Enrollio now supports Custom Objects in workflows, empowering users to create automation tailored to their unique business needs. Whether you're managing real estate listings, cars, or pets, this feature enables object-specific triggers and actions to streamline your operations.
What’s New?
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Custom Object Workflows:
Create workflows tailored to your custom objects, such as "Homes," "Cars," or "Pets." -
Trigger Workflows with Object Events:
Automate tasks with triggers specific to custom objects, such as record creation or changes. -
Perform Targeted Actions:
Execute actions like creating, updating, or clearing custom object records and integrate them with external tools like Google Sheets.
How It Works
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Create a Custom Object Workflow:
- Go to the Workflow Landing Page.
- Click Create Workflow and select the object-based workflow you want to configure.
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Customize with Triggers and Actions:
- Add triggers and actions specific to your custom objects.
Triggers Available for Custom Object Workflows
- Custom Object Events:
- Object Created (e.g., "Home Created")
- Object Changed (e.g., "Home Status Updated")
- Inbound Webhook: Trigger workflows based on external system events.
Actions Available for Custom Object Workflows
- Custom Object Actions:
- Create or update custom object records (e.g., "Create Home").
- Clear fields for custom objects or associated records.
- Send Data: Integrate with tools like Google Sheets or webhooks.
- Internal Workflow Actions:
- If/Else, Wait, Drip, Add/Remove from Workflow, Custom Code, and more.
- AI Integration: Use GPT-powered by OpenAI for automation and content generation.
Use Case: Real Estate Workflow with Custom Objects
A real estate agency uses a custom object called "Home" to manage property listings. When a property is sold (status changes to "Closed"), they automate tasks to improve efficiency.
Workflow Setup
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Trigger:
- Object Changed: Start the workflow when the Home Status field updates to "Closed."
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Workflow Actions:
- Update Associated Object: Update the associated agent’s record with the sale details.
- Log Data in Google Sheets: Add the sale details to a centralized Google Sheet for tracking and reporting.
- Clear Temporary Fields: Remove unneeded notes and comments from the Home object and associated records.
Why Use Custom Objects in Workflows?
- Tailored Automation: Build workflows that match your business's unique processes.
- Improved Efficiency: Automate repetitive tasks like record updates and data logging.
- Seamless Integration: Connect workflows to tools like Google Sheets for real-time data tracking.
- Scalability: Handle multiple objects and workflows effortlessly, regardless of complexity.
Enrollio's Custom Object Workflows make it easy to create advanced, object-specific automations. From real estate to e-commerce, you can optimize processes, save time, and enhance accuracy.
For additional help or to explore more use cases, contact our support team today!