On Item Creation

These automations run right when a new item is created on your board. They help you instantly link new tasks, deals, tickets, or projects to existing items on other boards — without needing to manually set up the connection.




Bar Chart Available Automations Recipes

Location
Recipe
Description
4
When an item is created, connect with connect column all/first items on another board where this column matches another column using this logic and this logic.
Connect a newly created item to matching items on another board.
5
When an item is created, connect with connect column all/first items on another board where this column matches another column using this logic and this logic. (Reverse)
Reverse connect: create the link from the other board when an item is created.
18
When an item is created, connect with connect column all/first items on another board where this column matches another column and this column matches another column using this logic and this logic.
Connect a newly created item to matching items (based on 2 columns matching) on another board.
17
When an item is created, connect with connect column all/first items on another board where this column matches another column and this column matches another column using this logic and this logic. (Reverse)
Connect a newly created item to matching items (based on 2 columns matching) on another board. create the link from the other board.
20
When an item is created, connect with connect column all/first items on another board where this column matches another column using this logic and this logic. If there’s no match create a new item and connect.

Setting up automation:

    Click on one of the recipes to open the setup screen.
    Fill out the recipe fields:
Fields:
  • connect columns - Choose the connect column from the board you are setting the automation on or the one you are connecting it's items (in reverse mode) or create one.
  • all/first - Decide whether to connect all matching items or only the first match
  • another board -  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.