Association action for custom object in workflow
in progress
R
Rodrigo Gonzales Montes
Add the option to asossiate custom object automaticaclly in workflow. Right now i can just create one or update one but not asosiate one to another.
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S
Sam Woods
Since Company object seems to be all but useless with opportunities we thought we might try custom objects.
However, since you can't create associations between existing objects it's also pretty much useless for any automation.
No other triggers/actions will be useful unless you can create a new association between existing objects.
Please stop working on anything else and focus on this.
Automation for any custom object is useless without being able to create associations.
Y
Yaswanth geedimalla
when can we expect this features ? waiting for this, long time
A
Aayush Singhal
Merged in a post:
Allow Linking Existing Contacts to Object in Workflows
M
Marc Aristide
Currently, object-based workflows can only create new associated records — they can recognize but not link to existing ones.
This leads to errors that read "This location does not allow duplicated contacts" (or an entirely duplicated record if duplicate contacts are on) when the same contact already exists in the system.
Adding the ability to update or associate existing records, rather than always creating new ones, would make workflows more flexible and prevent data duplication.
Examples:
- Linking an existing Contact to multiple Jobs, Deals, or Projects
- Connecting a known Student or Client record to new Enrollments or Sessions
- Updating an existing Vendor or Partner record when tied to new Orders or Requests
A
Aayush Singhal
Merged in a post:
Add Associated Contacts to Custom Object Without Having to Create a New One Each Time
B
BreacherCRM Admin
We need the ability to use workflows to add associated contacts to custom objects with out having to create a new one each time. For example, we're using custom objects for Classes and adding Students to be associated when they sign up.
K
Keith Besherse
Essential. Associating with an existing Contact is the more normal use case.
K
Keith Besherse
And please create the same capability for Company object. Thank you! Pallavi Kothari Aayush Singhal Shivam HighLevel
H
Hannah Gutierrez
I hope this will be released soon, this is urgently needed by our Agency.
H
Hamza Qawasmi
will this be ready soon !
A
Aayush Singhal
Merged in a post:
Update Object Field Action + Create Association
J
Jeff Valin
Without the ability to write data into the object fields and associate that object to a contact, these new feature requires a lot of manual input.
For instance, if Jake is listing his car for sale, we should be able to collect all his car information and update the object fields and associate him as the seller.
When Sally buys the car, we should be able to associate the object to the buyer.
A
Aayush Singhal
Merged in a post:
Workflow Actions to Associate Contacts with one Another
Z
Zack Esgar
There should be an action to be able to associate two contacts to one another the the automation workflows.
Example Use Case: A Parent purchases a box subscription for their child. On a form or survey, we collect all the parent information and the child information. Currently, there is no way to automate associating these two contacts through a workflow.
A
Aayush Singhal
Merged in a post:
Automation Step to associate a contact to an Object
J
Jeith Salcedo
It would be so helpful if we can associate a contact automatically through a step in the automation directly to a smart object
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