What does the 'Create via Filter Criteria' action do

Here’s a step-by-step guide on how to set up the "Create Associations via Filter Criteria" action in HubSpot Workflows using the Workflow Associations Manager App by Integration Glue:

Step 1: Create a New Workflow

1. In your HubSpot account, go to the Automation tab and select Workflows.
2. Click on the Create workflow button.
3. Choose a workflow type (e.g., Contact-based, Deal-based, Company-based, or Custom Object-based) depending on your use case.
4. Set your workflow’s trigger criteria (e.g., when a deal is created, when a contact reaches a certain lifecycle stage, etc.).

Step 2: Add the "Create Associations via Filter Criteria" Action

1. After setting up your custom properties and selecting your triggers, click the + button to add an action.
2. In the action sidebar drop-down, scroll down and look for the "Workflow Associations Manager App".
3. A list of actions will appear. Select the "Create Associations via Filter Criteria" action.
4. Click Save to add the action to your workflow.

Step 3: Configure the Action

1. Associate to Object:

   • Choose the HubSpot object type that you want to associate the enrolled record with (e.g., Contact, Company, Deal, etc.).
   • Example: If you want to associate a deal with a company, select Company.

2. Association Labels:

   • Define the label(s) for the relationship between the two objects.
   • Example: You could label the relationship as "Primary Company" or "Associated Organization".

3. Keep Existing Association Labels on Enrolled Record:

   • Choose whether to keep the existing labels on the enrolled record.
   • Yes: Existing labels remain, and new labels are added.
   • No: Existing labels are replaced with new ones.

4. Property Compared From:

   • Select the property in the enrolled record that will be used for comparison.
   • Example: If you're associating a deal with a company, you might use the Deal Stage as the property compared from.

5. Property Compared With:

   • Select the property in the target object (the object you're associating with) that the enrolled record’s property will be compared against.
   • Example: If you want to associate the deal based on the company’s lifecycle stage, choose the Lifecycle Stage property in the company record to compare against.

6. Search Filter:

   • Define the criteria for selecting the target record to associate with the enrolled record.
   • Example: If you want to associate a deal with a company where the company’s Lifecycle Stage is "Customer," set that as the search filter.

7. Log Workflow Error If No Records Found:

   • Decide whether to log an error if no matching records are found for the filter criteria.
   • Yes: Log an error if no records match the criteria.
   • No: No error is logged, and the workflow continues without interruption.

Step 4: Review and Activate

1. After configuring the action, review all settings to ensure they are correct.
2. Save the workflow and check all other actions to make sure they are properly set.
3. Once satisfied with your workflow, click Review and Publish to activate the workflow.

Step 5: Test the Workflow

1. After activating the workflow, trigger it (e.g., create a deal, contact, or company that meets your criteria).
2. Verify that the association has been created between the enrolled record and the target record based on the filter criteria.
3. Check the associations on the enrolled record to confirm the correct object was associated as expected.

Step 6: Use the Associations for Further Actions

1. You can use the created associations in subsequent workflow actions (e.g., triggering follow-up emails, setting reminders, or generating reports based on the associations).
2. The associations can also be referenced in HubSpot dashboards or reports for easier tracking and reporting of object relationships.