Introducing New Workflow Actions: Efficiently Manage Custom Object Records
We're excited to bring you enhanced automation capabilities with our latest update, introducing three new workflow actions designed to streamline the management of custom object records. These actions enable you to create, update, and clear fields for custom object records linked to contact-based workflows, reducing manual data handling and improving workflow efficiency.
What's New?
Create an Associated Record
- Automate the creation of custom object records when a workflow is triggered.
- Seamlessly associate the newly created record with a contact using a predefined label.
- Automatically populate the record with relevant details.
Update an Associated Record
- Modify existing associated custom object records linked to contacts.
- Update specific fields within the associated record based on certain conditions.
- Ensure data remains accurate and up-to-date within workflows.
Clear Fields of an Associated Record
- Reset specific fields in an associated custom object record as needed.
- Clear old or expired information without deleting entire records.
Key Benefits
- Automates the management of custom objects associated with contacts.
- Minimizes manual data entry efforts by dynamically updating and creating records.
- Enhances workflow automation for businesses handling various data points.
How to Use?
- Ensure custom objects are set up within your account.
- Navigate to Automations > Workflows and start a new workflow from scratch or modify an existing contact-based workflow. Select one of the three new actions:
- Create an Associated Record to generate a new custom object.
- Update an Associated Record to modify an existing linked record.
- Clear Fields of an Associated Record to reset specific values.
- Select the custom object and association label for linking the record.
- Define which fields to populate, update, or clear based on your chosen action.
- Save and activate the workflow to automate your processes.
Why This Feature?
Managing custom object records manually can be both labor-intensive and error-prone. These new workflow actions allow you to:
- Automatically create records as contacts progress through workflow stages.
- Keep custom object records synchronized with the latest data.
- Efficiently remove outdated data, maintaining the integrity of other record information.
In Case You Missed It: Check out our previous update on enhanced execution logs for streamlined workflow views.
