Workflow Action - Create an Associated Record for Contact

Overview The Create an Associated Record action in Contact-based workflows allows users to create a new custom object record and associate it with a contact. This feature is useful when managing related entities such as properties, contracts, or any other custom object tied to a contact. ## Action Name Create Associated Record for Contact ## Action Description!(https://assets.patientcopilot.ai/8fd6e7e46043ccb3.png)This action enables users to create a new custom object record directly from a workflow and associate it with a contact. The available objects for creation depend on the custom objects configured within the sub-account. ## Action Details - This action is possible only after creating custom objects in the subaccount and creating an association label between at least one of those objects and contacts.

• It allows defining multiple fields for the new object record.
• Users can specify an association label to categorize the relationship between the contact and the custom object.
• The newly created record is automatically linked to the contact using the selected label.
• Users can also use custom value and custom fields - merge fields to add the information to the object ## Example A solar company needs to track crucial dates for installations, such as: - Site Survey Date
• Install Date When an Opportunity is marked as “Won,” the system should automatically create an “Install” custom object record for tracking these dates. Example Setup: 1. Object Record to Create → Install

2. Fields: - Site Survey Date → Auto-filled with today’s date - Install Date → Auto-filled based on scheduling
3. Association Label → Installation Scheduled When triggered, the workflow creates an Install record and links it to the contact for seamless tracking. Was this article helpful? That’s Great! Thank you for your feedback Sorry! We couldn’t be helpful Thank you for your feedback Feedback sent We appreciate your effort and will try to fix the article