Custom Objects are now available in workflows!
This brand new feature equips Connectly users with the power to construct workflows that are tailored to specific objects, enabling the smooth triggering of workflows generated from custom object-related triggers, and allowing the defining of a sequence of actions for effective process automation.
What’s New?
- Custom Object Workflows: Construct workflows that are tailored to your custom objects, such as Home, Cars, Pets, etc.
- Trigger Workflows with Custom Object Events: Automate your processes by using potent triggers, which are object-specific.
- Perform Targeted Actions: Define actions that are object-specific, like creating, updating, or clearing custom object records, and integrate them alongside other tools.
How it Works?
– Visit the Workflow Landing Page and select Create Workflow.
– Choose the Object-based Workflow that you wish to set up.
– Personalize your workflow through the use of the triggers and actions as mentioned below.
The following Triggers and Actions are included in Custom Object Workflows:
Triggers
Custom Object
- Creation of Home
- Changes to Home
- Inbound Webhook event
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 backed by OpenAI
Use Case
A real estate agency utilizes a custom object labeled “Home” to keep track of home listings. When the Home Status field is marked as “Closed” (indicating the property has been sold), they want to automate the upcoming steps, which include updating records and documenting sales data.
Trigger:
- Object Changed: Initiate the workflow when the Home Status field in the “Home” object switches to “Closed”.
Workflow Actions:
- Update Associated Object: Update a connected object (e.g., “Agent”) linked to the sold property.
- Add a Row to Google Sheets: Use the integration of Google Sheets to log the sale in a centralized document for record-keeping and reporting.
- Clear a Field in the Object or Associated Object: Clear the short-lived Notes and Internal Comment custom fields, which are no longer necessary.