Create an Associated Record

Modified on: Tue, 11 Feb, 2025 at 3:54 AM

TABLE OF CONTENTS

Custom Objects are only available on the $497 plan

Overview


The Create an Associated Record action in Contact-based workflows allows users to create a new custom object record and associate it with a contact. This feature is useful when managing related entities such as properties, contracts, or any other custom object tied to a contact.


Action Name

Create Associated Record for Contact


Action Description


This action enables users to create a new custom object record directly from a workflow and associate it with a contact. The available objects for creation depend on the custom objects configured within the sub-account.


Action Details

  • This action is possible only after creating custom objects in the subaccount and creating an association label between at least one of those objects and contacts.
  • It allows defining multiple fields for the new object record.
  • Users can specify an association label to categorize the relationship between the contact and the custom object.
  • The newly created record is automatically linked to the contact using the selected label.
  • Users can also use custom value and custom fields - merge fields to add the information to the object


Example

A solar company needs to track crucial dates for installations, such as:

  • Site Survey Date
  • Install Date

When an Opportunity is marked as "Won," the system should automatically create an "Install" custom object record for tracking these dates.


Example Setup:

  1. Object Record to Create → Install
  2. Fields:
    • Site Survey Date → Auto-filled with today’s date
    • Install Date → Auto-filled based on scheduling
  3. Association Label → Installation Scheduled

When triggered, the workflow creates an Install record and links it to the contact for seamless tracking.

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