Screenshot of Workflow list

Custom Objects are Live in Workflows..!!!!

November 28, 20241 min read

Custom Objects are now live in workflows! This new feature empowers users to create object-specific workflows. Now seamlessly trigger workflows based on custom object-related triggers and define a series of actions to automate your processes.

What's New?

  • Custom Object Workflows: Create workflows specific to your custom objects (e.g., Home, Cars, Pets, etc.).

  • Trigger Workflows with Custom Object Events: Automate processes using powerful triggers specific to your custom objects.

  • Perform Targeted Actions: Define object-specific actions, like creating, updating, or clearing custom object records, and integrate them with other tools.

How it Works?

  • Go to the Workflow Landing Page and click Create Workflow.

  • Select the Object-based Workflow you wish to configure.

  • Customize your workflow with the following triggers and actions.

The below mentioned actions and Triggers are present in the Custom Object Workflows -

Triggers

Custom Object

  • Home Created

  • Home Changed

Events

  • Inbound Webhook

Actions

Custom Objects

  • Create Home or Associated Record

  • Update Home or Associated Record

  • Clear fields of Home or Associated Record

Send Data

  • Custom Webhook

  • Google Sheets

Internal

  • If / Else

  • Wait

  • Update Custom Value

  • Go To

  • Date/Time Formatter

  • Number Formatter

  • Add To Workflow

  • Remove From Workflow

  • Array Functions

  • Drip

  • Text Formatter

  • Custom Code

Workflow AI

  • GPT powered by OpenAI

Trigger:

  • Object Changed: Trigger the workflow when the Home Status field in the "Home" object changes to "Closed".

Workflow Actions:

  • Update Associated Object: Update an associated object (e.g., "Agent") linked to the sold property.

  • Add a Row to Google Sheets: Use the Google Sheets Integration to log the sale in a centralized document for tracking and reporting.

  • Clear a Field in the Object or Associated Object: Clear the temporary Notes and Internal Comment custom fields that are no longer needed.

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The ONMI MEDIA TEAM, is composed of talented knowledge, idea, strategies and content.

OMNI MEDIA TEAM

The ONMI MEDIA TEAM, is composed of talented knowledge, idea, strategies and content.

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