Introducing Custom Objects in Bosseo CRM Workflows
We are thrilled to announce the latest enhancement in Bosseo CRM: Custom Objects now fully integrated into workflows! This powerful feature unleashes new possibilities for automating processes tailored to specific objects, such as Home, Cars, and Pets. With custom objects, you can initiate workflows through triggers specific to these objects and define unique actions that streamline your operations, enhancing efficiency and productivity in your business processes.
What’s New?
Custom Object Workflows
Create workflows that are specific to your custom objects (e.g., “Home” for real estate agencies), allowing you to better organize and manage processes that are unique to your business needs.
Trigger Workflows with Custom Object Events
Automate your business processes using triggers that activate workflows based on events related to your custom objects.
Perform Targeted Actions
Define object-specific actions such as creating, updating, or clearing custom object records, and seamlessly integrate these actions with other tools, enhancing operational efficiency.
How It Works
To start leveraging this feature, navigate to the Workflow Landing Page and click on Create Workflow. From there, select the Object-based Workflow you wish to configure. Customize your workflow with an array of triggers and actions, including:
Triggers
- Custom Object: Home Created, Home Changed
- Events: Inbound Webhook
Actions
- Custom Objects: Create, Update or Clear fields of Home or Associated Record
- Send Data: Options like Custom Webhook, Google Sheets Integration
- Internal Actions: Utilize If / Else, Wait, Update Custom Value, among others
- Workflow AI: Employ GPT powered by OpenAI for deeper automation possibilities
Use Cases
Real Estate Agencies
A real estate agency using the “Home” custom object can automate processes when a property is sold. For example, if the Home Status field is updated to “Closed,” workflows can trigger to update records, notify the agent, and log the sale into Google Sheets, keeping all data aligned and centralized.
Home Improvement
Companies specializing in home improvement can use custom object workflows to automate appointment scheduling based on service requests, updating client records, and integrating data with accounting software for seamless billing processes.
Legal Practices
Law firms can benefit from custom object workflows by automating the creation and tracking of case-specific documents, client communications, and billing, ensuring efficiency and reducing administrative workload.
Medical Practices
Medical practices can leverage these workflows to automate patient data updates, appointment reminders, and billing processes, ensuring compliance and enhancing the patient management system’s efficiency.
With the powerful integration of Custom Objects into Bosseo CRM workflows, the possibilities for automation and efficiency are endless. We look forward to seeing how our users leverage these capabilities to streamline their operations and enhance their business outcomes.
