Custom Objects Actions & Triggers in Workflows

Custom Objects create associations between contacts or fields, helping you easily track, manage updates, and automate processes related to these relationships. This new feature allows you to develop object-specific workflows. Triggering workflows based on custom object-related triggers and defining actions to automate your processes.

⭐️Why Is This Feature Beneficial To Your Company?

• Automated Updating: This allows for constant information collection and organization with minimal input from your end.

• Maximized Efficiency: Complete tasks, leverage sales, and more by using the Custom Object trigger as a point of interaction with customers.

• Constant Contact: This allows for communications to happen simultaneously to Custom Object changes, helping you maintain conversations active and pipelines updated.

⭐️How To Create Workflows with Custom Objects Triggers:

1. Navigate to the Workflows tab inside the Automation section, click + Create Workflow, and select “Custom Objects” based workflow.

   

2. Start by selecting a trigger, you can choose between Object Created and Object Changed.

   

3. Add the actions you want the workflow to follow.

   

⭐️Custom Objects Actions:

There are three actions exclusive to Custom Object based workflows, which are:

1. Create Object or Associated Record: This will prompt you to create a new Custom Object.

   

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

   

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

   

Leverage the power of automation into sales, free time, and minimal errors while keeping your processes streamlined and system relationships clear with Custom Objects Actions & Triggers in Workflows.