Purpose: The Kizen Automation engine has an Action step allowing you to create a new record tied to a relationship field on Contact or on Custom Object records. This functionality is an efficient first step to automate information movement between Custom Objects and/or Contacts
Below you will find an example of creating Customer Success Record when Deal is won:
2. Set a Trigger
3. Click on Stage Updated
4. Under Trigger Settings, select from Any Stage to Won
5. Click Save
6. Click on + icon
7. Click on Add Action
8. Select Create Related Entity
9. Select the Relationship Field in which the new record will be created
10. Enter the New Entity's Name
Tip: Use a merge field to name the new record with the name of the deal
11. Choose the Owner Type
12. Select the Stage in which the new record should be created in
13. Select any Automations to be started on the new record upon its creation
14. Click Save
15. When the automation is complete, click Save.
16. When you are ready to run your automation, move the Active? Toggle on
Related Topics
Use a Modify Related Entity step to automate the movement of information from the current entity to the new entity.
Explore other Automation Actions in this article.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article