Home  >   FAQs   >  How does the Create Record workflow action work?
FAQs in this section

How does the Create Record workflow action work?

Table of Contents

The Create Records workflow action creates records in a module when triggered. For example, you can create a workflow that creates a record in the Deals module when a lead’s Status = Hot.
Follow these steps to set up the action:

  1. Click the Add Action drop-down.
  2. Select Create Record.
  • This opens a window where you must enter record details.
  1. Enter the Action Title.
  • For example, Create a deal.
  1. Select Deals from the Create a record in drop-down.
  2. Enter the values on the right for the fields mentioned on the left.
    1. Click on the text area on the right.
    2. Select Raw text from the drop-down.
    3. Click on Select an option or type the field value.
    4. Click Save.
    5. Click the +Add Record Field button to add a new field from the Deals module.
      • Follow the steps above to fill out all the mandatory fields. 
  3. Click Save to save the action.
  4. Click Save to save the workflow.
To learn more about the workflow action, click here.
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2022 Vtiger. All rights reserved.