The Custom Object Created Trigger lets you automate workflows linked to your custom objects whenever a new one is created. Filtering the trigger by specific field inputs gives you precise control to optimise your workflows and improve operational efficiency.
How It Works
Begin by creating a new workflow in the Automation section of your account, or open 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'll use an Examples custom object to show how you can use the Custom Object Created Trigger.
Add New Trigger
Once your workflow builder is open, rename the workflow, then click 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 give a clear overview of the trigger's function.
Applying Filters
Add filters to specify the conditions under which the workflow should activate. You can filter by the primary object field name and the object name.
From the dropdown menu, select an operator to finalise the filter configuration. You can specify whether the trigger should activate when the field contains a particular phrase, whether the phrase matches the input exactly, or whether 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, such as creating, updating, or clearing custom object records, to automate your object management.