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Remove Associated Records from Workflow Action

Overview

The Remove Associated Records from Workflow action is available in Contact-based, Company-based, and Custom Object-based workflows. This action automatically removes records associated with the trigger record—through a selected object and association label—from another workflow. It helps maintain clean unenrollment of related contacts, companies, or custom object records when conditions change.

This action differs from the standard Remove from Workflow action, which only removes the current record. Instead, Remove Associated Records from Workflow allows you to unenroll associated records based on a defined association label.

Action Details

Select an Object

Choose the type of associated records you want to remove, such as Contacts, Companies, or a custom object like Dealers or Properties.

Association Label (Required)

Specify the association label that determines which associated records qualify for removal. Note that this does not apply to company-to-contact associations.

Workflow

Select the target workflow from which the associated records will be removed.

Important Notes

  • At least one matching association by label must exist; otherwise, no records will be removed.
  • Removals are immediate. If you need to re-enroll records later, consider using the Add Associated Records to Workflow action or a separate automation.

Examples

Example 1: Custom Object Workflow

When a Car record’s status changes to Sold, remove its associated Dealers (using the label Assigned Dealer) from the Dealer Notification Workflow to stop them from receiving updates.

  • Object: Dealer
  • Association Label: Assigned Dealer
  • Workflow: Dealer Notification Workflow

Example 2: Contact Workflow

When a Student Contact graduates, remove all Parent Contacts (using the label Parent-Child) from the Semester Start Notification workflow.

  • Object: Contact (Parent)
  • Association Label: Parent-Child
  • Workflow: Semester Start Notification

Example 3: Company Workflow

When a Company record’s status changes to Inactive, remove all associated Contacts from the Active Clients Communication Workflow.

  • Object: Contact
  • Workflow: Active Clients Communication Workflow
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