@zekeThanks for looking at this post and the reply.
Firstly, yes it looks like you are right - I went back to some of our existing workflows and see that the set and copy property actions let me change properties on other objects that are already associated. Is this a somewhat recent addition? It seems like when we set up many of our workflows a while back that this wasn’t available. I will certainly look at how we might be able to update our workflows further using these tools for the cases where we already have the associations in place.
Secondly, and to your point that we cannot set or create associations within the workflow, this is still part of the issue. The reason why we already have associations between objects in some of our workflows is because our developer was able successfully use API endpoints and a lot of external programming to create those interconnecting associations for us. These associations would not have been possible if we were relying on HubSpot alone. (As a simple example: It is frustrating that when a customer provides a company name on a ticket form, we cannot use a workflow tool to search for and link the company name from the ticket to a company record.)
So while I am happy that SINCE we are making the associations between the different objects outside of HubSpot, I can at least use your suggestion to update/change properties on those associations - this does resolve the issue that I posted about. But we still had to do much work on our own for this to be a working solution - and if and when the associations are not made already (either manually, or through an external method) we are still unable to update records that might be related. But I guess that is a different topic/request.
Thanks again.