Ability to Associate a Company with a Custom Object via Workflow
K
Kevin Salvatore
Please add an Associate Record workflow action that links Company records to Custom Object records when a field value matches on both records or any object to any object for that matter.
For example, if a Company and a Custom Object record both have the same Office ID, the workflow should be able to find the matching record and link the two using an association already configured in the sub-account. This would let us automatically link records as they’re imported or updated.
I’ve successfully set up this type of matching for Contacts and Companies. In a test sub-account cloned from our main account, I configured the Company-to-Custom Object association, but I couldn’t find a workflow action that creates the link. HighLevel’s Ask AI directed me to enable Associate Record - Workflow Action in Labs. That option didn’t appear in my sub-account, and Ask AI then referred me to Support.
Ideally, the workflow action would let us select the two object types, choose the field to match on each, and specify which configured association to apply.
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