We have created a custom object for our events, like webinars or conferences, and I am currently trying to figure out the necessary code to associate contacts the register for a webinar to that webinar and give them the label of “Registered”.
The name of the event will match the “Last registered Zoom webinar” field exactly, so what I’m hoping to do is create a workflow that when that last registered field is updated the contact will be associated with the corresponding event and given the association label of “Registered” .
Bit out my depth once it gets into custom coding so any help is greatly appreciated!
You actually don’t really have to get into the custom coding bit for this, there’s a marketplace app that will do that for you, it’s called Associ8, I’ve used it for a few clients and it’s working like a charm !
In the example above, i’m associating a contact with the event it registered to (very similar to your use case).
I’m using this action within a contact-based workflow.
- Select the object you want to associate the contact with.
- Select the property from the previously selected object you want to search on (in my case, I’m searching through the “name” property of the “event” object.
- Enter your search value (in my case it’s a contact property called “Last event registration”, in your case it will be “Last registered Zoom webinar”).
- Select the correct label in the “associated label” list => unfortunately this list shows association IDs and not labels, but you can easily find it by going to the object associations settings > Objects > Associations and create/edit the association label.
The association ID will be visible in the url right after /edit-association-label/XX
Of course, this is something you can also do using custom coding, and to point you in the right direction, you will have to use the “search the CRM” endpoint to find the event based on the property name (doing a search using a filter) and then only use the “associations v4” endpoint.
Hope this helps !
If it does, please consider marking this answer as a solution
