Cut and paste records between tables

This automation lets you automatically move records to another table when they enter a view (e.g. by checking a checkbox or selecting a dropdown option). By moving, we mean copying the record to another table and then deleting the original one.

Sometimes you just don’t need some records anymore and you want to ‘archive’ them. You don’t need records to be in the same table where your main work is. You don’t want to keep adding filters on every view just to exclude them, or they are getting in your way for whatever reason.

Copying Records?

If you need to copy records instead of moving them, you should check our other automation.

Features

  • When a record gets added to a specific view, it’s automatically moved to another table.
  • After the record is successfully moved (copied) to another table, the original record is deleted automatically.
  • The job can be scheduled to run regularly or triggered by a Webhook.
💡Heads up

The other table -where the records are moved in- should have all the same fields that the original table has.

Use Cases

This automation can be useful in a lot of scenarios. You can use it to:

  • Archive disqualified sales leads
  • Move tasks/projects to another table

Released

Last Updated

Supported features

Third Party Integration

FAQ

Most frequent questions and answers

There is no limit on how many bases you can install miniExtensions on. Learn more

 

Unlimited. To learn more about how our limits work, see this article.

 

We have instructional videos for how to use each one of our extensions on the product page. They guide you step-by-step of how to set them up.

 

Yes! A discount is available for annual plans.

Submit your request here and we will get back to you as soon as we can.

 

New Releases