Use data from actions in subsequent actions within automations
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Jesse Parker
Currently, when building an automation with multiple actions, it seems I can only use data from the trigger step in my actions. If I take and action after the trigger, I would expect to be able to use data from my trigger step AND my subsequent action step.
Use case: I have an automation that when a new record is created in the "bookings" table, create a record in the "cleaning assignments" table and associate that record with the booking. But for some reason, while the cleaning record is associated with the booking, the booking record is not associated with the cleaning record (this seems like odd behavior in itself, especially since I am using a linked records field).) So I would like to grab the name of the cleaning assignment from the first action to use it to link the cleaning assignment to the booking in the second action.
Nate Montgomery @ SmartSuite
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Jon Darbyshire
Great to hear your perspective, Jesse Parker! I have a few more questions for you:
- Can you provide more details about the current process of associating the cleaning record with the booking record?
- What is the expected outcome when the booking record is associated with the cleaning record?
- Can you elaborate on the impact this issue has on your workflow or business process?
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Jesse Parker
Jon Darbyshire you bet! Here's a Loom video describing the issue and request: https://www.loom.com/share/409c5c2991224d52933ad3a638426941?sid=ddfa9007-0314-4a7f-a237-668f779210ff