Skip to content
Elooo SystemHelp Center Go to website

Custom objects

How to automate a custom object with workflows

Go to Automation › Workflows › Create Workflow and choose the workflow based on your object (e.g. Property). Use the "Property Created" or "Property Changed" triggers (filtered, e.g. Status = Sold) and actions like Update Associated Record, Clear Fields, Add Note or Webhook. Publish.

Updated on

Before you start

  • The object already exists, with its fields and associations set up: the workflow only sees what's already defined.
  • Decide when it should fire (record created or record changed) and what should happen next.
  • Object workflows run "on" the object record (the property, the policy), not on the contact. To message the linked contact, use the associated-record actions or a contact workflow.
Where to find it

Automation › Workflows › Create Workflow › (object-based workflow, e.g. Property)

Step by step

Create the object workflow

  1. Open Automation › Workflows and click Create Workflow.
  2. Choose the workflow type based on your object (e.g. Property, Vehicle, Policy) instead of the contact workflow.
  3. Give the workflow a clear name (e.g. "Property sold – close out").

Choose the trigger

  1. Click Add Trigger.
  2. Pick one of the object's triggers:
    • (Object) Created — e.g. Property Created: fires when a new record comes in (by hand, through a form or an import).
    • (Object) Changed — e.g. Property Changed: fires when a record is updated.
    • Inbound Webhook: fires when another system sends data.
  3. Under Filters, narrow the trigger to what matters, for example Status is "Sold". Without a filter, any change fires the workflow.
  4. Save the trigger.

Add the actions

  1. Click the + below the trigger and choose an action:
    • Create (Object) or Associated Record: creates another record (e.g. an opportunity linked to the property).
    • Update (Object) or Associated Record: changes fields on the record itself or on a linked record (e.g. mark the "Buyer" contact as a customer).
    • Clear fields of (Object) or Associated Record: wipes values from temporary fields.
    • Associate Records: links the record to a contact found by email, phone or another field.
    • Add Note: logs a note on the record.
    • Custom Webhook and Google Sheets: send the record's data out (e.g. one row per sale in a sheet).
  2. Combine with the usual tools: If/Else, Wait, Go To, date/number/text formatters, Add To Workflow / Remove From Workflow.
  3. Save each action.

Publish and test

  1. Switch the toggle to Published and save.
  2. Change a test record (e.g. set its status to "Sold") and check in Execution Logs that the workflow ran and the actions happened.

Tips

  • Real estate example: trigger Property Changed filtered by Status = "Sold"; actions: update the associated "Agent" contact, add a row to Google Sheets with the sale details, and clear the "Internal notes" fields.
  • To run a workflow on records that already exist (e.g. all policies about to renew), select them in the object's list and use the Trigger Automation bulk action; the workflow must be published.
  • After a bulk import, the (Object) Created trigger fires for every imported record; use it to link each record to the right contact.

Common problems

  • I don't see my object's triggers → You created a contact workflow. Create a new one and pick the object-based type right at the start.
  • The workflow fires on every change → The trigger has no filter. Edit the trigger and add the condition (e.g. Status is "Sold").
  • The workflow doesn't fire when I change the record → Check it's Published and that the filter value is spelled exactly as in the field (dropdowns distinguish options).
  • "Update Associated Record" can't find the contact → There's no association between the record and the contact, or you picked a different label. Check the record's Related Objects section.
  • I want to email the linked contact → Messaging actions aren't in object workflows. Use a contact workflow, or select the records in the list and use the Send email bulk action to associated contacts.

Frequently asked questions

Can I send the object's data to another system?

Yes. Use the Custom Webhook action to send the record's fields to an external endpoint, or Google Sheets to log them in a spreadsheet.

Does the object have to exist before the workflow?

Yes. Create the object, its fields and associations first; only then do they appear in triggers and actions.

Was this helpful?