Automate your custom workflow by automatic executing a flow when a record is created or updated
This article will guide you through the steps on how to use a feature that allows you to run a flow after a record creation/update. This feature is especially useful when you have a custom workflow to automate.
One common scenario is when you have a related object to the contact object and you want to prefill the values after a contact is created. We'll use this as an example to demonstrate how to write this object after a contact is created.
Flow with your custom workflow. In this case, we will define the code value and create a new record associated with a contact.
⚠️Flow needs to have a variable of the type string/text with the name recordId
PipeLaunch supports both Autolaunched Flow and Screen Flows. Use an Autolaunched Flow if you don't need any user interaction
Go to PipeLaunch Settings > Chrome Extension
Select your object (in this case we will use the Contact object)
Add a New Flow
Make sure that you type the exact Flow Api name
Enable the Automatic Execution and check the action On Save
Click Save
Open LinkedIn and add a new Contact
Click Save
After the record is created, the flow is automatically loaded
Define the flow values
The flow is closed after the execution and a new record is created 🎇
One common scenario is when you have a related object to the contact object and you want to prefill the values after a contact is created. We'll use this as an example to demonstrate how to write this object after a contact is created.
Requirements
Flow with your custom workflow. In this case, we will define the code value and create a new record associated with a contact.
⚠️Flow needs to have a variable of the type string/text with the name recordId
PipeLaunch supports both Autolaunched Flow and Screen Flows. Use an Autolaunched Flow if you don't need any user interaction
Setup
Go to PipeLaunch Settings > Chrome Extension
Select your object (in this case we will use the Contact object)
Add a New Flow
Make sure that you type the exact Flow Api name
Enable the Automatic Execution and check the action On Save
Click Save
How to use
Open LinkedIn and add a new Contact
Click Save
After the record is created, the flow is automatically loaded
Define the flow values
The flow is closed after the execution and a new record is created 🎇
Updated on: 06/03/2024