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Use a custom object (kObject) to trigger a workflow

Last Update: Oct 2024 • Est. Read Time: 2 MIN
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Workflows are used to build automations based on an event related to Kustomer. Triggers automatically cause a workflow to run when a certain event happens, such as when a new chat message is received. In Kustomer, you can run a workflow when a custom object (kObject) is created or updated. For example:

  • You can configure a workflow to send an automated email to a customer to let them know when the status of an Order object changes to "Delivered".
  • Or, you can configure a workflow to proactively update a customer to let them know that all of the items in their Shopify order now have a confirmed "In Stock" status and will be shipping soon.
Who can access this feature?
User typesAdmins can access the Workflows page.


Create a workflow using a kObject as a trigger

You can use a kObject to run a workflow that proactively alerts your customers of a change in their order, such as when an item is delivered. 

Note: You can only use a kObject to trigger a workflow if the Klass is active in your organization.

  1. Go to Settings > Platform > Workflows and create a new workflow.
  2. Select Step 1 Trigger in the editor and then select Kustomer in the Trigger App drop-down menu.
  3. Next, select the event you want to use from the Trigger Event drop-down menu. If, for example, you want to create a workflow that runs when there's a change in the order status, you would select kObject Updated (Order Status).
  4. Add a Condition step that defines what must be true in order for the trigger to activate, such as if you want the workflow to run if the order status changes from Shipped to Delivered.
  5. Next, add the action that you want to occur once this happens. For example, you can send an email to the customer to let them know that their order status has changed and their items were delivered.