CRM & Tags action
Link Object Record
Links a custom object record to the contact, with a role if you use one (for example plaintiff or buyer).
A step you can add to a workflow.
Max plan and up
How to add it
- Open Workflows in the app and create or open a workflow.
- Click + where you want the step and pick Link Object Record under CRM & Tags.
- Fill in its settings, then save and turn the workflow on.
For the API and MCP
When you build workflows through the Inflowave API or the MCP server, this action is link_custom_object_record. See the MCP documentation.