How do I trigger a workflow when records are linked on Tekmatix?

• Works with these records: contacts, opportunities, companies and custom objects.
• Works in these workflows: standard workflows, Custom Object workflows and Company workflows. Opportunities can take part in associations, but you set the trigger up in one of those three workflow types.
• Two filters: Association created with picks the type of record being linked. The optional Association label filter limits it to one type of relationship.

Nothing falls through the cracks. When a link is made, the next step starts on its own. No sticky notes, no "I thought you were doing that".

Your team hears about it straight away. Send an internal notification or create a task the moment a buyer, client or deal is linked to the right record.

Onboarding starts on time. Linking a contact to a new client company can kick off your welcome process, so new clients aren't left waiting.

It only fires when it should. Label filters mean the workflow runs for the relationship you care about, not every link in your account.

• The Labs feature Association Created Trigger switched on.
• The objects and associations you want to use already set up, such as a company or custom object associated with contacts.
• The association labels you want to filter on created, if you plan to use the label filter.
• A decision on which record should enter the workflow. Pick the workflow type that matches that record, then choose the other record as the associated object.

1. Open a supported workflowGo to Automation, then Workflows, and open a standard, Custom Object or Company workflow. Choose the type that matches the record you want to enrol.
2. Add the triggerAdd a trigger and select Association Created.
3. Choose the associated objectUnder Association created with, choose the type of record being linked to the workflow's record. For example, Properties, Companies or Opportunities.
4. Filter by label (optional)Click Add filters, add an Association label filter and choose the label. If you use paired labels within the same object type, pick the role that should enrol.
5. Add your actionsSave the trigger, then add the actions you want, such as a task, an internal notification or an email.
6. Publish and testPublish the workflow. Then create a matching new link and check Enrollment history and Execution logs to make sure it ran.

• New links only. The trigger runs when a new association is created. It doesn't run for links that already exist, so make a fresh link to test it.
• It doesn't create links. The trigger only listens for them. To create a link inside a workflow, you'd use a separate action.
• Creating a record isn't the same as linking it. Creating a contact or company and linking it to something are two separate events.
• Labels depend on your set-up. The labels you can choose come from the associations configured for the objects you selected.

1. Welcome a new client's team. When a contact is linked to a client company, send them a short welcome email with how to reach you and what happens next.
2. Give your team a heads up. When a buyer or applicant is linked to a listing, property or program, send an internal notification to the person who looks after it.
3. Create the next task automatically. When a deal is linked to a company, create a task to send the proposal or book the kick-off call.
4. Use labels to send the right message. Set up one workflow for a "Decision maker" label and another for a "Billing contact" label, so each person gets the information they actually need.
5. Keep your records tidy. When a link is made, add a tag or update a field so your Smart Lists and reports stay accurate without manual updates.