Custom Object Workflows are now live, allowing users to create workflows based on specific custom objects (like Homes, Cars, Pets). Users can trigger workflows with custom object events and automate actions such as creating or updating records. Setup involves selecting object-based workflows, customizing triggers, and defining actions. A use case example shows a real estate agency automating steps when a home’s status is marked as “Closed,” including updating records and logging sales data in Google Sheets.
November 28
0 comments