The Custom Object Created trigger enables you to automate workflows associated with your custom objects whenever a new custom object is created. By allowing you to filter the trigger based on specific field inputs, it provides advanced customization options to optimize workflows and improve operational efficiency.
How It Works #
Begin by creating a new workflow in the Automation section of your account, or access an existing Objects workflow from the list.
Note: The title of the Custom Object workflow option will vary depending on the Custom Objects you have configured in the Settings > Objects section, and will take the format of {{Custom Object Name}} based workflow. In this guide, we use an Examples custom object to demonstrate the Custom Object Created trigger.
Add New Trigger #
With your workflow builder now loaded, rename the workflow, then click the option to add a trigger and select the {{Custom Object}} Created trigger from the list.
Workflow Trigger Name #
Update the Workflow Trigger Name if necessary to provide a clear overview of the trigger’s function.
Applying Filters #
Add filters to specify the conditions by which the workflow should be activated. You can filter by the primary object field name and the object name.
From the dropdown menu, select an operator to finalize the filter configuration. You can specify whether the trigger should activate when the field contains a particular phrase, if the phrase matches the input exactly, or if the field is empty or not. For phrase-based operators, enter the desired phrase in the designated field, separating each phrase by pressing the Enter key.
Review your trigger configuration, then click Save to add it to your workflow. You can then define object-specific actions, like creating, updating, or clearing custom object records, to automate your object management.
Frequently Asked Questions #
When does the Custom Object Created trigger fire? #
It activates a workflow whenever a new record of the selected custom object is created.
Why does the workflow option name vary? #
The option’s name reflects the custom objects configured in Settings > Objects, appearing as {{Custom Object Name}} based workflow.
What can I filter on? #
You can filter by the primary object field name and the object name, then choose an operator to define the matching condition.
What operators are available? #
Operators let you activate the trigger when a field contains a phrase, matches it exactly, or is empty or not empty.
How do I enter multiple phrases for a filter? #
For phrase-based operators, type each phrase in the designated field and press Enter to separate them.
What actions can follow this trigger? #
You can define object-specific actions such as creating, updating, or clearing custom object records to automate object management.
