Articles on: Browser Extension

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.


Requirements


Example of the Custom object related to the Contact Object


Sample flow


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 🎇



Troubleshooting


This feature can get stuck on an infinite loading screen in several ways, all related to Salesforce being unable to establish a connection to our servers from your local machine:

  • because of your browser cookies preferences and local software setup
  • because of your Salesforce CORS and trusted websites preferences
  • because of your local IP or regional network restriction


Browser preferences and local software


CORS

CORS issue can be easily discarded by visiting Setup -> Security -> CORS in Salesforce

Having installed PipeLaunch Salesforce package, you already automatically setup everything. You should see these allowed domains:


https://api-ce.pipelaunch.com
https://api.pipelaunch.com
https://plce.pipelaunch.com


Local IP or regional network restrictions

  • if you use a corporate laptop or Chrome browser account controlled by your organization, BlockExternalExtensions policy must be off and there should be no domain restrictions for PipeLaunch (see the list of approved domains above);
  • if you are working in a corporate workplace or under a corporate VPN, it is highly advised to consult someone from your organization about IP, regional restrictions and corporate firewall. Our servers run on AWS eu-central-1 (Germany, Frankfurt)


If none of the above proved to be useful, feel free to reach out to us via help@pipelaunch.com. However, it is crucially important for you to attach a screenshot of your browser console (F12 or right mouse click -> inspect )


Screenshot example

Updated on: 11/02/2026