1.Detect new subitem on board
Integrate monday.com and project boards to map the subitem title and parent item reference for lookup inputs.
Update project subitem with timecard and milestone details
Automatically enrich new project subitems in monday.com across CRM timecard data and milestone context. Update subitems with totals, milestone names, and approver datesβso you can keep milestone details visible without manual board edits.
How this automation updates milestone details in your projects
When new monday.com subitems appear, missing CRM timecard and milestone context can slow milestone reviews. This automation watches new subitems, looks up timecard and milestone records, formats dates, and updates your board fieldsβso your team sees clear milestone context.
monday.comor swap with your favorite app
2.Find timecard record
Integrate Salesforce and CRM search tools to find the timecard record using the mapped subitem title or identifier.
Salesforceor swap with your favorite app
3.Find milestone record
Integrate Salesforce and CRM lookup tools to find the milestone record using the milestone ID from the timecard search.
4.Format approver date
Integrate Formatter by Zapier and date parsing tools to format the CRM approver date for display and board entry.
Formatter by Zapieror swap with your favorite app
5.Update subitem fields
Integrate monday.com and field mapping to update subitem totals, milestone name, formatted date, and notes with CRM values.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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