🔄 New Workflow Actions: Add & Remove Associated Records from Workflows

We’re excited to announce two powerful new workflow actions — now available across

all workflow types: Contact-based, Company-based, and Custom Object-based workflows

These actions make automation across

contacts, companies, and custom objects (and their associations)

more flexible than ever:

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✨ What’s New

➕ Add Associated Records to Workflow

Automatically enroll associated records into another workflow.

Select an Object
– Choose which type of record (Contact, Company, or Custom Object).
Association Label
– Pick which associations should be included.
Target Workflow
– Choose the workflow the records should be added to.

Examples

Car ↔ Dealer (Custom Object)
: When a Car status = “Ready for Sale,” automatically add its Dealers (label: Assigned Dealer) into a Dealer Notification Workflow.
Contact ↔ Contact
: When a Student record triggers, add associated Parent contacts (label: Parent-Child) into a Semester Start Notification Workflow.
Company ↔ Contact
: When a Company is added to the VIP Client Program, add all associated Employees into the VIP Communication Workflow.

➖ Remove Associated Records from Workflow

Automatically unenroll associated records from another workflow.

Select an Object
– Choose the type of record to remove (Contact, Company, or Custom Object).
Association Label
– Target which associated records should be removed.
Target Workflow
– Select the workflow the records should be removed from.

Examples

Car ↔ Dealer (Custom Object)
: When a Car is marked “Sold,” remove its associated Dealers from the Dealer Notification Workflow so they stop receiving alerts.
Contact ↔ Contact
: When a Student graduates, remove associated Parents (label: Parent-Child) from the Semester Start Notification Workflow to prevent irrelevant updates.
Company ↔ Contact
: When a Company becomes Inactive, remove associated Employees from the Active Clients Communication Workflow.

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🛠 How It Works

Add either
Add Associated Records to Workflow
or
Remove Associated Records from Workflow
inside your workflow.
Select the
Object Type
and the
Association Label
.
Pick the
Target Workflow
.
Save and publish — records will be automatically added or removed based on associations.

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🤔 Why It Matters

📌
Cross-Object Automation
– Extend workflows beyond just contacts to companies and custom objects.
⏱
Efficiency
– Reduce manual updates when associated records change.
🔒
Control
– Remove records immediately when they no longer qualify.

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✅ Notes & Best Practices

Ensure
associations (labels)
are set up in your subaccount before using these actions.
At least one matching association must exist for the action to run.
Removals are immediate; to re-enroll, use a separate workflow action.
Works with
Contacts, Companies, and Custom Objects
.