We’re excited to announce two powerful new workflow actions — now available across all workflow types: Contact-based, Company-based, and Custom Object-based workflows.

These actions make automation across contacts, companies, and custom objects (and their associations) more flexible than ever:

• Add Associated Records to Workflow

• Remove Associated Records from Workflow

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✨ What’s New

➕ Add Associated Records to Workflow

Automatically enroll associated records into another workflow.

• Select an Object – Choose which type of record (Contact, Company, or Custom Object).

• Association Label – Pick which associations should be included.

• Target Workflow – Choose the workflow the records should be added to.

Examples

• Car ↔ Dealer (Custom Object): When a Car status = “Ready for Sale,” automatically add its Dealers (label: Assigned Dealer) into a Dealer Notification Workflow.

• Contact ↔ Contact: When a Student record triggers, add associated Parent contacts (label: Parent-Child) into a Semester Start Notification Workflow.

• Company ↔ Contact: When a Company is added to the VIP Client Program, add all associated Employees into the VIP Communication Workflow.

➖ Remove Associated Records from Workflow

Automatically unenroll associated records from another workflow.

• Select an Object – Choose the type of record to remove (Contact, Company, or Custom Object).

• Association Label – Target which associated records should be removed.

• Target Workflow – Select the workflow the records should be removed from.

Examples

• Car ↔ Dealer (Custom Object): When a Car is marked “Sold,” remove its associated Dealers from the Dealer Notification Workflow so they stop receiving alerts.

• Contact ↔ Contact: When a Student graduates, remove associated Parents (label: Parent-Child) from the Semester Start Notification Workflow to prevent irrelevant updates.

• Company ↔ Contact: When a Company becomes Inactive, remove associated Employees from the Active Clients Communication Workflow.

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🛠 How It Works

1. Add either Add Associated Records to Workflow or Remove Associated Records from Workflow inside your workflow.

2. Select the Object Type and the Association Label.

3. Pick the Target Workflow.

4. Save and publish — records will be automatically added or removed based on associations.

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🤔 Why It Matters

• 📌Cross-Object Automation – Extend workflows beyond just contacts to companies and custom objects.

• ⏱ Efficiency – Reduce manual updates when associated records change.

• 🔒Control – Remove records immediately when they no longer qualify.

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✅ Notes & Best Practices

• Ensure associations (labels) are set up in your subaccount before using these actions.

• At least one matching association must exist for the action to run.

• Removals are immediate; to re-enroll, use a separate workflow action.

• Works with Contacts, Companies, and Custom Objects.