All trigger nodes require setting up in a node form, where you can further specify the parameters for a flow to be triggered. In this section, we will guide you on how to set up every custom object related trigger node so you can initiate your flows based on expected circumstances.
Before configuring custom object trigger nodes, you will need to have at least one custom object created in your company. You can refer to this help center article to learn more about custom object
Loop through SleekFlow custom object records
The “Loop through SleekFlow custom object records” trigger is a manual trigger that allows you to enroll the selected custom object’s records from your company into the flow, as long as they meet the enrollment conditions. For example, you can use this trigger to send notifications to students enrolled in specific classes. If a class is canceled due to bad weather, you can quickly inform the relevant students by enrolling only those records that match the affected class criteria.
Set up the "Loop through SleekFlow custom object records" trigger node form by following the steps below:
- Click on the node to open up its form, which will appear on the right side of the screen
- Select a custom object. If no object is created, you can refer to this help center article to create a custom object
- The node form contains the following fields for you to set up the trigger:
- Enrollment conditions: When toggled on, you can set specific conditions that the custom object record must meet in order to be enrolled into the flow
Custom object record created
The “Custom object record created” trigger activates whenever a new record is created for a selected custom object, such as an order or booking. This trigger is ideal for automating actions when new records are added, like sending out confirmation messages to users.
For example, you can use this trigger to automatically send a confirmation message to a customer when a new booking is made. This ensures that customers promptly receive important information related to their transactions.
Set up the "Custom object record created" trigger node form by following the steps below:
- Click on the node to open up its form, which will appear on the right side of the screen
- Select a custom object. If no object is created, you can refer to this help center article to create a custom object
- The node form contains the following fields for you to set up the trigger:
- Enrollment conditions: Toggle this on to define the criteria that custom object records must meet to be enrolled in the flow
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Add conditions: To specify additional criteria, click “+ Add conditions” and input the required details for records to qualify for enrollment in the flow
Custom object record updated
The “Custom object record update” trigger activates whenever there is a change in a record of a selected custom object, such as a booking or order. This trigger is useful for automatically responding to updates in your records, like notifying customers about changes in order status.
For example, you can use this trigger to automatically send a notification to customers when their order status changes to “Shipped.” This allows you to keep customers informed in real-time without manual intervention.
Set up the "Custom object record updated" trigger node form by following the steps below:
- Click on the node to open up its form, which will appear on the right side of the screen
- Select a custom object. If no object is created, you can refer to this help center article to create a custom object
- The node form contains the following fields for you to set up the trigger:
- Enrollment conditions: Toggle this on to define the criteria that custom object records must meet to be enrolled in the flow
- Add conditions: To specify additional criteria, click “+ Add conditions” and input the required details for records to qualify for enrollment in the flow
Custom object scheduled date and time
The “Custom object schedule date and time” trigger activates a flow based on the selected date or date/time property of a custom object. This allows you to automate actions that are scheduled to occur at specific times tied to your custom object records. It’s particularly useful for sending timely notifications and reminders to your customers, for example booking reminders, shipment reminders, and subscription renewal reminders.
You can set up the "Custom object schedule date and time" trigger node form by following the steps below:
- Click on the node to open up its form, which will appear on the right side of the screen
- Select a custom object. If no object is created, you can refer to this help center article to create a custom object
- In the “Scheduled based on” field, select the date/time property within the chosen custom object. This property will be used to trigger the subsequent nodes in the flow. If the selected custom object does not have an existing date/time property, you will not be able to make a selection.
- The node form contains the following fields to set up the trigger:
- Trigger date: Choose whether the trigger should activate on the exact property date or set it to trigger before or after that date
- Trigger time: Configure whether the trigger should execute at the time specified in the property, before or after the property time, or at a custom time
- Enrollment conditions: Toggle this on to define the criteria that custom object records must meet to be enrolled in the flow
- Add conditions: To specify additional criteria, click “Add condition” and input the required details for records to qualify for enrollment in the flow