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Overview

The Add Associated Records to Workflow action is a powerful tool for automating processes across your data. It allows you to enroll multiple related records into a workflow automatically, based on the record that initially triggered your workflow.

This action is available for Contact, Company, and Custom Object workflows. It expands upon the standard Add to Workflow action by letting you target records linked to your trigger record, rather than just the trigger record itself.

How the Action Works

When this action runs, it looks for all records of a specified type that are linked to your workflow's trigger record under a particular relationship label. It then adds each of those associated records as a new entry point into a separate workflow of your choosing.

Action Configuration

To set up this action, you will need to configure the following fields in your workflow builder.

Select an Object

Choose the type of record you want to add to another workflow. Your options are Contact, Company, or a specific Custom Object you have created. This defines what kind of associated records the action will search for.

Association Label

This is a required dropdown menu. Select the specific relationship label that connects your trigger record to the associated records you want to target. This label tells the action exactly which linked records to include.

Note: This field is not applicable when adding Contacts associated with a Company, as that relationship is managed differently.

Workflow

Select the destination workflow where you want the associated records to be enrolled. You can choose any active workflow that is built for the same object type you selected (e.g., a Contact workflow if you selected Contact as the object).

Common Use Cases

Imagine a real estate agency using a Custom Object for Properties, associated with Agents. You can create a workflow triggered when a Property's status changes to Under Contract. The Add Associated Records to Workflow action can then find all Agents linked to that property and enroll them into an Agent Commission Notification workflow to begin the payment process.

Coordinating Communications for Groups

Consider a school where Student contacts are linked to Guardian contacts. A workflow triggered by a new school calendar event could use this action to find all Guardians associated with a student and add them to a Event Reminder workflow, ensuring all relevant family members receive the information.

Managing Client Tiers

For a business managing Company records, you might have a workflow that triggers when a company is marked as a Premium Partner. Using this action, you can automatically enroll all Contacts associated with that company into a Premium Partner Communications workflow, granting them access to exclusive updates and offers.

Prerequisites

For this action to function, certain relationships must already be established in your CRM:

The object type you want to add (Contact, Company, or a Custom Object) must exist in your system.
An association label must be created and used to link your trigger record type to the target record type.
The destination workflow you select must already be built and active.

Using the Add Associated Records to Workflow Action