I’d like to set up logic/automation so that when we win a deal and moved it into “won” category in our pipeline - that a new record is generated in our production table so that we can start planning for the project. Any ideas on how to do this?
CRM to production Logic sequence/automation
+18Hi @Jordan_Sanchez - this should be pretty straightforward with an Airtable automation:
TRIGGER
When record matches conditions in table A (e.g. status = won)
ACTION
Create a record (in table B)
It might make sense to have a linked field in table B referring to table A so that you have the connection for all time, but that’s not mandatory
Hi @Jordan_Sanchez - this should be pretty straightforward with an Airtable automation:
TRIGGER
When record matches conditions in table A (e.g. status = won)
ACTION
Create a record (in table B)
It might make sense to have a linked field in table B referring to table A so that you have the connection for all time, but that’s not mandatory
Thank you! I’ll try this today and I’ll report back!
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