Associate Contact to Course Object through workflow
Hey community,
I spent some good hours to set the new Course object but when I create the workflow to associate the contacts to course, I saw that this is not available through the "Create association" action.
I tried assoc8 app but the new standard objects were not available. I can't do this through Custom object as we are not in the enterprise plan.
Given the limitation of the Enterprise plan, I would recommend you try a bulk import to create associations. If you have a list of contacts and their associated courses, you can import the data from your spreadsheet, ensuring it has the Contact ID or email for the contacts and the Course ID or name for the courses. This allows the associations to be done in bulk.
If this helps, feel free to mark it as the solution ✔️ and give it an upvote 👍 !
So, I need to make this as an automation. So, that when someone makes a payment thorugh the related payment link, I want to associate them to the related course so that we can start sending the registration emails etc.
So, I need to make this as an automation. So, that when someone makes a payment thorugh the related payment link, I want to associate them to the related course so that we can start sending the registration emails etc.
Any way to do this with custom codes?
Yes, you can automate this process with custom code by using webhooks or API integrations. When a payment is made, the payment processor can trigger a webhook that sends the payment details to your system.