I need a way to transfer information from one card in “pipe A” to a new card in “pipe B” using an automation without the parent/child relationship. Can someone help me with this please?
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New card automation w/information transfer without parent/child relationship
Best answer by Leonardo Lucena
Hi
+1- Customer Support
- 53 replies
- Answer
Hi
Leonardo Lucena - Support Team
+14Hi
There is an option using integrations tools like Workato or Integromatic.
They can do what you need.
Good luck!
Ezequiel Souza
The pipe connection is fine. I just didn’t want the cards connected. I figured it out, but I appreciate the insight!
+14Hi Jorden
As I said using integrations tools like Workato or Integromatic you can “create cards between pipes” even that they aren’t be parent-child.
Good luck
Ezequiel Souza
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