Record created
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Starts as soon as a new record of this type appears — through the form, the API or by hand. The trigger for everything that comes first: greet, assign, move into the opening stage.
Step by step
- On the Records page open the menu at the top right, choose Automations and then Create automation — automation deliberately has no navigation entry of its own.
- Under When does it run? choose the trigger Record created.
- Save with Save trigger.
- Set the steps through the plus — commonly Set assignee, a welcome email and a stage change.
- Switch the automation on at the top right and create a test record.
Does it fire on import as well?
Yes, every new record counts. If you want an automation for day-to-day work only, make the first step a filter on the source.
Does it run for records of another type?
No. An automation belongs to exactly one record type; others are none of its business.
When exactly does it start — before or after the files?
After the record is fully created. If a record arrives through the API with documents, the file fields are already filled when the automation starts.
What about records that already exist?
They are not affected. The trigger only looks forward; for existing records use a trigger tied to a date or a stage.
Can I put two automations on this trigger?
Yes. They run independently and in no fixed order — anything that builds on each other belongs in one automation.