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.
Example: Create Customer Success Record when Deal is won
- Add an Automation
- Set a Trigger
- Select Stage Updated
- Select from Any Stage to Won
- Click Save
- Click on + icon
- Click on Add Action
- Select Create Related Entity
- Select the Relationship Field in which the new record will be created
- Enter the New Entity's Name
- Hint: Use a merge field to name the new record with the name of the deal
- Select the Owner Type
- Select the Stage in which the new record should be created in
- Select any Automations to be started on the new record upon its creation
- Click Save
- When the automation is complete, click Save.
- When you are ready for your automation to run, update the Active? Toggle
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.