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Creating a new record when a record is updated

  • February 15, 2023
  • 1 reply
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Hi - I'm trying to make an automation that moves the information from one record to a new table, when the status of an application is changed to 'successful' - so the applicant will join a successful applicants table.

1 reply

TheTimeSavingCo
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What problems are you facing setting this up?  An automation with the "Record meets conditions" trigger to match that 'successful' thing, followed by a "Create Record" action seems like it would do what you're looking for