delay based on date property of an associted object

[CDeMares46]

Hi all, I need some help with a workflow issue.

I have a custom object called "Event," which we associate with companies attending specific events. In the "Event" object, we have custom properties for the event start and end dates. For example, if Company A is associated with Event B, and Event B's start date is next week, I want to create a task in Company A to follow up before the event.

I tried setting up a workflow with a delay based on the event date, but the workflow only allows me to choose a property from the current object (in this case, the company). However, the date I need is from the associated event. Creating the same date properties in the company object isn’t an option, as it would be confusing—companies can be linked to multiple events, and we wouldn’t know which event the dates were copied from.

I also tried creating a workflow based on the event object, but it doesn't allow me to create tasks for the associated companies.

Any suggestions on how I can make this work would be greatly appreciated!

[cwsheppard35 · Accepted solution]

This needs to be accomplished as an "Event" (custom object) based workflow with custom code. This allows you to meet all requirements:

1) Enrollment criteria by start day using "filter critera" and "days from now" logic

2) Custom code tile that (in pseudo code) calls associations api to determine the company associated to the event, then calls tasks api to create the task and use the associations part of that payload to put the task on the company you got from the associations call

associations api: https://developers.hubspot.com/docs/api/crm/associations

tasks (engagements) api: https://developers.hubspot.com/docs/api/crm/tasks

Hint: You may need to add association labels if you are associating multiple companies to an event but only want the task to appear on certain ones