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hey this is Dan Lehman from automationhelpers.com and today were going to talk about how we can use Smart Suite automations to create a new record and Link back to the original record that triggered that automation wow does that sound like a mouthful well weve got a specific use case where this will make a lot of sense our example this time is that were a project management Services Company were providing services to our clients and so ultimately we want to be able to create and track projects but we have a sales team and our sales team is tracking their opportunities in their pipeline theyre tracking how much we estimate the project value to be their goals they want to be able to get signatures on this contract and then turn it over to our Professional Services team in this case we have this opportunity here and we can see its a negotiation and were just about to be able to actually book this project and so it would make sense that we would want to automatically create a new pr
