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.
![Example of the Custom object related to the Contact Object](https://storage.crisp.chat/users/helpdesk/website/348acba567d60c00/image_e8nd8x.png)
![Sample flow](https://storage.crisp.chat/users/helpdesk/website/348acba567d60c00/image_1n89joq.png)
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
![](https://storage.crisp.chat/users/helpdesk/website/348acba567d60c00/image_143rjfi.png)
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
![](https://storage.crisp.chat/users/helpdesk/website/348acba567d60c00/image_rle7zf.png)
Make sure that you type the exact Flow Api name
![](https://storage.crisp.chat/users/helpdesk/website/348acba567d60c00/image_12xr750.png)
Enable the Automatic Execution and check the action On Save
Click Save
Open LinkedIn and add a new Contact
![](https://storage.crisp.chat/users/helpdesk/website/348acba567d60c00/image_oqusb8.png)
Click Save
After the record is created, the flow is automatically loaded
![](https://storage.crisp.chat/users/helpdesk/website/348acba567d60c00/image_1b2wvz5.png)
Define the flow values
![](https://storage.crisp.chat/users/helpdesk/website/348acba567d60c00/image_1isjl5r.png)
The flow is closed after the execution and a new record is created 🎇
![](https://storage.crisp.chat/users/helpdesk/website/348acba567d60c00/image_1frfcu5.png)
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](https://storage.crisp.chat/users/helpdesk/website/348acba567d60c00/image_e8nd8x.png)
![Sample flow](https://storage.crisp.chat/users/helpdesk/website/348acba567d60c00/image_1n89joq.png)
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
![](https://storage.crisp.chat/users/helpdesk/website/348acba567d60c00/image_143rjfi.png)
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
![](https://storage.crisp.chat/users/helpdesk/website/348acba567d60c00/image_rle7zf.png)
Make sure that you type the exact Flow Api name
![](https://storage.crisp.chat/users/helpdesk/website/348acba567d60c00/image_12xr750.png)
Enable the Automatic Execution and check the action On Save
Click Save
How to use
Open LinkedIn and add a new Contact
![](https://storage.crisp.chat/users/helpdesk/website/348acba567d60c00/image_oqusb8.png)
Click Save
After the record is created, the flow is automatically loaded
![](https://storage.crisp.chat/users/helpdesk/website/348acba567d60c00/image_1b2wvz5.png)
Define the flow values
![](https://storage.crisp.chat/users/helpdesk/website/348acba567d60c00/image_1isjl5r.png)
The flow is closed after the execution and a new record is created 🎇
![](https://storage.crisp.chat/users/helpdesk/website/348acba567d60c00/image_1frfcu5.png)
Updated on: 06/03/2024
Thank you!