Connected Boards Automation

How to Use

  1. Install the Connected Boards Automation app from the monday.com marketplace.
  2. Watch the video tutorial on how to use the app.
  3. Click on the Integrate button on board view.
  4. Search using app name Connected Boards Automation.
  5. Click on the App card.
  6. Configure your board connections and automation rules.

The Easiest Way to Automate Connected Boards on monday.com

Manually managing connected items across boards? It's time-consuming, error-prone, and doesn't scale. Our app brings true automation to connected boards — making it easy to sync data, trigger cross-board actions, and maintain clean, accurate connections across all your workflows.

What You Can Automate

✅ Smart Connections

Link items between boards using flexible matching logic

✅ Dynamic Rules

Match one or more columns, auto-connect the first or all matches

✅ Two-Way Linking

Create connections from either board — even reverse link back

✅ Instant Syncing

Keep columns in sync across boards (text, status, numbers & more)

✅ Offset Dates

Auto-adjust connected dates based on project shifts

✅ Mirror-Aware Logic

Use mirrored values to drive actions on your current board

✅ Connection Cleanup

Auto-remove links when an item is moved or deleted

✅ Live Updates

Sync item updates across connected boards without manual steps

✅ Scalable Architecture

Works with complex workflows in CRM, PM, and ops boards

Real-World Use Cases

Auto-link deals between your CRM and delivery boards
Shift timelines in multiple boards when a master schedule changes
Mirror task status or budget from one board to another
Move or assign tasks based on activity in a connected item
Keep cross-functional teams aligned without manual data copying

Why Choose Our Connected Boards Automation?

Problems Solved

  • Manual management of connected items across boards
  • Time-consuming and error-prone data synchronization
  • Lack of scalability in cross-board workflows
  • Inconsistent data across connected boards

Benefits & Results

  • Automated data synchronization across boards
  • Smart cross-board action triggers
  • Clean and accurate connections maintenance
  • Scalable workflow automation

Use Cases

  • CRM to delivery board automation
  • Multi-board timeline management
  • Cross-functional team alignment
  • Automated task assignment and movement

Need Something Custom?

We support complex workflows. Reach out for tailored logic or integration help.

Get Started Today

Ready to automate your connected boards? Contact us for support or book a demo to see it in action.

Email Us Book Demo