Custom Objects in Workflows
in progress
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Nauman Khan
Custom Objects in Workflows
We do not have custom objects if we need to add them as trigger or an action in the workflow list, kindly add them to triggers as well as actions so we can create automations and actions based on the custom objects in CRM
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John Naccarato.
For a real estate investor that deals with objects (properties) only, this is the #1 thing we all need since contacts and opportunities are basically a "work around" and there are several issues with multiple properties to the same contact (agent). Automations don't run correct, tasks, etc. Please get this up and running.
Having automations/triggers, etc. and can assign tasks to contact the agent associated to that property (object) is the greatest feature you can create.
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Hayley Brown
I am gutted with this because its so very basic and theres no API! I had a client willing to pay us 30k a year if we could API from their auction system to the custom field the new property listing and zapier will do it but no way of actually getting it into highlevel
cry face
UPDATE: scopes are available for objects. E.g send property listing to pms 👌�
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Connor Macneil
Any updated timeline on this?
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Arcangelo Bianco
It would be ideal to be able to make sure that a custom object can be controlled if a custom object should be updated if it already exists and must be created if it is not there
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Dustin Miller
If not already mentioned, the ability to create a custom object based on a contact creation or other contact related triggers is a must too.
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Ayda Walsh
custom objects is so needed to totally expand and enhance the way we can sell GHL. Auto service providers need the Vehicle objects, Properties for real estate, Jobs for recruiters, and so much more. Please enhance this feature and allow this to be included in the FORMS as well as WORKFLOWs..
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Ryan Hocke
Let's say I have an association of "spouse" When the main contact hits a certain pipeline stage, we need to be able to make a workflow happen where I can send an email to the spouse as well, and not just the main contact.
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JP Hogbin
Also needed in opportunities/pipelines, with workflow actions to interact with them as opportunities
Puru Bansal
Merged in a post:
Workflow automations
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Daniel Cowart
Am I missing something here? No triggers or Actions on Custom Objects??
Puru Bansal
in progress
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Shane Veldhuizen
Puru Bansal Fantastic news
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Jesse Rivera
Puru Bansal Go Go Go!
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Kadek Agung Bimantara
Puru Bansal Need this ASAPPPPPP
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