Connect and Sync items & subitems across boards 🚀

Automatically connect items or subitems between boards — and keep all their matching fields synced in real time.



Sparkles What Makes This Automation Unique

This is not just another connection recipe — it’s a complete cross-board sync solution.
The Connect & Keep Items Synced automations combine the power of two key actions:
1️⃣ Auto Connection: Items (or subitems) are automatically linked between boards based on your matching rules.
2️⃣ Continuous Sync: Once connected, every column with the same name and type will stay synchronized across both boards — automatically, in both directions.
It’s the first and only automation that can connect and sync
  • Item → Item
  • Item → Subitem
  • Subitem → Item
  • Subitem → Subitem
With it, you can finally build fully connected multi-board workflows — where teams in different boards always see the same, up-to-date information.


Light Bulb When to Use It

Use Connect & Keep Items Synced whenever you want two or more boards to act as one:
  • When a status changes and an item should automatically link to a related record.
  • When a new item or subitem is created and should connect to an existing one based on shared data (like client name, project ID, or ticket number).
  • When you want instant bi-directional sync between boards without using mirror columns.

Movie Camera Video: “How and when to use Connect & Sync automations”:


Gear Available Automations

Trigger
Recipe (Exact Name)
Description
 ⁠⁠ On Status Change (Connect & Keep Items Synced)⁠ 
When item/subitem status changes to something, connect it to items/subitems on another board using this connect columns when this column matches another column and sync ALL future changes where column name and type match
Automatically connect items when a status changes, and keep all matching columns synced between both boards going forward.
 ⁠⁠On Item Creation (Connect & Keep Items Synced)⁠ 
When item/subitem created, connect it to items/subitems from another board using this connect columns when this column matches another column and sync ALL future changes where column name and type match
Automatically connect new items or subitems on creation and continuously sync all matching fields between boards.

How It Works:

    Choose your trigger:Decide whether to trigger the automation on item creation or when a status changes to a specific value.
    Select the entities:choose between items and subitems you want to connect between your boards.
    Select the connect column:Pick the connect column that will hold the link between the two boards. You have to add the connect column on the entities you wish to connect. If you need to set up one you can use this guide →  ⁠⁠Setting Up Connect Columns for Connect & Sync Automations⁠ 
    Define matching logic:Choose the columns in both boards that should be used to identify matching items (e.g., Client ID, Project Name, Ticket #).
For complete step by step guide →  choose the automation you need⁠ 

Movie Camera Video: “Creating Connect & Sync with item creation as the trigger”: