I'm still trying to fully understand automations and am struggling with creating one/some to create multiple records in different apps and then linking them all back together. Here is my workflow process for background understanding...
We get a PO from a B2B client with multiple products on it. I first go in and enter each product & its quantity as records in my Line Item app. I then create a record in my Job app with order details like date, account, etc. I already have an automation running and working successfully to connect those line items with that job when I set the job to a certain status.
Here is where my automations aren't fully functioning. When I create that new Job, I want an automation to create an invoice record in my Invoice app, and a packing slip record in my Packing Slip app and link it all together. So the Job, Packing Slip, Invoice, and Line Items are all linked together. I've gotten parts of it to automate successfully but not all of it.
Any thoughts? I can provide additional info/screenshots as needed.