TABLE OF CONTENTS

Overview
Action Name
Action Description
Action Details
Example

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.