Association created trigger: start workflows when CRM records are linked

You can now have workflows start the moment two CRM records are linked by a new association. Use the associated object and relationship label so EveryCatch knows exactly which connections should trigger follow-up.

What changed

• All CRM record types: Works with Contacts, Opportunities, Custom Objects, and Companies, so you can automate from any core record type in your CRM.
• Three workflow types: Available in standard workflows, Custom Object workflows, and Company workflows, so your automation can follow the structure of your data.
• Relationship filters: Choose both the associated object and the association label, so workflows only run for the specific type of relationship you care about.

Why this matters

A new link between records often means it is time to act. For example, you can notify your team when a buyer is connected to a property, automatically create a follow-up task as soon as two records are associated, or kick off an onboarding workflow when a company is tied to a new primary contact.

How to use

1. Turn on the Association created trigger in Labs so it is available in your account.
2. Go to Automation > Workflows and open a workflow that supports this trigger (standard, Custom Object, or Company).
3. Add the Association created trigger to the workflow canvas.
4. In the Association created with section, choose the associated object. Then click Add filters, add an Association label filter, and select the label that should trigger enrolment.
5. Save the trigger, add the actions you want to run after enrolment, and publish the workflow.

Pro tips

• Start with the record that should enrol: Pick the workflow type based on the record you want entering the workflow, then configure which associated object will cause enrolment.
• Use labels for precise follow-up: Filter by relationship label so you can target the specific role or connection that matters in your process, such as "Buyer," "Owner," or "Decision maker."
• Validate with a new association: After publishing, create a test association that matches your trigger filters, then review Enrollment history and Execution logs to confirm everything runs as expected.

Learn more in our support documentation.