Move Record
Easily automate moving your records from one list to another with the power and simplicity of working automation.
Transcript
Getting Started
- Go to Automations under any App.
- Click the + Automation button at the top-right corner.
- Select the desired trigger and add the necessary conditions.
- In the action step, select “Move Record”.
- Please note that if you select Webhook or Recurring as the trigger, you can’t use “Move Record” unless you select it as a sub-action of Find Record.
- In the next step, select the record that you want to move.
- Select the target App and List.
- Start mapping the fields from the original list into the new list.
