> ## Documentation Index
> Fetch the complete documentation index at: https://support.getskara.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Record

* The **Create Record Action** in Salesmate Smart Flows allows you to automatically generate new records based on the defined criteria within your flow **Topics covered:**

* [How to Configure Create Record Action](#how-to-configure-create-record-action)

* [Practical Example](#practical-example)

### How to Configure Create Record Action

While setting up a Smart Flow, select **Create Record** Action.

<img src="https://mintcdn.com/salesmate/T6cMZydntnSICuu7/smart-flows/smart-flows-actions/images/mceclip0-4.png?fit=max&auto=format&n=T6cMZydntnSICuu7&q=85&s=2543f938ef94b14019b890665fe4e22b" alt="mceclip0.png" width="2689" height="1704" data-path="smart-flows/smart-flows-actions/images/mceclip0-4.png" />

Once the **Create Record Action** is selected, configure it by providing the following details:

* **Name:** Assign a clear and descriptive name to the action to easily identify its purpose in the flow.

* **Description:** Provide a brief explanation of what this action does and the type of record being created.

* **Effective Module:** Select the module where the new record will be created, such as Contacts, Deals, or Tasks.

* \*\*How do you want to create a record?\*\*Choose one of the following methods:- **Using creation form:** Manually fill out the form to define specific details for the record.

* **Using record variable:** Automatically populate the new record with data from an existing variable within the flow.

* **Association Logic:** Determine whether the newly created records should be linked to other modules.Once the configuration is completed, hit **Save**.

<img src="https://mintcdn.com/salesmate/8bRY4dtUWfxi5DH6/smart-flows/smart-flows-actions/images/mceclip1-5.png?fit=max&auto=format&n=8bRY4dtUWfxi5DH6&q=85&s=dd9413285348cdf75cea7d58ae2f3dbb" alt="mceclip1.png" width="2693" height="1698" data-path="smart-flows/smart-flows-actions/images/mceclip1-5.png" />

### Practical Example

Whenever a new lead is added to the CRM, Smartflow automatically creates a follow-up activity and assigns it to a specific teammate.

<img src="https://mintcdn.com/salesmate/8bRY4dtUWfxi5DH6/smart-flows/smart-flows-actions/images/mceclip11-2.png?fit=max&auto=format&n=8bRY4dtUWfxi5DH6&q=85&s=cb9982bf1ca05b5555a819db47fd5047" alt="mceclip1(1).png" width="1920" height="869" data-path="smart-flows/smart-flows-actions/images/mceclip11-2.png" />

<img src="https://mintcdn.com/salesmate/T6cMZydntnSICuu7/smart-flows/smart-flows-actions/images/blobid0.png?fit=max&auto=format&n=T6cMZydntnSICuu7&q=85&s=8f059416022e96fd5c290def49315ca8" alt="blobid0.png" width="1920" height="869" data-path="smart-flows/smart-flows-actions/images/blobid0.png" />
