Expected results: 

Save time by automatically updating information in your pipe's fields 

What is this useful for?

Use automation to update fields in your pipe with data from database records

Save time by not having to manually fill in all your employee data every time they open a new request, while ensuring you're always using the most updated information from your customer database.

Before you get started you'll need to:

  • Create a database with the records where you'll add all your employee data (such as name, email, phone, address, etc.)
  • Create a connection field in your pipe's start form where you'll select the employee record;
  • Create the fields you'll wish to update with your record's data (ex. Employee name, email, phone). Make sure the fields are the same type of the fields in the database. If they're in the start form, make sure you can edit them in other phases.

How to:

  • Access the automation page by clicking on the automation option in your company dashboard;
  • Click on 'Add new automation';
  • Our event will be 'When a card is created' in pipe Purchase Process.
  • Our action is 'Update a field's value'.  We'll then add all the fields we wish to automatically fill in one by one, matching with the field we want to 'grab' the information from.
  • Let's name and save the automation and from now on, every time a new card is created in your purchase process, the employee data fields will automatically be filled with the data from that customer's database record.

More ways to…

This automation can also be used to update data in the parent pipe from the child card connected via connection field

Ex. When a project card is moved to phase on hold, the field 'reason for being on hold' is updated with the reason for being on hold filled in the task (child) card.

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