2024

That is great @DanielSoderlund !!