When a Record is Created With Conditions

Select any action to occur as soon as a record is created with specific field values

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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

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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 "When a record is created with conditions" trigger, and fill in the options:

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  • 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.

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