Custom Objects for Workflows
Tailored Data Management for Your Business
Custom Objects is the ultimate tool for managing and interacting with your unique data structures. Designed for businesses and agencies that require flexible, scalable, and reliable solutions, this app empowers you to efficiently handle custom data, streamline workflows, and optimize operations.
Get Object
Create Record
Update Record
Get Record
Detailed Information
Actions
Get Object
Effortlessly retrieve the structure of a custom object to understand its fields and relationships, enabling smooth data handling.
Create Record
Add new records to your custom objects with ease, ensuring your data stays organized and up-to-date.
Update Record
Modify existing records with accurate information, maintaining the integrity of your custom data structures.
Get Record
Access specific records on demand, simplifying data retrieval and enhancing productivity.
Delete Record
Remove unnecessary or outdated records from your database, keeping your system clean and efficient.
Detailed Information
Use Cases
Client Profile Management
Organize client-specific information using custom objects—store unique fields like onboarding status, contract types, or preferences, and access them anytime.
Automated Service Workflows
Trigger workflows based on custom record updates—such as service requests, form submissions, or renewal dates—for hands-free task management.
Business Insights & Reporting
Use structured custom records to generate real-time dashboards, reports, or performance summaries—supporting smarter business decisions.
CRM Enhancements with Custom Logic
Extend your CRM with custom fields and objects to capture niche data points, enabling more personalized interactions and segmented campaigns.
Custom Objects For Workflow
Why Choose Custom Objects For Workflow?
Flexible Data Structures
Easily define, manage, and scale custom data types tailored to your agency’s or business’s specific needs.
Powerful Record Control
Create, update, retrieve, or delete records in real-time—ensuring accurate, up-to-date information flows across your workflows.End-to-End Automation
Integrate custom data directly into your automations, powering advanced logic and decision-making.