🎬Update Record Action
Automatically update the status of a record, change the assignee based on a specific status, link a lead to an existing contact if the phone number matches, and much more can be achieved with this action.
Transcript
Getting Started
- To start go to Automations under any app
- Click create the + Automation button at the top-right corner
- Select the desired trigger and add the necessary conditions
- In the action step select “Update Record”
- Please note that if you select Webhook, or Recurring as trigger you can’t use update record unless you select it as a sub-action of Find Record.
- In the next step you will select the record that will get updated, you will notice that the options are
- Triggering Record: This is the record that caused the automation to trigger.
- Triggering Record - Linked: You can select any record that is linked to the Triggering Record through a linked list field.
- Output Record: if you’re using Find Record, this will select the record that matches the find criteria.
- Output Record - Linked: You can select any record that is linked to the Output Record through a linked list field.
- Each of the options mentioned above will be preceded by a number, the number refers to the automation step.
- Then you can map the values you’d like to fill the fields of the records that will be updated.
- Hit done, and you’re good to go!
Case Studies
Case 1
- Install the SaaS Product Management template
- Go to Automations
- Check the automation named “Bounced” you will notice the following:
- The trigger is Record updated, and it’s monitoring the Status field
- The condition is
{{Status}} = #Planned# and {{Went To Testing}}which means the action will only get executed when the task had been through Testing and then returned to “Planned” - The action is Update Record, it will simply reassign the task to whomever worked on it in the first place.