New no-code automation: Create Financial Records from Searched Records
Hey all! We’re releasing a new automation in a beta/experimental phase for you guys to try! We’d love to have some feedback on it, but we do warn that as a beta release it may not be 100% reliable yet
This automation will search for records in a table by a date field (and optional filters) and generate child child records in a different table. Afterwards, it will update the original records by adding one month to the date.
You can use this to create automatic financial records of clients’ subscriptions! Paired with other automations, you can even send emails and invoices to your clients