# Create Records

The Create Record action automatically creates a new record in your system when a workflow runs. This is one of the most powerful actions — it lets you auto-generate invoices, tasks, orders, or any other type of record without manual data entry.

For example, when a Sales Order is approved, you could automatically create a Sales Invoice with all the relevant details carried over.

## Steps

1. **Drag a "Create Record" action onto the canvas** — Find it in the actions section of the left sidebar.
2. **Click the block to configure it.**
3. **Choose the record type** — Select what kind of record you want to create (e.g., Sales Invoice, ToDo, Project, Purchase Order).
4. **Map the fields** — Use the field mapper to tell the system what values to set on the new record. You can use:
   * **Fixed values** — Type in a specific value (e.g., set Status to "Draft").
   * **Dynamic fields** — Pull values from the triggering record (e.g., set Customer to `{{customer_name}}`).
5. **Connect the block** — Draw a line from the previous block to this one.

![connected workflow](/files/kzt9Jbflrl9wEQdCMOXu)

## Common examples

* **Auto-create an invoice** — When a Sales Order is submitted, create a Sales Invoice with the same customer and line items.
* **Create a follow-up task** — When a Quotation is sent, create a ToDo assigned to the salesperson to follow up in a few days.
* **Generate a project** — When a Sales Order is confirmed, create a Project record so your operations team can start scheduling work.

## Related pages

* [What Are Actions?](/workflow-automation/workflow-builder/actions.md)
* [Update Records](/workflow-automation/workflow-builder/actions/update-records.md)
* [Assign To](/workflow-automation/workflow-builder/actions/assign-to.md)


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