Automations work this way:
Every time an event happens in the pipe,
The automation will perform an action as consequence.
In this case, the event is when a card is created in a process phase or by the start form.
How to create this automation?
First, choose the event When a card is created. After, select the action the automation needs to perform:
1. Create a new card or record
When a card is created in Pipe 1, a new card is also created in Pipe 2 with the corresponding fields.
Another option is to create a new record in the database after a card is created in a Pipe. To learn more, click here.
2. Create a new connected card or record
When a card is created in Pipe 1, another card with the corresponding fields is created in Pipe 2. What you fill in on card 1 is automatically filled on card 2 (and vice versa).
Another option is to create a new record in the database after a card is created in a Pipe. What you update on the card is directly updated in the database.
3. Move the parent card
The "parent card" is a card that contains other connected cards to it (which we call "child cards"). In this automation, when "child cards" are moved to a phase, the "parent" card is also moved within a pipe.
4. Update a field’s value
When a new card is created, its fields are updated with the information you selected when creating the automation. For example: labels or assignees.
5. Move card
When a card is created in a phase, an automation moves the same card to another phase.
6. Send an email
When a card is created, the automation sends an email to an assignee or the person who created the card. To make this happen correctly, you need to have created an email template (or create one from scratch when activating the automation).
After finishing the automation configuration, give it a name and click on Create automation. We recommend that you test your automation after saving it. As a test, you can create a card in Pipe to check if the automation works as planned.