Streamline Your Automations with Add & Remove Actions
How It Works
Gold Star Pro just got even more flexible.
You can now automatically add or remove associated records from your workflows — whether those records are Contacts, Companies, or Custom Objects.
These new actions make it easy to manage complex relationships across your system without ever touching a spreadsheet or doing manual updates.
Now, when something changes in one record (like a company, student, or project), you can instantly trigger updates, add related records to another workflow, or remove them when they’re no longer needed.
How to Use
Open Automations → Workflows.
Add either “Add Associated Records to Workflow” or “Remove Associated Records from Workflow.”
Select the Object Type (Contact, Company, or Custom Object).
Choose the Association Label that defines the relationship you want to manage.
Pick your Target Workflow — this is where the associated records will be added or removed.
That’s it! Your workflows now automatically manage relationships in real time — adding or removing related data exactly when it matters.
Why This Matters
This update unlocks true cross-object automation inside Gold Star Pro.
You can now connect actions across contacts, companies, and custom objects seamlessly — all without extra setup or coding.
Here’s what that means in practice:
Less Manual Work: Keep your workflows clean by auto-adding or removing related records.
More Accuracy: Maintain up-to-date relationships between clients, leads, and custom objects.
Better Control: Remove records instantly when they’re no longer relevant, preventing clutter or confusion.
Greater Efficiency: Build complex automations that stay organized and responsive to real-time changes.
Use Cases
Client Handover: Automatically remove a client from a “Sales Outreach” workflow when they’re added to the “Onboarding” workflow.
Membership Changes: When a company is upgraded, add all its contacts to a new “Premium Members” workflow.
Project Management: Add or remove team members from active projects as statuses change.
Custom Object Tracking: When a course is completed, remove associated students from the “In Progress” automation and add them to “Completed Courses.”
Gold Star Pro’s new Add & Remove Actions bring smarter, cross-object automation that keeps your workflows tidy, efficient, and completely in sync.
