10 docs tagged with "custom-objects"

Learn how to use the Associate custom object with activity action to link a custom object record to a CRM activity.

Learn how to use the Create a custom object action to create a new custom object record in your CRM.

Create custom CRM modules to track industry-specific data like equipment, properties, or vehicles alongside your contacts and companies. Supports bulk import, automations, smart lists, and API.

Learn how to use the Find custom object action to search for an existing custom object record by field criteria and bring it into scope for downstream steps.

Learn how to use the Get custom object from company action to retrieve a custom object record linked to a company.

Learn how to use the Get custom object from contact action to retrieve a custom object record linked to a contact.

Start an automation whenever a custom object record is added to a list.

Start an automation whenever a custom object record is created or any of its fields are updated.

Start an automation whenever a custom object record is removed from a list.

Learn how to use the Update custom object action to update fields on a custom object record in your CRM.