Hi @JGibbs4,
Good news, this is now possible!
New Workflow Actions for Associations
June 18, 2024
What is it?
Admins will be able to automate parts of the association management process through workflows. They will be able to use new association actions within their workflows to help apply, update, or remove association labels and create new associations based on matching property values. We recommend watching the following videos to learn more:
Why does it matter?
Historically, managing associations and their labels was a tedious and manual process. This new functionality allows admins to automate some of those processes while increasing data quality and reducing manual work. As companies scale, it is difficult to continue managing associations manually, especially as their usage of associations and labels increases.
How does it work?
- Admins will be able to add association actions to their workflows to help automate parts of the association and label management processes
- We are introducing 4 new actions in contact, company, deal, ticket, and custom object based workflows :
- Apply labels to already associated records
- Update existing association labels
- Remove existing association labels
- Create new associations between two records that have properties with exact matching values
- Note: This functionality only exists for single-line text, multi-line text, or phone number properties
Who gets it?
Content Enterprise, Content Pro, Marketing Enterprise, Marketing Pro, Ops Enterprise, Ops Pro, Sales Enterprise, Sales Pro, Service Enterprise, Service Pro
Learn More:
You can find the beta here:
Best regards!