Workflow Action – Update an Associated Record for Contact

TABLE OF CONTENTS

• Overview
• Action Name
• Action Description
• Action Details
• Example: Tracking Remaining Slots for a Trip

IMPORTANT: Due to Custom Objects only being available on the $497 plan, this workflow action can only be seen on the 497$ plan.

Overview

The Update an Associated Record action allows users to modify specific fields of a custom object associated with a contact. This ensures that key information remains accurate and up-to-date without manual intervention.

Action Name

Update Associated Record for Contact

Action Description

This action enables users to update existing custom object records that are associated with a contact. The update can apply to one or multiple records, depending on the association label selected.

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.
• Updates one or more fields within the selected records.
• Uses association labels to determine which records should be updated – the user can also choose to update all associated records by selecting “All associated records”.
• Users can also use custom value and custom fields – merge fields to add the information to the object record

Example: Tracking Remaining Slots for a Trip

A home appliance company sells products with warranties, and each product has a Warranty custom object to track:

• Warranty Start Date
• Warranty Expiry Date
• Service History

When a product is purchased, the Warranty Start Date should be set automatically, and when a warranty claim is made, the Service History field should be updated.

Example Setup (For updating warranty information after a service request)

1. Object to Update → Warranty
2. Association Label → Purchased Product
3. Fields to Update:
   • Service History → Append service details
   • Last Service Date → Set to today’s date

How It Works

• When a product is purchased, the Warranty Start Date is set via the Create an Associated Record action.
• If a customer submits a service request, the workflow triggers an Update Associated Recordaction:
  • The Service History field is updated with details of the service performed.
  • The Last Service Date is set to today’s date.

This helps the company maintain an updated service record for each product, ensuring smooth warranty tracking and claims processing.