Assign Tags

Assign tags to a specific record

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With the action “Assign Tags”, you can assign tags to a specific record automatically when the chosen trigger is activated.

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Trigger -> Action

The most important thing about a trick is understanding its conditions and actions. They have a simple generic structure:

When the condition (trigger) happens, then do (action).
Trigger -> Action

How to create

You just have to click on the "+ Automations" icon on the upper right corner of the screen to open the No code automations panel, and then on the "+ Create new automation" button:

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Select the trigger of your choice to activate the action, then select the "Assign Tags" action, and fill in the options:

  • Choose tab:
    *Choose the tab where the record to be updated is
  • Choose tags field:
    • Choose the "Tags" field you want to update
  • Choose record:
    • Choose the record which will have tags assigned to
  • Choose tags:
    • Choose the tags to assign

Click on save

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