Who This Is For / When to Use
This feature is for users who manage Custom Objects and need to keep associated records in sync with contact data using automation.
Use these actions when you want to:
Automatically create a related record when a contact enters a workflow.
Update fields on existing associated records when contact data changes.
Clear outdated or no-longer-valid data without deleting the associated record.
What Are Associated Record Workflow Actions
Associated Record actions let a contact-based workflow directly manage Custom Object records that are linked to the contact through association labels.
These actions operate only on records that are already associated (or are created and associated during the workflow).
Available actions:
Create Associated Record
Update Associated Record
Clear Fields of Associated Record
Accessing the Workflow Builder
Navigate to Automation > Workflows in your Kyrios account.
Click Create Workflow.
Choose Start from Scratch, Build Using AI, or a template.
Adding an Action in a Workflow
Open a workflow.
Click the + icon in the workflow path.
Select Add Action.
Action: Create an Associated Record
What This Action Does
Creates a new Custom Object record and automatically associates it with the contact that triggered the workflow.
Required Configuration
Action Name – Internal name for the workflow step.
Object Record To Create – The Custom Object to create.
Field Mapping – Define values for the new record using static values or merge fields.
Association Label – Determines how the new record is linked to the contact.
Important Notes
The record is created at runtime when the workflow executes.
Association labels must already exist.
Merge fields can pull data directly from the contact record.
Action: Update an Associated Record
What This Action Does
Updates one or more fields on existing Custom Object records that are associated with the contact.
Required Configuration
Action Name
Object To Update
Association Label – Determines which associated records are eligible.
Field Mapping – Fields to update and their new values.
Update Behavior
Existing field values are overwritten.
If multiple records match the association label, all matching records are updated.
Action: Clear Fields of an Associated Record
What This Action Does
Clears selected fields on associated Custom Object records without deleting the records themselves.
Required Configuration
Action Name
Object To Clear Fields
Association Label
Fields to Clear
Clearing Rules
Only the selected fields are cleared.
The record and its association remain intact.
Cleared data cannot be recovered automatically.
Saving and Activating the Workflow
Review your workflow steps.
Click Save.
Activate the workflow to begin automation.
Once active, Kyrios will automatically manage associated records based on workflow triggers.
Common Issues and Fixes
Associated record not created
Confirm the Custom Object exists.
Verify the association label is configured correctly.
Fields not updating
Ensure the association label matches existing records.
Confirm merge fields reference valid contact fields.
Unexpected multiple records updated
Check whether the selected association label applies to more than one record.
FAQ
Can I create multiple associated records for the same contact?
Yes. You can create multiple associated records by using different workflow steps or triggers.
What happens if I update a field that already has data?
The workflow overwrites the existing value with the new value defined in the action.
Can cleared fields be restored?
No. Once fields are cleared, the data is permanently removed unless it is restored manually from another source.
Can these actions run conditionally?
Yes. Use workflow conditions (If/Else) to control when associated records are created, updated, or cleared.
Do these actions work with all Custom Objects?
Yes. Any Custom Object associated with contacts can be managed using these workflow actions.
How does Kyrios know which record to associate when creating a new one?
The Association Label defined in the action determines how the new record is linked to the contact.