I have a setup where there are quite a few associations and association labels between Companies and Contacts.
I am trying to build a workflow that would let me trigger notifications to a Company owner when a few different situations arise. I was planning on setting up a Company based workflow that runs monthly and enrolls all Companies from an active “Main list” of company records.
One of those situations I’d like to solve for is:
- send notification to Company owner if an associated contact with association label “Main contact” DOES NOT exist
In that case I’d like an email to be sent to the Company record owner that prompts them to update the CRM and add such a label to a contact of their choice.
Does anyone have any ideas on how that could be solved?
Hi @MEbbestrand,
You would set up a branch that checks whether this association exists – and send the notification in the “None met” branch. (HubSpot cannot filter for “none of”, you you check whether it exists, and then use the “None met” branch.)
Or in other words, if there is not a single record with the desired association (left branch), it must be missing (right branch / none met).
To add such a branch, choose the AND/OR branch type. Add a filter, change the dropdown for ‘Filtering on’ to the object you want to check for. It could be as straightforward as checking whether the associated record’s “Record ID is known”.
Give it a try and let me know if you have any follow-up questions!
Hi @karstenkoehler! Thanks for this but how is your filter checking for a specific association “label?” I follow how it is checking for the association between objects, but I don’t see where it is looking for a particular label. What am I missing?
I came here because I’m looking to build a similar WF that is looking beyond the association of objects to seeing if a particular label is or is not applied. But the triggering or branching on the existance or non existance of the label is specifically what I’m after. Thanks!
Hey @Crystal_Hopper,
Thanks for following up here!
Re-tagging @karstenkoehler for some follow-up context!
Shane, Senior Community Moderator
@Crystal_Hopper in a branch, you can filter for an associated object in a branch via this dropdown:
For the associated object, specify any property that is available on any record, e.g. “Create date is known”.
By clicking on “Any …”, you can then change the association label:
Any record not meeting these criteria will be a record without this label (none met branch).
Best regards!
Thank you for the clarification and screenshot!
