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Create a custom object

Create a custom object creates a new custom object record in your CRM. Use it to automatically generate records for custom entities (tickets, projects, properties, etc.) when a qualifying event occurs.

How it works​

  1. The automation reaches the Create a custom object step
  2. The step creates a new custom object record using the fields you configure
  3. The new record is brought into scope for downstream steps
  4. The automation continues to the next step

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Custom objects, select Create a custom object
  3. Configure the custom object type and field values as prompted
tip

Use Add dynamic content to populate custom object fields with values from previous steps, for example pull a contact name from the trigger into a custom field.

Outputs​

After the step runs, the new custom object record is available in scope. Downstream steps can reference its fields via Add dynamic content.