Workflow Action and API endpoint to associate programmatically an Opportunity with a Company
in progress
A
Andres Arenas
Now it's possible to associate a Company with an Opportunity. But we cannot do that via actions in a workflow or via an API call. There's no direct access to the opportunity associated to a company, or to the company associated to the opportunity, when we are executing Opportunity-based or Company-based workflows.
Use cases:
- A new opportunity is created -> search for the company the contact is associated with, and associate the company to the opportunity as well.
- An opportunity workflow is being executed -> update a standard field or custom field in the associated Opportunity object
- An opportunity workflow is being executed -> Remove or Update the association with a Company object
- An opportunity workflow is being executed -> Add the associated Company object to a Company-based workflow
The same goes via API calls.
Log In
P
Pallavi Kothari
updated the status to
in progress
P
Pallavi Kothari
Hi everyone, this is now built and in private beta as part of the new Opportunities experience. Opportunity workflows have new actions to find a company (or contact or custom object record) by its fields and associate it with the opportunity, update fields on the associated records, and add those records to or remove them from other workflows. Removing an association from a workflow and a public API for this aren't part of this release yet.
If you'd like early access, fill in this short form and we'll switch it on for your sub-account: https://api.leadconnectorhq.com/widget/form/SKdrNsiMIr9gIVrRYjh3
It's a private beta, so some things may change before full release, and your feedback will shape what ships.
Pallavi