Articles on: Chrome 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.


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


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

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