Who This Is For / When to Use
Teams using Custom Objects (e.g., Home, Cars, Pets).
Users who want event-based automation tied to object data.
Accounts automating record updates, integrations, or internal logic based on object changes.
What’s New with Custom Object Workflows
Create object-specific workflows for each custom object.
Trigger workflows when:
A custom object record is created.
A custom object record is updated.
Perform targeted actions on the object or its associated records.
Combine custom object actions with integrations, logic, and utilities.
Creating a Custom Object Workflow
Go to Automation > Workflows.
Click Create Workflow.
Choose one of the following:
Start from Scratch
Object-based workflow (example: Homes-based workflow)
Result:
A new workflow builder opens, scoped to the selected custom object.
Adding Custom Object Triggers
In the workflow builder, click Add New Trigger.
Under Custom Object, select one of the available triggers:
Home Created
Home Changed
(Optional) Under Events, select Inbound Webhook if external data should trigger the workflow.
Trigger Behavior:
Created triggers fire when a new object record is added.
Changed triggers fire when specified fields are updated.
Available Custom Object Triggers
Custom Object Triggers
Object Created (example: Home Created)
Object Changed (example: Home Changed)
Event Triggers
Inbound Webhook
Each trigger enrolls the custom object record into the workflow.
Adding Workflow Actions for Custom Objects
After the trigger, click Add Action to choose from object-specific and general workflow actions.
Custom Object Actions
Record Actions
Create Home or Associated Record
Update Home or Associated Record
Clear Fields of Home or Associated Record
These actions let you modify:
The enrolled custom object record.
Any associated record linked to the object.
Send Data Actions
Custom Webhook
Google Sheets
Use these actions to sync custom object data with external systems.
Internal Workflow Actions
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)
These actions help build advanced logic and data transformations.
Example Use Case: Real Estate Automation
Scenario:
A real estate agency tracks listings using a custom object called Home.
Trigger
Home Changed
Condition: Home Status changes to Closed
Workflow Actions
Update Home or Associated Record
Update the linked Agent record with sale details.
Google Sheets
Add a row logging the sale for reporting.
Clear Fields of Home or Associated Record
Clear temporary Notes and Internal Comment fields.
Result:
Sales data is updated, logged, and cleaned automatically when a property closes.
FAQ
Can I create workflows for each custom object separately?
Yes. Each custom object can have its own dedicated workflows.
What records are enrolled when a trigger fires?
The custom object record that meets the trigger condition is enrolled.
Can I update associated records from a custom object workflow?
Yes. Object actions allow updates to both the object and its associated records.
Are integrations available in custom object workflows?
Yes. You can use integrations like Google Sheets and Custom Webhooks.
Can I mix custom object actions with standard workflow logic?
Yes. Custom object actions work alongside If/Else, Wait, formatting, and other internal actions.