1.Monitor new enrollment item in board
Integrate monday.com and onboarding boards to capture the new enrollment item and extract item title for comms lookups.
Update live enrollment comms status from setup board lookup
Automatically monitor new enrollment items across monday.com and your setup board. Create and update comms statuses when a new enrollment item is added or items are titled differently or setup board comms decisions appearβso you can find the no comms stage, filter qualifying records, and update enrollment status without manual board checks.
How this automation updates your comms status automatically
When a new enrollment item is created in monday.com, coordinators can see the wrong communications status. This automation searches your setup board and filters no comms required records and updates the enrollment itemβso your team can keep enrollment comms correct without manual board checks.
monday.comor swap with your favorite app
2.Search setup board for matching item
Integrate Code by Zapier and setup board data to search by item title and return the matched comms stage and reference ID.
Code by Zapieror swap with your favorite app
3.Proceed only when no comms is required
Integrate Filter by Zapier and decision rules to continue only when the matched setup stage indicates no comms required.
Filter by Zapieror swap with your favorite app
4.Update enrollment status from decision
Integrate monday.com and workflow fields to update the enrollment item status using the matched no comms decision.
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