Custom Objects are fully integrated into CrocoClick Workflows.
They allow you to create automations centered around your business objects, rather than just Contacts or Opportunities.

This allows you to trigger workflows based on events related to a Custom Object and automate actions targeting that object, its associations, or external tools.

What’s New in Workflows Based on Custom Objects

Custom Object-oriented workflows introduce a new way to structure automation in CrocoClick.

• Object-specific workflows: It is now possible to create a workflow directly linked to a specific Custom Object (e.g., Property, Vehicle, Pet, Contract).
  This allows for a clear separation of business logic and avoids complex generic workflows.

• Triggering on object-specific events: Workflows can be triggered when a Custom Object is created or modified, based on its fields and status.

• Targeted and Contextualized Actions: Actions can directly affect the relevant object, an associated object, or trigger external integrations, without going through Contacts.

General operation

The operation is similar to standard automations, with business-object-oriented logic.

• You create an automation based on a Custom Object.

• You choose a trigger linked to this object.

• You chain together actions tailored to your process.

This approach makes automations more readable, maintainable, and reliable.

Available triggers

Triggers allow you to start a workflow based on an event linked to a Custom Object.

• Custom Object Created: The workflow triggers as soon as a new record is created for the selected object.

• Custom Object Modified: The workflow triggers when one or more fields of the object are modified. Conditions can be added to target a specific change (e.g., status, date, value).

• Incoming Webhook: Allows you to trigger a workflow from an external event received via webhook and associated with a Custom Object.

Available Actions

Actions allow you to automate operations on Custom Objects, their associations, or external tools.

Actions on Custom Objects

These actions allow you to act directly on the object or on an associated object.

• Create a Custom Object or associated object record

• Update an existing record

• Clear or reset certain fields of an object

Data Sending and Synchronization

These actions are used to transfer data from Custom Objects to other tools.

• Sending via a custom webhook

• Adding or updating data in Google Sheets

Internal workflow actions

These actions are used to structure the workflow logic.

• If / Else

• Wait

• Update custom values

• Go to a specific step

• Date and time formatting

• Number formatting

• Array functions

• Drip (progressive sequence)

• Text formatting

• Custom code

AI Actions

• AI Workflow (GPT): Allows you to use AI to analyze, transform, or enrich data from a Custom Object within a workflow.

Real-world use case

Context

A real estate agency uses a Custom Object named Property to track its listings. Each property has a Status field with values such as: Available, Under Offer, Sold. When the status changes to Sold, the agency wants to automate the following steps.

Trigger

• Custom Object modified

• Condition: the Status field changes to Sold

Automated Actions

• Update an associated object (e.g., the Agent linked to the property)

• Add a row in Google Sheets to record the sale

• Clear temporary fields such as internal notes or draft comments

This automation ensures consistent data updates without manual intervention.

Frequently Asked Questions