How to trigger playbook when specific record producer is used
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05-07-2026 07:52 AM
I´m trying to trigger a playbook everytime a specific record producer creates a record on table X.
Only the records from this record producer can trigger this playbook (not all of the records in this table) and no other playbook should be triggered from this record producer (not even the default one).
I've tried many unsuccessful approaches:
Using a trigger based on the sc_item_produced_record table creation with a condition to filter the producer: works well to trigger only on the correct records but then fails to associate the actual record to the playbook (since I need the playbook to display and edit fields of the record produced from the record producer).
Using a flow that triggers on the same condition as the previous attempt but fails to launch the playbook (I've tried installing the "Playbook Experience" plugin and still there is no action that allows me to launch playbooks from within the flow).
Is this achievable? If so, how?
Thanks,
Guilherme