Automations work this way:

  • Every time something happens in the pipe,

  • The automation will do something else as consequence.

To create this automation, you can connect cards in different pipes.

The automation creates a card that's already connected to another card, in a different pipe.

Their fields (assignees, emails, or connected database records) will be the same and automatically updated in both pipes.

How to create new connected cards?

First, choose an event for your automation.

1. When a card is created

Every time a card is created in pipe 1 → the same card is created in pipe 2. The card is a connection between pipes 1 and 2.

  • Connected card setup:
    You can match fields that exist in pipe 1 and pipe 2 to update their information automatically.

    For example, if both fields are email field types, it makes sense for those fields to be connected.

2. When a card enters a phase

Every time a card enters a phase in pipe 1 → the automation creates a connected card in pipe 2.

3. When a field is updated

Every time a field is filled out in a pipe → a connected card is created with the same information, in another pipe.

4. When all connected cards are moved to a phase

Every time all connected cards move to a specific phase, in a pipe → the automation created connected cards in another phase of another pipe.

5. When an alert is triggered

Every time a card receives a late, expired, or overdue alert → the automation creates a connected card in another pipe.

6. When an email is received

Every time a card receives an email (in a specific phase of the process) → the automation creates another card, in another pipe, with the same email history.

Related articles:

FAQ:

Did this answer your question?