Trigger: Record Created

The Record Created trigger (record.created) fires a workflow as soon as a new record is created in your CRM, Projects, or Boards modules — a deal, a task, a board item — regardless of whether a user created it by hand, the AI created it, or an external integration did.

When it fires

It fires immediately after the new record is saved, before any later updates.

Requirements

• The relevant module (Boards, CRM, or Projects) active in the workspace.

Trigger configuration

• Record type: leave blank for any type, or set deal, task, item, etc. to narrow it.

Available variables

• $record.object_type — Type of record created
• $record.object_id — ID of the new record
• $record.workspace_id — Record's workspace

Example

A workflow triggered by record.created with Record type = deal: every time a new deal is created in the CRM, the workflow automatically creates a matching item on the "Sales Follow-up" board so sales works it from there.

Tips

• If your process is specifically about CRM deals, check the semantic "Deal Created" trigger (deal.created) first — it's built for sales-sequence use cases.
• Use this to alert Team the moment a new lead comes in, without waiting for someone to check manually.

Troubleshooting

If the workflow fires more often than expected, check whether an integration is duplicating records (e.g. a Zapier flow and a web form both writing at the same time).