Hi everyone, i have a Question, how can i create a card in a specfil phase in another pipe using an automatization?
Best answer by genietim
View originalHi everyone, i have a Question, how can i create a card in a specfil phase in another pipe using an automatization?
Best answer by genietim
View originalJust for reference if someone else searches for this; do you mind sharing your solution?
just create a pipe with the same fields in the start form as the original pipe, then create an automation that creates a new card in a phase of the pipe
I guess my suggestion would have been to have a field, something like “automatically move to phase ...”, that’s hidden and filled in by your automation. Then, you have another automation in the other pipe that moves the card if this field is present/filled in.
Just for reference if someone else searches for this; do you mind sharing your solution?
No account yet? Create an account
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.