We’ve introduced three new workflow actions that allow users to create, update, and clear fields of associated custom object records within Contact-Based Workflows. These actions provide seamless automation for managing custom objects linked to contacts, reducing manual data entry and improving workflow efficiency.
What's New?
Create an Associated Record
- Automate the creation of a custom object record when a workflow is triggered.
- Associate the newly created record with a contact using a predefined association label.
- Populate the record with relevant details automatically.
Update an Associated Record
- Modify existing associated custom object records linked to a contact.
- Update specific fields within the associated record when certain conditions are met.
- Maintain accurate and up-to-date data within workflows.
Clear Fields of an Associated Record
- Reset specific fields in an associated custom object record when necessary.
- Ensures old or expired information is cleared without deleting the entire record.
Key Benefits
✔ Automates data management for custom objects associated with contacts.
✔ Reduces manual effort by dynamically updating and creating records.
✔ Enhances workflow automation for businesses managing multiple data points.
How to Use?
- Ensure custom objects have been created in the subaccount.
- In Automations > Workflows > Start a new workflow from scratch or open an already existing contact-based workflow, select one of the three new actions:
- Create an Associated Record to generate a new custom object.
- Update an Associated Record to modify an existing linked record.
- Clear Fields of an Associated Record to reset specific values.
- Choose the custom object and association label for linking the record.
- Define the fields to be populated, updated, or cleared based on the action selected.
- Save and activate the workflow to automate the process.
Why This Feature?
Managing custom object records manually can be time-consuming and prone to errors. With these new workflow actions, users can:
✅ Automatically create records when a contact reaches a workflow stage.
✅ Keep custom object records updated with the latest information.
✅ Remove outdated data without affecting other fields in the record.