The Create Record Actions lets you automatically generate a new record with precise control over which fields are filled out. You can define the relationship between this new record and the one that triggers the automation, ensuring everything stays connected. Customize only the fields that matter most to keep your automations efficient and focused.

How to Set Up the Create Record Action

Name: Enter a name to identify the action.

App: Select the app where the new record will be created.

Set Fields: Define the values for the fields in the new record. You can add as many as needed, but it’s best to include only the fields that are essential.

• Field: Choose the field that will be set on the new record.
• Set From:Select how the value will be defined. There are two modes:
  • Static Value: Select a predefined value configured in the app’s settings.
  • Triggering Record: Use the value from the same field in the record that triggered the automation.

Learn more about automation actions: Read this article.