First time use

In this example we will use two boards: Clients and Support Tickets board. New support tickets are created via monday form, and both boards have common Email column.

To automatically link support ticket with client:

• Add 'Connect Boards' column to Support Tickets board and connect it with Clients board.
• Install integration on Support Tickets board:
  • When item is created, create link in Connect Boards Column when Column matches with Column on linked board.
  • For Connect Boards Column select Clients column.
  • For Column select 'Support Tickets > Email' column.
  • For Column on linked board select 'Clients > Email' column.
  • Click 'Add to board'

When new entry is created, integration will search Clients board for matching email, and it will add link 🎉.