SmartSuite Automation To Create Linked Records

In this video, we use SmartSuite Automations to create a new record and link it back to the original record we triggered an automation from.

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[YES_technical]

Probably worth noting that you can also link to a record in an automation using that record's Record ID. Very useful when you have non-unique record titles.

[brunofrank]

Hi! Great tutorial. Can we have this kind of automation when importing records from a csv?

[grantsmall_Ngenious]

Hi Dan, this was very helpful. You mention in the video that you had linked the fields in opportunities and projects. Were is the original field. I am assuming that it is in Projects and the linked field is in Opportunities. Am I correct?

[joaoramalhosa]

Hi Dan,
Thanks for your video.
I would like to know if after we move the record "new Branding Rolout" from opportunities to projects, would there be a possibility to automatically delete that record in opportunities, because it will be duplicated in our solution.
Thanks.

[MarkOtley-fd]

Every time I use automations I get Your Automation **** has encountered an Error