Move to Next Stage

Move a card to the next stage in the workflow

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With the action “Move to Next Stage”, you can move a card to the next stage in the workflow 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 "Move to Next Stage" action, and fill in the options:

  • Choose tab:
  • Choose stage field:
    • Choose the field containing the stages of your workflow.
  • Choose the id of the record to be moved:
    • Choose the id of the record to be moved

Click on save

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