Triggering a workflow based on contact's primary association change.

Marketing & Content Lists, Lead Scoring & Workflows
1

Hello fellow Devs,

I have a scenario where I want to trigger a workflow when a contact’s primary association to a company changes .

For an example

Contact 1 associated to comp 1(primary) and comp 2 ( non primary)

Modified to

Contact 1 now associated to comp 1(non primary) comp 2 ( primary)

I want to trigger an workflow based on the above event. Any idea/suggestions are greatly appreciated .

Thanks,

Raj

2

Hello @coolraj12, thank you for providing all the details for your goal!
I want to invite some of our top experts to this conversation @jolle @ndwilliams3 any recommendations for @coolraj12 matter?

Thank you,

Pam

3

Hi @coolraj12,

To confirm, is the goal to create a workflow to faciliate the update to contact-company association OR to take specific actions for that contact when this happens?

4

Hi @OPerek-Clark ,

I want to take speific actions for that contact when this event occurs. So I was basically trying to find for triggering conditions for this event.

Regards,

Raj

5

Hi @coolraj12 ,

Unless I’m misunderstanding your intention, you should be able to do this using association labels. If a Contact’s Primary associated Company changes, you can use the “Primary” association label as a trigger, with the “is known” operator. Anytime the primary company changes, a Contact would be eligible to enroll (or re-enroll) into the workflow.

Hope this helps!

Ryan

6

hello Ryan,

Thanks for your reply.

I have tried your suggesstion and looks like the condiiton is not available for re-enrollment.

  • The following enrollment conditions can’t be used for re-enrollment.

  • Primary associated company is known

    -Raj