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Create a Record Action

Create a new record in a given collection
This action allows you to create a new record in a given collection. You can specify the fields that it should be created with, including linked fields. For example, you can create a new interaction record when you send an email to a contact

Setup 'Create a Record' action

  • Simply choose the collection in which you want to create your record
  • Choose the different fields you want to fill
  • Specify the values for each field, these can be static (fixed) or dynamic (from another record in scope like the workflow trigger)