On Item Move

This automation triggers when an item is moved to the board where the automation is set from a specific source board you choose. After the move, it connects the arriving item to matching items on a different (third) board using your connect column, match columns, and logic. It’s ideal for intake flows where items land in a staging board and must be linked to records elsewhere.

Bar Chart Available Automations


Location
Recipe (Exact Name)
Description
31
When an item is moved to this board from another board, connect with connect column all/first items on another board where this column matches another column using this logic and this logic
Triggers when an item is moved into the current board from a chosen source board, then connects that item to matching records on a separate (third) board based on your selected connect column, match columns, and connection logic.

Setting up automation:


    Click on one of the recipes to open the setup screen.
    Fill out the recipe fields:
Fields:
  • Another board #1 - Choose the board that when items move to the board you are setting the automation on, it will trigger the automation
  • connect column - Choose the connect column from the board you are setting the automation on or create a new one.
  • all/first - Decide whether to connect all matching items or only the first match
  • another board #2 -  Pick the board whose items will be linked to this board items
  • This column - Select the column(s) from the board where you set the automation that you want to use for matching against the other board.
  • Another columns - Select the column(s) from the other board that should be matched with the column(s) you chose on your board.
  • This logic :
Choose how to handle multiple connections:
  • Override existing connections – replace current connections with the new ones.
  • Add to existing connections – keep current connections and add new ones.

  • This logic:Choose how to handle empty values:
  • Match empty values – allow empty values to trigger a connection.
  • Don’t match empty values – prevent empty fields from creating connections.
  • 
3. Click "Create Automation"