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Using Custom Objects in Workflow Actions and Triggers

Custom Objects are now available in Stack workflows! This feature allows you to create workflows specific to your custom objects, enabling seamless automation based on custom object-related triggers. You can define a series of actions to streamline your processes effortlessly.

Table of Contents​

What's New?​

Custom Object Workflows: You can now create workflows tailored to your custom objects, such as Home, Cars, Pets, and more.

Trigger Workflows with Custom Object Events: Utilize specific triggers related to your custom objects to automate your processes effectively.

Perform Targeted Actions: Define actions specific to your objects, such as creating, updating, or clearing records, and integrate these actions with other tools.

How it Works​

  1. Navigate to the Workflow Landing Page and click Create Workflow.
  2. Select the Object-based Workflow you wish to configure.
  3. Customize your workflow using the available triggers and actions.

Actions and Triggers​

In Custom Object Workflows, you have access to a variety of actions and triggers:

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

Use Case​

Imagine a real estate agency using a custom object called "Home" to manage home listings. When the Home Status field is updated to "Closed" (indicating the property is sold), they can automate subsequent steps like updating records and logging sales data.

Trigger:

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

Workflow Actions:

  • Update Associated Object: Modify 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: Remove temporary Notes and Internal Comment custom fields that are no longer needed.