Automate Workflows with Custom Object Triggers and Actions

Custom objects aren't just structured storage — you can trigger workflows off them and take action on their records automatically, the same way you would with contacts or opportunities.

Triggers

• [Object] Created — fires when a new record of your custom object is added.
• [Object] Changed — fires when a field on an existing record is updated.
• Inbound Webhook — lets an external system trigger a workflow directly.

Actions

• Create, update, or clear fields on a custom object record.
• Add a note to a custom object record as part of the workflow.
• Send data out via custom webhooks or to a connected Google Sheet.
• Use standard workflow logic alongside these actions — conditional branching, delays, custom values, and formatting functions.

A concrete example

Imagine a Home custom object for a real estate business. When a Home record's status changes to "Closed," a workflow could automatically update the associated Agent record, log the sale to a connected Google Sheet, and clear out temporary internal notes.

Setting one up

1. Create or edit a workflow.
2. Set the trigger to the created/changed event for your custom object.
3. Add the actions that should run.
4. Save and activate the workflow.