Create Triggers with Custom Objects

Objective

This article provides a detailed guide on effectively using custom objects in triggers within Outreach.

In the Outreach platform, triggers are used to execute custom actions before or after changes to Outreach records, such as insertions, updates, or deletions. Custom objects are user-defined objects that extend the Outreach data model to meet your specific business needs. 

Combining custom objects with triggers allows for powerful customizations and automation. 

Applies To

• Outreach Administrator
• Outreach User

Procedure

Before creating a trigger, ensure you have a custom object created. If you haven't created a custom object yet please follow the steps outlined in Create and edit custom objects.

Create a trigger

1. Log in to Outreach as an Admin.
2. Click Administration.
3. Click Workflow automations > Triggers.
4. Click Add Trigger.
5. Define the trigger event, conditions, and actions.
6. Select the custom object from the dropdown list and choose the appropriate event for the trigger to process, as outlined in the table below:

Define conditions

Specify the conditions that must be met for a trigger to activate. Conditions can be defined based on the values of fields on the source custom object and its related parent objects.
Conditions may include comparisons to specific values (e.g., “Status equals Closed”) or use change operators to trigger actions based on how a field’s value has changed (e.g. 'Weekly usage changes'). 

Define trigger action

Select the target of the trigger and how often it should run. Actions can be set for a source object and all its related parent objects.

Note: Enabling the Trigger only once per target option sets the trigger to process once for each target that matches the conditions. The trigger will continue to process when new targets that match the conditions are added.    

Actions available for custom objects

If custom object was selected as a target of a trigger, the following actions are available: