Automation Actions: Create Related Entity


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: 


1. Add an Automation


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  

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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.

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