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 accessing 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 will use an Examples custom object to demonstrate how you can use the Custom Object Created Trigger.

Add New Trigger

With your workflow builder now loaded, proceed to 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 give a precise overview of the function of the trigger.

Applying Filters

Add filters to specify the conditions by which the workflow should be activated. You will be able to filter by the primary object field name and the name of the object. 

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, ensuring each phrase is separated 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.