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