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Node - Add Record

[Add Record]: With this node, a new record is automatically added to the specified worksheet. In combination with the node [Get multiple data], you can add records in bulk.

Example: When a new record is added to the worksheet Contact, a corresponding record is automatically added to the worksheet Lead.

Configuration​

1. Set the trigger​

Select the worksheet Contact, and [Only when creating records].

2. Add the node - [Add Record]​

A：Select the worksheet you want to add records to. Here select the worksheet Lead.

B: Select [ Add a record] here.

If you need to add records in bulk, you can combine it with the node [Get multiple pieces of data]. View more details

C: For the added record, the value of the field can be set to a fixed value, to the value of the new record in Contact, or to a combination of the two.

D: When you create a record, you can associate this new record with the record that triggered the workflow in the Contact.

Tips:​

Relationship: Only records from the worksheet associated with the previous node can be selected.

Text: It is an input-based and unformatted control. It can be set to fixed content, selected from the node object, or a combination of both.

Amount/Number: It is an input-based and formatted control. You can set a fixed value or select the value of a dynamic field in the node object.

Members/Date/Level: It is a selection-based control and cannot be entered, but must be selected by clicking on it or by selecting a field of the same type from the node object.

The values of fields of special format have to be of the same type to be selected. For example, the telephone field in the Lead can only use the field value in the format of the telephone in the Contact.

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