Who This Is For / When to Use
This feature is for Kyrios users who build workflows that need to act on related records, not just the record that triggered the workflow. It is used when automation must follow relationships such as parent–child contacts, company–employee links, or custom object associations.
What “Associated Records” Means in Kyrios
Associated records are contacts, companies, or custom objects that are linked together using an association label.
Examples include Parent–Child, Assigned Dealer, Employee, or any custom relationship defined in Custom Objects.
Automation uses these association labels to determine which related records should be added to or removed from another workflow.
What the Add Associated Records to Workflow Action Does
The Add Associated Records to Workflow action enrolls all records that are associated with the current record using a selected association label into a specified workflow.
This allows one workflow to automatically trigger automation for multiple related records without manual enrollment.
Common uses include:
Enrolling related contacts when a primary contact reaches a milestone
Enrolling associated companies or custom objects when a status changes
Syncing automation across parent–child or owner–assigned relationships
What the Remove Associated Records from Workflow Action Does
The Remove Associated Records from Workflow action unenrolls associated records from a specified workflow when they no longer qualify or when a relationship changes.
This ensures that automation stays accurate and that outdated or irrelevant records are removed immediately.
Common uses include:
Stopping notifications when a relationship ends
Removing contacts when a parent record becomes inactive
Cleaning up workflows when status changes occur
How to Add or Remove Associated Records in a Workflow
Step 1: Add the Workflow Action
In the Workflow Builder, click Add Action, then search for either:
Add Associated Records to Workflow
Remove Associated Records from Workflow
Step 2: Select the Associated Object Type
Choose the type of record that should be added or removed:
Contact
Company
Custom Object
This determines which associated records the workflow will act on.
Step 3: Choose the Association Label
Select the association label that defines the relationship.
Only records linked with this exact label will be affected.
Examples:
Parent–Child
Assigned Dealer
Employee
Custom association labels
Step 4: Select the Target Workflow
Choose the workflow where the associated records should be added or removed.
Each action can target only one workflow.
Step 5: Save and Publish
Save the action and publish the workflow.
Once published, Kyrios will automatically manage enrollment or removal of all matching associated records.
Supported Relationship Types
This action works with:
Contact ↔ Contact
Company ↔ Contact
Custom Object ↔ Any associated object
Associations must already exist in Kyrios for records to be included.
Use Case Examples
Add Associated Records Examples
Custom Object → Contact
When a Car status changes to Ready for Sale, add all associated Dealers (label: Assigned Dealer) to a dealer notification workflow.
Contact → Contact
When a Student enrolls, add all associated Parent contacts (label: Parent–Child) to a semester update workflow.
Company → Contact
When a Company is marked as VIP, enroll all associated Employees into a VIP communication workflow.
Remove Associated Records Examples
Custom Object → Contact
When a Car is sold, remove all associated Dealers from the Dealer Alert workflow.
Contact → Contact
When a Student graduates, remove all associated Parents from academic notification workflows.
Company → Contact
When a Company becomes Inactive, remove all linked Employees from active campaign workflows.
Common Issues and Fixes
Associated records are not being added
Cause: The selected association label does not exist between records.
Fix: Confirm that the association label is correctly defined and applied to the records.
Records are not removed as expected
Cause: The record is not enrolled in the selected target workflow.
Fix: Check the workflow enrollment history to confirm active enrollment.
Action shows as “Skipped” in execution logs
Cause: No associated records matched the selected object type and label.
Fix: Verify associations and ensure the correct object and label are selected.
Frequently Asked Questions
Is there a limit to how many associated records can be added or removed?
There is no hard limit. Kyrios processes large enrollments in real time using queued execution to maintain system stability.
Can this action affect multiple workflows at once?
No. Each Add or Remove Associated Records action can target only one workflow. Multiple actions are required for multiple workflows.
What happens if an associated record is already enrolled?
If already enrolled, Kyrios skips re-enrollment and logs the action without duplicating the record.
Does this action require a trigger?
Yes. The action runs only when the workflow trigger or prior steps are met.
Can I rename the action?
Yes. The Action Name field can be edited for clarity. This does not affect functionality.