Custom Objects in Workflows
in progress
A
Ahmed 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
Log In
R
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.
J
JP Hogbin
Also needed in opportunities/pipelines, with workflow actions to interact with them as opportunities
Puru Bansal
Merged in a post:
Workflow automations
D
Daniel Cowart
Am I missing something here? No triggers or Actions on Custom Objects??
Puru Bansal
in progress
S
Shane Veldhuizen
Puru Bansal Fantastic news
J
Jesse Rivera
Puru Bansal Go Go Go!
K
Kadek Agung Bimantara
Puru Bansal Need this ASAPPPPPP
S
Steve Rahimov
Custom objects should in Forms and Surveys, so customers can directly fill out.
S
Shawn Morrison
I definitely need this. We're getting inbound leads for roofing companies where we could really use this to capture the roofing quote information along with the roofing supplies which is used for the rest of the fulfillment process.
We have an incoming webhook that sends over the data.
S
Shane Veldhuizen
This seems like a must. Otherwise we will be relying on manually updating custom objects? Also I don't see any way to mass import custom objects
J
Joel Holguin
Just adding into this, if we could create/update custom objects with workflows or via the API would be amazing!
B
Bill Kimberlin
What are we waiting for on this release already? I was told at the LevelUp summit "It's going to be two weeks" for workflow automation. This feature is pointless without automation. Can someone update us?
L
Lourens Swart
Bill KimberlinI agree. I am hesitant to implement custom objects without automations. I am sure it is coming.
M
Michael Kittinger
They're coming soon. GHL always rolls out MVP first and then adds. But I agree, triggers and actions will definitely help.
S
Shane Veldhuizen
Michael Kittinger Can't be soon enough �
Load More
→