Task-creation using workflows...

[RLöser]

is lacking the ability to connect them with a certain object?

Hi Folks,

I am trying to build a workflow where the list-membership of a company is the trigger, followed by an automated task creation on that newly-to-the-list-added-company. The task description is always the same, due dates are the same everything stays the same.

For the workflow it is crucial to connect a certain contact (not a user) to this task which always stays the same. Problem is: it's not possible for me. Soemthign that is completely normal in manual task creation is not available in workflows?

I can connect the contact with "contact with primary company" or "all contacts" as shown in the picture.

What I actually want to achieve is this: connecting the task with a certain object, as shown in the picture (done here with manual task creation)

Who can help with that? Am I blind or do I have to work myself around that?

[karstenkoehler · Accepted solution]

Hi @RLöser,

This is currently not possible – at least not without custom code ord third-party automation. Workflows always reference the enrolled record and records associated to that record. There aren't any actions I know of where you can specify the association to a specific 'static' record.

As of now, you would have to approach this with custom code actions (available in Operations Hub Professional or Enterprise). You can also request this to be a feature out of the box by submitting a post to the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

If you want a native solution without coding, the only option I can think of is associating this one contact record with all companies in your system and applying an association label – so that you can reference in your task creation action.

Best regards

[RLöser]

Hi Karsten,

thank you for the quick reply. I thought about that native solution as well but have to check the implications of that. This "association label" is basically just a custom field I have to create upfront, isn't it? 

[karstenkoehler]

@RLöser no, labels are not properties, see here: https://knowledge.hubspot.com/object-settings/create-and-use-association-labels