# Workflow Action - Create an Associated Record for Contact

> TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Create an Associated Record action in Contact-based…

- Source: https://docs.ghlcustomercare.com/docs/workflows/custom-object-workflow-actions/workflow-action-create-an-associated-record-for-contact
- Section: Workflows / Custom Object Workflow Actions
- Reading time: 1 min
- Images: 1, each explained below

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**TABLE OF CONTENTS**

-   [Overview](#overview)
-   [Action Name](#action-name)
-   [Action Description](#action-description)
-   [Action Details](#action-details)
-   [Example](#example)

## 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

![Action Description (image 1 of 1)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155041052361/original/3dCs8bbLAWbHlPfWuwNbASA2jKu2OBKKfg.png)

**Action Description (image 1 of 1)**

This screenshot appears in the "Action Description" section of "Workflow Action - Create an Associated Record for Contact". The text alongside this image reads: Create Associated Record for Contact. For context, this section explains: 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. Immediately after, the guide continues: 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….
- What this covers: Create Associated Record for Contact
- Next: 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

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](https://docs.ghlcustomercare.com/docs/crm/associations/associations-between-opportunities-companies-custom-objects)** 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.

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