Custom Object and Company Based Workflow Actions & Triggers
Understanding Custom Object and Company Based Workflow Actions & Triggers
Your CRM's workflow system includes powerful actions and triggers that operate across Contacts, Companies, and Custom Objects. These tools enable you to automate processes that involve related records, allowing you to enroll or remove associated records from workflows and precisely locate specific records using webhook data or field filters.
Key Benefits
These workflow actions provide several significant advantages:
- Cross-Object Automation: Create automated flows that work across Contacts, Companies, and Custom Objects without requiring manual intervention
- Relationship-Based Targeting: Filter by association labels to reach exactly the related records you intend to target
- Precise Record Location: Use find actions to match records using Record ID, External ID, or field-based filters
- Intelligent Branching: Automatically split workflow behavior based on whether a record is found or not found
- Operational Control: Add or remove associated records from workflows to start or stop communications and processes at the optimal time
Add Associated Records to Workflow
This action allows you to enroll related records—Contacts, Companies, or Custom Objects—into another workflow when the current record triggers the automation. You can filter by association label to ensure precise targeting.
With this action, you can:
- Select the type of associated object (Contact, Company, or Custom Object)
- Filter recipients by specific association labels
- Choose which workflow the associated records should be added to
Example: When a vehicle record (Custom Object) is marked as "Ready for Sale," automatically add all associated dealers to the "Dealer Notification Workflow."
Remove Associated Records from Workflow
Use this action to automatically unenroll associated records from a workflow when conditions change. This prevents contacts and other records from receiving communications they no longer need.
With this action, you can:
- Target Contacts, Companies, or Custom Objects through their associations
- Filter by specific association labels to remove only the intended relationships
- Specify which workflow to remove them from
Example: When a property record is marked as "Sold," remove its associated buyers from the "Active Listings Workflow" to stop further notifications.
Find Object Record / Find Company
The Find action helps you locate existing records using various criteria. You can use Record ID, External ID, or field-based filters, and you can pass dynamic values from inbound webhooks.
With this action, you can:
- Match records using Record ID, External ID, or field-based filters
- Use dynamic values from inbound webhook triggers
- Choose how to handle multiple matches—selecting the earliest, latest, or all matching records
- Automatically branch workflow logic based on whether a record is found or not found
Example: When a webhook posts data containing a company domain, find the matching Company record and enroll it in an appropriate workflow.
Frequently Asked Questions
What's the difference between "Add to Workflow" and "Add Associated Records to Workflow"?
The "Add to Workflow" action enrolls the current record type, while "Add Associated Records to Workflow" enrolls other records that are linked to the current record through associations and filtered by selected labels.
Can I target more than one association label at a time?
You can use one label per action. If you need to target multiple labels, add additional Add/Remove Associated Records actions for each label you want to include.
How do the Earliest/Latest/All options affect Find results?
The Earliest or Latest options proceed with a single best match, while the All option applies the downstream workflow path to each matching record.