When a Record is Created With Conditions
Select any action to occur as soon as a record is created with specific field values
With the trigger “When a record is created with conditions”, you can select any action to occur as soon as a record is created with specific field values
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:
Select the "When a record is created with conditions" trigger, and fill in the options:
- Choose the table in which the trigger will run
- Write the conditions that must be met, such as with a record is created and the Approval Stage field matches with "Ask for more info", then the trigger will run.
Save this and choose an action.
Updated over 2 years ago