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.