馃啎 Action 路 Create record 路 Workflow Automation

We are super happy to introduce a new action for Supercharged Workflow Automations :zap:

Please welcome :sparkles: Create a new record :sparkles: as another action whenever the automation is triggered by an event.

Overview

The action 鈥淐reate record鈥 will create a new record in a specified app once it runs successfully. If you select the action, you can specify that one or more fields should be set to any text or a value from a previous step or both.

A simple use case

鈥淲hen a lead鈥檚 record is updated and if the status changes to 鈥渉ot鈥 then create a new record in the deals app.鈥

Some more insights

Tape鈥檚 checklist field is great for many purposes, and it鈥檚 a simple way to organize subtasks.
Learn more about the checklist field 鈫

The action 鈥淐reate record鈥 is designed so that you can add an assignee to subtasks. Files can be added to a file field with this action as well.

Create automation using the action 鈥淐reate a new record鈥

  • First automation block - Trigger - the 鈥淲hen this happens鈥 automation statement

    • Choose a trigger, for example When a record is updated
    • Set the trigger by selecting the app where the automation should be triggered
  • Second automation block - Filter - the 鈥淎nd if conditions are met鈥 automation statement

    • Set your filter to start actions only if certain conditions are met:
      • A field to be evaluated, at the first dropdown menu
      • An operator at the second dropdown menu, i.e., Contains, Does not contain, Is not, etc.
      • A field value - enter the field value for the selected field from the first dropdown. Note that the operators e.g. 鈥渋s empty鈥 and 鈥渋s not empty鈥 do not require you to input a field value
  • Third automation block - Action - the 鈥淭hen do that鈥 automation statement

    • Click on + Add action and choose between various actions
    • Set up your action based on the action you鈥檝e selected, like Create record in the simple example above
    • Click + Add field - every field type has its own row. Add as many as you like
      • Set up the action condition to create the new record:
      • A field to be evaluated, at the first dropdown menu
      • An operator at the second dropdown menu depends on the selected field type i.e., Set value, Set options, Set date, etc.
      • A field value - enter the field value for the selected field from the first dropdown
  • Click on Create automation at the top right

Edit and manage actions

The automation editor allows you to edit or manage actions and holds all the important details about your specific automation. To open the editor - click the card with the title of your automation at the gallery of the automation center. From this point, you can choose between various options. Learn more about 鈫


New to workflow automation by Tape? Here鈥檚 a summary of what you need to know about automation.

To enable any type of automation, you鈥檒l need to set up a trigger and one or more actions. Some automations also use filters.

  • A trigger is an event that starts an automation. The 鈥淲hen this happens鈥 statement. For example, 鈥淲hen a status changes鈥 Learn more about 鈫
  • Filters are optional and start actions only if certain conditions are met. The 鈥淎nd if conditions are met鈥 statement. For example, "only if the status changes to done" Learn more about 鈫
  • An action is an event the automation performs automatically after it is triggered. The 鈥淭hen do that鈥 statement. For example, 鈥渢hen send an email to a customer鈥 Learn more about 鈫

Check out how to create an automation 鈫