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Link new creative requests to related deal records

Automatically monitor new creative request items across monday.com and normalize titles with Formatter by Zapier. Create and update request records when requests match a deal, when titles are normalized, or when relation fields updateβ€”so you can attach context, update links, and notify teams without manual matching.

How this automation links deals to creative requests

When new creative request items are created but context stays disconnected, request owners waste time tracking down the right deal. This automation normalizes titles, finds matching deal records, filters no-match cases, and updates the request relation fieldβ€”so owners see opportunity context immediately.

  1. 1.Detects new creative request item

    Integrate monday.com and request boards to detect new creative request items from the configured requests board.

    monday.comor swap with your favorite app
  2. 2.Normalizes the request title

    Integrate Formatter by Zapier and text normalization tools to transform the request title into a search token for matching.

    Formatter by Zapieror swap with your favorite app
  3. 3.Finds the matching deal record

    Integrate monday.com and deal lookup workflows to search the configured deal board using the normalized token.

    monday.comor swap with your favorite app
  4. 4.Stops when no match exists

    Integrate Filter by Zapier and conditional routing tools to continue only when a qualifying deal match is found.

    Filter by Zapieror swap with your favorite app
  5. 5.Updates the request deal relation

    Integrate monday.com and relation column mapping tools to update the request and set the deal relation to the found record.

    monday.comor swap with your favorite app

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Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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