Custom Object Workflow Action - Map Results from an Object
J
Jacob Radcliffe
We want it to perform in the same way that the premium webhook action functions. We want it to be able to pull in the data from the object so we can map it into the workflow builder. This can be done with api but this is a quick win for custom objects.
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J
Jacob Radcliffe
Ok so the premium workflow action lets you hit an api and return result to the workflow builder. We want the same thing for custom objects but more native to GHL. So you pick the object then it lets you test/pull in its current data. This lets us properly map it. This means we would need to have controls like:
Search options - Record search options
Choose All Objects or specific ones
Contact Relations (pull all records across all selected objects associated to the contact)
Opportunity Relations (pull opportunity Ids associated to the contact)
Limit
And if multiple results it would turn into an iteration beyond that in the workflow builder or GHL provides us an iteration and aggregation steps.