1. How do you handle the issue with the 10k contact limit and infinite scrolling? 2. How did you resolve the problem with duplicates that are created every time an item is created? 3. And how do you establish links between contacts and organizations when the data comes from external tools like Z a p 1 er?
@OfficialNerdSingh2 ай бұрын
Thank you!
@YusofTahiry-wk4by3 ай бұрын
Thank you!
@myrrhwinston24153 ай бұрын
What if you want your employee to show up in a column on the Master Board ie Items in the employee board match the Items in the Master Board? Your genius method of selecting all in the employee board doesn't work, since clicking on the Connect Board columns will only let you select 1 item :(
@OmnitasConsulting3 ай бұрын
Go into your Connect to board Column settings and make sure "Allow linking to multiple items" is checked.
@eliweissman3584 ай бұрын
Is there a way to group items by month; so i want to group all the items that were created on May then an other group on items created in June and so for?
@OmnitasConsulting4 ай бұрын
By using the “group by" feature ( support.monday.com/hc/en-us/articles/4452237638546-Group-your-board-by-anything) that is available in the monday.com Dev Product you can group your board by a date column. This will create groupings of Past dates, Today, This week, This month and Future dates. If you want it grouped by each month of the year instead you can add a status column with one label for each month and tag the items based on creation month to group by that column instead. If you do not have the DEV product you can use the sorting feature to arrange the items by the month they are created in or add one pre-filtered view for each of the months. We hope this answers your question. If not, just reach out and we'll help you further!
@jocelinjohnston30914 ай бұрын
"Promo SM"
@paulleonardo88214 ай бұрын
Great work! clean tight to the point 5 star ! Loved the match automation thats a game changer ... thank you Aaron
@OmnitasConsulting4 ай бұрын
We're happy to hear you found this video useful!
@wakheet4 ай бұрын
Very interesting
@SamuelRodriguez7537 ай бұрын
Hey great video! But as a suggestion try to make smaller your cameras and bigger the screen, I couldn't see lot of things... But keep it up great content!
@OmnitasConsulting6 ай бұрын
Hi! Thanks for the feedback. We have changed our webinar platform so our new webinars should be crisp and easy to see everything! :)
@hancock_sam8 ай бұрын
Super useful. Thanks. Pls do more of these, like the short and succinct concept.
@OmnitasConsulting8 ай бұрын
Thank you, glad you liked the video!
@tim-labelcaster8 ай бұрын
You talk about an automation called auto connect. I cannot find that. Is it one of your custom ones?
@OmnitasConsulting8 ай бұрын
Hi and thanks for watching! Auto connect is one of our apps. It's an app thats is much more versatile then the native monday.com match automation. The app is free to try for 14 days and you can find it here: monday.com/marketplace/10000064
@vijaibalaiah8 ай бұрын
How do i automate the date for a sub-item?
@OmnitasConsulting8 ай бұрын
Hi! Thanks for your question. There is no trigger for when a sub item is created. To solve this you can try the app Autoboost. Here is a link to the app: auth.monday.com/marketplace/10000112?referrer=14179343
@Ken-rw2vh9 ай бұрын
☀️ 'PromoSM'
@VincentGB9 ай бұрын
Short and sweet, thank you!
@aeonjoey3d10 ай бұрын
if only the mirror could filter OUT completed items. it's useless for us because though you can sort it, it only allows for a 'earliest to latest', or 'earliest' or 'latest' but doesn't care what's completed or not, so it's always useless.
@mariancastillo958210 ай бұрын
❤
@sg834510 ай бұрын
The only problem, in my opinion is that most sass companies require you to be on enterprise plans in order to get API access. This makes it costly for smaller companies (I’m currently experiencing this with Monday and pandadoc)
@aaronripper2810 ай бұрын
Such a cool video you guys rock!
@OmnitasConsulting10 ай бұрын
Thank you! Glad you enjoyed the video.
@TheAfroAndTheOmega10 ай бұрын
So helpful! An excellent walkthrough
@OmnitasConsulting10 ай бұрын
Thank you. Glad you enjoyed the video!
@olivostok10 ай бұрын
Thank you. Is it possible to populate this column with dates of items already created?
@OmnitasConsulting10 ай бұрын
Thank you for watching! You can do it manually by looking at each item's date in the activity log, or automatically by using the API to fetch the creation date and populate the date column with it. I hope that answers your question otherwise let us know!
@user-lt2fo6pc2y10 ай бұрын
Good explanation!
@OmnitasConsulting10 ай бұрын
Thank you, glad you enjoyed the video!
@whoreallycares86810 ай бұрын
Sorry but this does not provide any added value. You dont actually show how to create a webhook.
@OmnitasConsulting10 ай бұрын
Hi. Thanks for notifying us! The video was miss titeled and is now changed.
@ericcotton409411 ай бұрын
Very helpful. Thank you
@SFOOB11 ай бұрын
Is it possible to create subitems inside subitems? @OmnitasConsulting
@user-sj6tm8df2q11 ай бұрын
toppen - Tack. Bra info.
@OmnitasConsulting11 ай бұрын
Hej! Kul att videon var behjälplig.
@leeabrahams9889 Жыл бұрын
Perfect!! Exactly what I needed!
@lecf08 Жыл бұрын
yeah, after this I might go to Zapier. Thanks guys!
@eljosedb Жыл бұрын
Gracias bebé
@jakenawrocki3155 Жыл бұрын
How would one map a parent item column to a subitem column? Specifically I am trying to map a connect boards column on the parent item to a connect boards column in all of its subitems (so that the subitems are connected to the same board as the parent). When I try to map to the subitem connection column, I cannot find it in the "Column Values to Change" list.
@OmnitasConsulting Жыл бұрын
cant use connect to board columns between main and subitems
@stephanhammond5499 Жыл бұрын
💕 Promo sm
@wasay456 Жыл бұрын
A major step is missing. When you click Connect the first time, you have to verify the URL by sending back a challenge. No documentation how to do that. Having a hard time doing this, so nothing else works.
@OmnitasConsulting11 ай бұрын
Hi, sorry for the long response time here. Do you mean when you click connect inside monday when creating the webhook integration? If so what you need to give it is the webhook endpoint that you created inside make. Also - since the shift from integromat to make you should NOT be using the custom webhook feature/app in make but instead the module in the monday.com app called watch events. Hope that helps - otherwise feel free to reach out to us through our website.
@normanrichardson5879 Жыл бұрын
Great Video, But the problem I'm having is that when a new customer is created In items, the subitems do not. How do I over come this
@OmnitasConsulting Жыл бұрын
If you want predefined subitems to be created, set it up through automations.
@agencewebdixfractions Жыл бұрын
Thanks a lot! I was struggling to find a way to do that
@geeksdontpanic Жыл бұрын
Quick videos for quick questions. This is the way. Love it
@servicioalclienteadazio9811 Жыл бұрын
Amazing, thank you very much !
@avk2384 Жыл бұрын
Thanks for the video! Can you color code columns (blocking columns visually)?
@katielangton2785 Жыл бұрын
Hello, thanks so much for a brilliant video! I have followed all the steps and I am almost completely set up with this. I have one problem however. Once the customer sends in a ticket, it is created on our system, we send a response and the customer receives it. If the customer responds to the email they receive from us regarding their request, how do I set this to appear in the conversation flow (when you click the blue speech bubble)? Please let me know Thanks
@OmnitasConsulting Жыл бұрын
Hey! To get incoming emails to appear in the conversation bubble you can set up the Gmail/ Outlook integration "When an email from this email column is received, add it as an update". You could also Use the monday.com native app Emails & Activities which automatically track all in and outgoing emails.
@allison447 Жыл бұрын
well explained. Good process for the overall CRM. Do you guys like Zoho, JobNimbus, Monday, or other for a sales pipeline in a construction business?
@OmnitasConsulting Жыл бұрын
Hey! I would no matter of industry choose monday.com CRM over Zoho any day. We have no experience from JobNimbus and cant give honest feedback on that service.
@ZiegfriedK Жыл бұрын
Thank you!
@OmnitasConsulting Жыл бұрын
You are welcome!
@cheaptube4918 Жыл бұрын
Thanks for this guys! =) I've been struggling with the GraphQL. This helped me understand and use it for the first time.
@OmnitasConsulting Жыл бұрын
So glad to hear! Be sure to subscribe to our channel and/or to our newsletter and we'll make sure that you get pinged when we release something new :)
@hunajiri Жыл бұрын
Formula with multiple mirrored values not work yet 😕
@OmnitasConsulting Жыл бұрын
Hi - no, not yet. This is because that is actually given as an array. But you can recreate that feature easily enough with make.com.
@danielvanommen9056 Жыл бұрын
When setting the period to reoccur every 2 or so weeks, when does that start from? the day you set it?
@josephpatterson9993 Жыл бұрын
Thanks, great job! a wonderful presentation that helped me tremendously. I have Constant Contact; what USA platform would you recommend?
@OmnitasConsulting Жыл бұрын
Hi @josephpatterson9993, actually we would probably recommend MailerLite as it stands today due to superior deliverability. :)
@Josh-gi8ht2 жыл бұрын
It was incredibly frustrating to try to follow along with this only to discover none of the ID or column options were available to me in Make. But I cant figure out how he got those IDs because they were all pre-populated and never addressed.
@OmnitasConsulting2 жыл бұрын
Hi Josh, I think I understand what you are struggling with. Yes Lucas showed prebuilt scenarios, what you need to to is fetch the Schema. That means when you are creating your scenario, press run once and then activate the trigger, it will then run and fetch you your information. I would also perhaps tip you to have a look at this webinar kzbin.info/www/bejne/oYnaoGdvn85pjsU where Viggo goes through this step by step and in detail :D hope this helps!
@mose38052 жыл бұрын
𝓅𝓇𝑜𝓂𝑜𝓈𝓂 ❣️
@top3adm482 жыл бұрын
thanks
@extusjustin77912 жыл бұрын
Hey @Omnitas, does ths work with subitems as well?
@OmnitasConsulting2 жыл бұрын
If you mirror the subitems to the main item you can use that column to do subitem based conditional coloring, but only on the main item.
@extusjustin77912 жыл бұрын
@@OmnitasConsulting Could you do a video on this?
@OmnitasConsulting2 жыл бұрын
@@extusjustin7791 Hi - we almost have. Use the information you have in this video and combine it with this video kzbin.info/www/bejne/gqLRfqGQnbl3h8k The mirrored columns are treated like most other columns when using them for conditional coloring :)
@larrybelo2 жыл бұрын
Why nothing to sale SIM card and phone … this is note good for me that’s why all keynote will be automatically change …. Im sorry but this is big corruption ……
@OmnitasConsulting2 жыл бұрын
?
@larrybelo2 жыл бұрын
No need bank account
@OmnitasConsulting2 жыл бұрын
Solved
@tejasv0412 жыл бұрын
Can you tell me the app name that auto lookup from another board(Contact) to Main board(Lead) using unique value. I looked into Monday App Marketplace but I didm't find it.
@OmnitasConsulting2 жыл бұрын
Hi Tejas. The app we are using is one of our own. It should be out on the monday.com marketplace any day now. It is called Auto Connect. www.omnitas.se/auto-connect/ But for now if you only need simple rules, you can use a pre-made automation called match automation in monday.com's automations. Here is a link to find automations: kzbin.info/www/bejne/kIWneZKEq6xliK8 Hope this helps you. I will post a link to the marketplace when the app is up.
@OmnitasConsulting2 жыл бұрын
That is our auto connect app that enhances the functionality of the native monday.com match automation. The app is currently in review for the marketplace. n the meantime it can be installed through this link: auth.monday.com/oauth2/authorize?client_id=33919861afce2836d934de2854dffb70&response_type=install
@tejasv0412 жыл бұрын
Thanks,@@OmnitasConsulting , But I'm in hurry, can I get it on my Monday account for trail to show our management the Power of your app. Can you please arrange any trial link to use it. Actually tomm. is my CRM board presentation, and i requers on very urgent basis. Humble request.
@OmnitasConsulting2 жыл бұрын
@@tejasv041 I the meantime it can be installed through this link: auth.monday.com/oauth2/authorize?client_id=33919861afce2836d934de2854dffb70&response_type=install
@tejasv0412 жыл бұрын
Also wanted to add, my source column will be DropDown column, so whatever values which are in DropDown column that should be fetch to connected board.