How to Automatically Create an Employee Record When a New Application is Submitted

Hi Inistate Community :wave:

Goal:
Set up automation in your system so that when a new entry is created in the Applications module, a corresponding record is automatically created in the Employee module using the Perform action.

Description:
In this example, we’ll configure an automation in the Applications module that triggers after a new application is created. This automation will perform the “Create” action in the Employee module, mapping data from the application to the employee record.

Steps / Instructions:

1. Open the Applications Module

  • Go to the Applications module where new applications are submitted.

2. Add Automation to the Create Event

  • In the Applications module, click on Create to edit its settings.
  • Click Do After to specify what happens after a record is created.

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3. Add a Perform Action

  • In the automation block, click + Add Action.
  • Select Perform.

4. Configure the Perform Action

  • Module: Select Employee.
  • Activity: Choose Create.
  • Click Expand Property to map fields from Applications to Employee.
    • Example: Application Name → Employee Name
    • Example: Application Email → Employee Email

5. Save the Automation

  • Click OK to save the Perform action settings.
  • Save the module configuration.

6. Test the Automation

  • Submit a new application in the Applications module.
  • Check the Employee module — a new employee record should be automatically created with the mapped values.

Overview of automation block

Result

Submit new application.

Automatically create an employee record

:bulb: Tips / Notes:

  • Ensure both modules have the necessary fields to map data correctly.
  • Use clear and consistent field names to make mapping easier.
  • You can extend this automation with additional conditions or actions if needed.

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