Node: Link Record

The Link Record node connects an existing Boards (Projects) card to a CRM deal and/or a contact — without creating anything new. It's the lightweight counterpart to "Create Project from Deal", meant for reconnecting records that already exist separately.

When to use it

• A Projects card was created manually and you want to associate it with the matching deal or contact.
• A workflow fires from a deal and you need the board card to record that link.

Requirements

• The card, deal, and contact you want to link must all belong to the same workspace; otherwise the link is silently ignored.

Configuration

• Item (card): the card id to link; if left blank, uses the card that triggered the workflow.
• Deal: the deal id to link; if left blank, uses the deal from the trigger.
• Contact: the contact id to link; if left blank, uses the contact from the trigger.

Example

Board automation "when a card is created manually" → Link Record node with deal_id={{$trigger.deal_id}}, reconnecting the newly created project to the deal that originated it.

Tips

• You can leave every field blank if you just want to reinforce the current trigger's existing links.
• The node never fails the workflow: if there's nothing resolvable to link, it simply skips.

Troubleshooting

• The link doesn't persist: check that the ids belong to records in the same workspace and that none of them were deleted.