When the conditions of the automation are met, you can create new records on any of your existing Apps. Just click on 'Create {App Name}' to get started.
The form to create a new record for the selected app will appear. Here is where you can add or specify relevant information for the creation of the record.
Some fields have the option to manually specify the information or get it from the record that is triggering the automation.
| From | Description |
| Triggering Record | When this option is selected, you can specify the field from which you want to get the information. This field will be one of those available in the App for which the Automation is being created. |
| Record |
This option allows you to assign an independent value to one or more of the fields of the record that will be created by the automation. This is particularly useful for those fields that should have a unique value that is not related to the triggering record. It could be a great way to set a placeholder to remind the team members to update the information. |
Note: If the label below the field is 'From Record' it means that the option enabled is actually 'From Triggering Record' and vice-versa.
Example - Create a Task
Let's say that you want to remind your Sales Rep to review and update the information of all new contacts and to give them a call, but only if they are not already 'customers'. To do so, you can create an automation for your Contacts App, with the following configuration:
Name: New Contact Automation
App: Contacts
Trigger: On Create
Conditions
| Field | Operator | Value |
| Lead Status | Is Not | Customer |
Actions
Click 'Add New' and then Create Task. You will need to create two Tasks, one for the ToDo to update the contacts information and another one to contact them through a phone call. Each action should look something like this:
| Configuration | Action 1 | Action 2 |
| Type | ToDo | Phone |
| Description | Update contact's information | Call new contact |
| Source App | Contacts | Contacts |
| Source Record | Click on 'From Triggering Record' | Click on 'From Triggering Record' |
| Due Date |
Click on 'From Triggering Record', select the field 'Created'. |
Click on 'From Triggering Record', select the 'Created' field. |
| Assigned To | Click on 'From Triggering Record' | Click on 'From Triggering Record' |
| Overdue | No | No |
| Note | Optional. You can add more information about the task at hand. | Optional. You can add more information about the task at hand. |
| Due Date Field | Due Date | Due Date |
| Delay | Leave empty. We want to make sure the automation creates the task right on the day the new Contact was created. | 3d (this will add 3 days to the creation date to make sure reps have enough time to review the contacts information before making that first contact) |
| Use Working Calendar | Yes | Yes |