Custom Objects in Workflows
A
Ahmed Khan
Custom Objects in Workflows
We do not have custom objects if we need to add them as trigger or an action in the workflow list, kindly add them to triggers as well as actions so we can create automations and actions based on the custom objects in CRM
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S
Shane Veldhuizen
This seems like a must. Otherwise we will be relying on manually updating custom objects? Also I don't see any way to mass import custom objects
J
Joel Holguin
Just adding into this, if we could create/update custom objects with workflows or via the API would be amazing!
L
LIFE180 Operations
We use this for insurance policies. Those policies have a date. we would like to set reoccurring reminders for the user and a calendar invite for the contact. were were doing this with contact custom fields and I was able to do a custom date field with the custom object but no way to do any automations based on that custom date in workflows.
C
Christophe Goulet
LIFE180 Operations Same here for accounting
A
Ahmed Khan
We do not have custom objects if we need to add them as trigger or an action in the workflow list, kindly add them to triggers as well as actions so we can create automations and actions based on the custom objects in CRM