I use a monday.com as a CRM for my company.
The main board has different columns and my goal scenario is as follows:
- I change the meeting date column value to a certain date
- I change the client status column to “meeting scheduled”
- After that, an event is created on at the chosen date, with the name of the client from the “name” column in the title.
I was looking for many different options but couldn’t find the right configuration since make doesn’t get all the needed fields.