I’m building for my customer automation that creates a record in a custom object. This custom object has a foreign key value with a contact username. When my customer click on the username, he would like to find the association with the Contacts automatically. Can you please help me on defining which Endpoint should I use to create this association?
Hey, @SErrigo Here’s what you’ll need to get started building.
Query this endpoint, Retrieve association types, to get the association type IDs from your Custom Object to the Contacts object. Here’s my example using my custom object Boat: GET /crm/v4/associations/boat/contacts/labels
This set the association from Boat > Contact for my contact Bob Belcher (contact ID 901) and used the custom association label I created previously called tacos (I must have needed lunch that day… )
Have fun building! — Jaycee
Hey @SErrigo,
I’m a little late to the party but have you heard of Associ8? It lets you automatically create associations between objects based on parameters you set. There’s some documentation showing how it works here.
Let me know if you have any questions! I’d be happy to talk with you about it in more detail.
Best,
-David Staat