Hello,
I am having trouble making some automations from within a workspace. I have about 5 apps in the workspace and I want to be able to create the lead in another app when I click a trigger and delete it from where it lived currently. I have tried it, however all it does is delete the record, it doesn’t create a new one to the other app.
Thank you!!
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Hi @Jimena.carino and welcome to the community. 
Your automation should look something like this 
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I have tried this, however this did not work. I went to try to see if the trigger would work, however the record still lives in the same place and a new record has not been created either. Is there something else I need to include?
Hi @Jimena.carino - there’s a few potential issues causing your flow to not work as expected. In the screenshot below I’ve highlighted the top 4 steps I would take for troubleshooting the scenario you described.
- Try to view your automation runs and see if any errors are logged that might help you identify what to fix.
- Make sure you have valid entries for each field being populated in your new app.
- A delay step shouldn’t be needed for the flow you explained, but depending on complexity, it might help avoid errors when a delete step is involved.
- Order of operations matters here! Make sure your delete action step is the last step in your flow. If any data is being deleted before being used to populate your new record that could cause issues.
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This is how mine is looking and I have added values. Maybe I have added them wrong so how would that be done?
Hi @Jimena.carino it all sounds a little frustrating for you a couple of things:
- I notice you are running a simulated run this can often give you misleading results.
- We could really do with seeing your Automation in full to fully understand the issue- please feel free to DM me more details if you don’t want to post the details for all to see.
Jason
Thank you, where can I? through email?
I have sent you a DM which you should be able to reply to you can find it in your inbox at the bottom of the menu top right of this forum:
This was fixed offline, the trigger filters were slightly incorrect which was preventing the automation from running as expected.
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