Hello Fadi,

Thank you for your response. Yes, you understood but not properly in a correct way i think. The goal is to create a new project in the project module once a task or project in the CRM reaches a specific stage (e.g., the Proposition stage). The new project should have the same name as the task or project that triggered the automation.

Here is a more detailed explanation of the requirements and the issues encountered:

1. Current Functionality: Using Studio, we can create an automation that triggers when a lead in the CRM reaches a specific stage. This automation, as you've shown, creates a record within the CRM module.
2. Desired Functionality: Instead of creating a record in the CRM module, the automation should create a new project in the project module. The new project should inherit the name of the task or project that reached the specified stage in the CRM.
3. Challenges: The current setup in Studio is limited to creating records within the same module (CRM in this case). We need to extend this functionality to interact with the project module.

Hello,

If I understand correctly, you want to let's say create a new project once your lead in your CRM reaches the Proposition stage for example. Is this what you want to do? If so, you can do it using Studio like so:

which will give you this: