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Automations that connect cards are useful when you need to transfer information from one process to another, creating a link between the source pipe and the destination pipe. This is extremely useful when, for example, a new employee is onboarding. You can create cards in the Employee Recruitment and Onboarding pipes that both contain the new employee's data.
🔔 Attention: you must have pipe admin or admin member permission to change settings. Furthermore, to view the automation, you must be an admin of the pipes involved.
Before creating the automation
First, you should already have the two pipes created and connected, with corresponding fields created in them as well.
An important detail to remember: the destination pipe fields must be the same as those in the source pipe. This means that you cannot create a Number field in the source pipe and create an Email field in the destination pipe, as they will not communicate properly.
If you use a field with options (like the Single Select field), the two pipes must have exactly the same options, including uppercase and lowercase letters. See the examples below:
Source pipe:
Destination pipe:
After creating and verifying that the pipes’ fields are identical, it's time to connect pipes. When creating the connection between the processes, activate the autofill option, then select the destination pipe fields that receive information from the source pipe.
Okay! We can now set up automation for connected cards!
How to create the automation
Click on the Automate button located in the header of the pipe, then Create automation.
In this example, let’s set an automation to create a connecting card to one that enters the Doing phase in a process. On the left side, select the trigger Whenever a card enters the phase, then select the desired pipe and phase.
Now let's choose to Create a connected card or record and define the target pipe.
The destination pipe fields will appear; it is here where we’ll match the fields. Just choose the corresponding fields in the source and destination pipe, like this:
That's it! Just click Create automation and choose a name. Run a test after configuring the automation to verify that it is running properly.
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