Start workflows automatically when a new association connects CRM records. Use the associated object and relationship label to decide when follow-up should begin.

What’s New?

• All CRM record types: Works with Contacts, Opportunities, Custom Objects & Companies.
• Three workflow types: Available in standard workflows, Custom Object workflows, and Company workflows.
• Relationship filters: Choose the associated object and association label to control when the workflow runs.

Why This Matters

A new relationship can be the signal to act. Notify the team when a buyer is linked to a property, create a follow-up task when records are connected, or start an onboarding process.

How to Use

1. Enable Association Created Trigger in Labs.
2. Go to Automation > Workflows and open a supported workflow.
3. Add the Association Created trigger.
4. Under Association created with, choose the associated object. Click Add filters to add an Association label filter and choose the label.
5. Save the trigger, add your actions, and publish.

Pro Tips

• Start with the record that should enrol: Choose its workflow type, then configure the associated object.
• Use labels for precise follow-up: Target the relationship role that matters to your process.
• Validate with a new association: Create a matching link after publishing and check Enrollment history and Execution logs.

Learn more - Support doc