Custom Object Workflow Actions
Custom Object Workflow Actions enable you to automate operations on your specialized data structures within Stack. These actions help you manage unique business data alongside standard objects like contacts and opportunities, creating a more comprehensive automation framework.
Available Actions
- Create Custom Object: Generate new records in your custom object tables
- Update Custom Object: Modify existing custom object data
- Delete Custom Object: Remove custom object records
- Query Custom Objects: Retrieve custom object data based on criteria
- Create Relationship: Establish connections between objects
- Bulk Operation: Perform actions on multiple custom object records simultaneously
Use Cases
- Manage industry-specific data like project milestones, equipment inventory, or course registrations
- Track complex relationships between custom and standard objects
- Implement specialized business logic based on custom data structures
- Create approval workflows for custom business processes
- Build custom reporting based on unique business metrics
- Synchronize data between custom objects and external systems
- Automate specialized business processes unique to your industry
- Create data aggregation workflows across multiple objects
Key Features
- Flexible Schema: Work with custom-defined data structures
- Data Validation: Enforce business rules and data integrity
- Bulk Processing: Efficiently handle multiple records at once
- Relationship Management: Create and maintain connections between records
- Complex Queries: Retrieve specific data based on multiple criteria
- Full Integration: Connect custom data with standard Stack features
- Conditional Logic: Create sophisticated business rules based on custom data
Custom Object Workflow Actions provide the flexibility needed to automate specialized business processes that don't fit neatly into standard CRM objects, allowing you to create truly customized automation solutions for your unique business needs.