Sync values between connected items

Sync values between connected items

TL;DR: Push column values, dates, names, and updates between items that are already linked across boards. Triggers include column changes, status changes, button clicks, and new connections. Includes a bidirectional sync option for the truly two-way scenarios.
Category thumbnail — pending. Tracked in CONTENT-NEEDS.

When to use these automations

  • Items are already connected (via a connect column) and you want values to flow between them
  • You want a one-way push (this board → connected items) or a button-driven sync on demand
  • You want to copy item names, dates, or updates between linked records — not just column values
  • You need a rollup that sets a status when all mirror statuses on this board match a value

Before you start

  • Items must already be connected via a Connect Boards column on this board
  • For column syncs: the destination column must exist on the connected board with the same name and type
  • Read-only columns (Mirror, Formula, Last updated) can't be the destination

Top recipes — dedicated guides

Browse all recipes by data type

1. Column values

Push column values between connected items when a column changes, a status hits a target value, a button is clicked, or a new connection is created.
Use when: Owner, Priority, Status, Numbers, Text, or any "same name + same type" column should stay aligned between linked items.

2. Dates and offsets

Sync dates and timelines between connected items — match exactly, or offset by +X days/weeks when a status changes.
Use when: Project dates, deadlines, or timeline milestones should ripple between linked items on different boards.


3. Updates & mirror columns

Copy item/subitem updates to all connected items, and push mirror column values into real columns for use in further automation.
Use when: Comments and conversations should follow the connected item, or you need to act on data that arrives via a mirror column.

4. Names and text columns

Push item names into text columns, or rename connected items when an item name changes.
Use when: You need a static, exportable name reference, or all linked items must share the same name as their source.

Common gotchas

  • "Same name AND type" is strict. A Text column won't sync with a Long Text column even if both are named "Notes". Align columns first.
  • Read-only columns can't receive synced values. Mirror, Formula, and Last-updated columns silently drop the write.
  • Recipe trigger choice changes behavior. "When column changes" updates on every edit. "When status changes to X" only fires at the threshold. Pick based on intent.
  • Items must already be connected. These recipes don't create the connection — they assume it exists. Use a recipe from  Connect items across boards⁠  to set up the link first.

Related

  •  Connect items across boards⁠  — set up the connection first
  •  Connect + Sync⁠  — bidirectional sync (both boards can drive the change)
  •  Cross-board workflows⁠  — trigger actions based on connected item changes

Still stuck?

Email  hello@fantasymedia.io  and we'll help you pick the right recipe for your workflow.