How to Set Up Keep Client-Facing And Internal Boards Synchronized

What This Does

Teams maintain separate boards for internal tracking and client visibility, but keeping them in sync is manual and error-prone.

Zorpa syncs dropdown values between internal and client-facing boards. Update internally, client board updates automatically.

Complexity: intermediate | Feature: Cross Board Sync

Prerequisites

• A Monday.com account (any plan)
• At least one board with dropdown columns
• Zorpa installed from the Monday Marketplace

Step-by-Step Setup

Step 1: Identify internal and client-facing board pairs

Navigate to the Monday.com Marketplace, search for "Zorpa", and click Install. Add it to the board where you want dropdown automation.

Step 2: Set up sync rules for shared columns

Once installed, open your board and switch to the Zorpa Board View. You'll see the Rules tab where all your automations are configured.

Step 3: Configure which direction sync flows (internal → client, or both)

Click "Add Rule" and select the dropdown column that should trigger the automation.

Step 4: Test with a sample update

Follow the on-screen prompts to complete this configuration step.

Step 5: Enable

Follow the on-screen prompts to complete this configuration step.

Real-World Examples

Software Development Agencies

Dropdown: Sprint Task Status (Not Started, In Progress, In Review, Done) Trigger: When value changes to "Any status change on internal board" Action: Mirror simplified status on client portal board Impact: Outdated client board = client anxiety + unnecessary check-ins

A dev agency's clients want to see project progress. The PM spends 20 minutes every morning copying status from the sprint board to the client board. Zorpa eliminates this daily chore.

Management Consulting

Dropdown: Deliverable Status (In Progress, Internal Review, Ready for Client, Client Review) Trigger: When value changes to "Status change to Ready for Client" Action: Update client-facing board + send notification Impact: Client doesn't know deliverable is ready = delays

A consulting engagement has 30 deliverables. Each time one is ready for client review, the consultant updates the internal board, then the client board, then sends an email. Zorpa handles steps 2 and 3.

Marketing Agencies

Dropdown: Content Status (Drafting, Internal Review, Client Review, Revisions) Trigger: When value changes to "Any status change" Action: Sync to client visibility board with mapped statuses Impact: Clients calling for updates because their board is stale

An agency managing content for 10 clients. Each client has a portal board. Account managers update both internal and client boards after every status change — a daily time sink.

Troubleshooting

• Rule not firing? Check that the dropdown column is correctly selected and the trigger value matches exactly (case-sensitive).
• Form submissions not triggering? Ensure you're using Zorpa's form-safe trigger mode, not a standard column change trigger.
• Actions not executing? Verify that the target person/column exists and that Zorpa has the necessary board permissions.

Next Steps

Once your first rule is working, consider adding:

• Cascading dropdowns to validate data entry
• Cross-board sync to keep multiple boards aligned
• Additional trigger rules for other dropdown columns

Install Zorpa to get started.