Custom Objects

Just like "Find Contact" workflow action allows us to then update a contact, add a "Find Object" action which we can then fully utilize the current "Update Object or Associated Record" action.

I would love to be able to see my Objects on my Pipeline

Add widgets for Custom Objects in Dashboard.

Currently there is a limit of 3 Custom Objects. Can we get a higher limit please? Like 10?

We want it to perform in the same way that the premium webhook action functions. We want it to be able to pull in the data from the object so we can map it into the workflow builder. This can be done with api but this is a quick win for custom objects.

Just as we can keep notes in a contact file, we should be able to keep notes in the Custom Object file.

Use Cases: 👤 Sales reps should see and edit only essential contact fields/ field folders (e.g., name, phone, email, deal details), but not sensitive fields like 💰 commission, 🏷️ costs, 🔄 automation fields, 🎁 loyalty points, or 💳 credits systems. 👑 Managers/admins have access to all contact fields, including sensitive data and incentive systems, for complete oversight and management. 🔒 Field/folder visibility can be set by user role, keeping UIs uncluttered and reducing risk of mistakes (similar to workflow permissions). Locked or Hidden but visible to admin/agency. 🤝 Agencies offering 3rd party access can hide internal or technical fields (automation, credits, loyalty) from clients, while still allowing select access for partners or automation updates.

Company Object has this and would have been enough if not for its very limited association. Custom Objects is a better option in managing different entities especially for medium-enterprise businesses.

Formula Fields are very useful at extending capabilities and allowing users to quickly create automatic calculations rather than manually entering results. A formula field is a custom field that automatically calculates values based on a formula expression. Formula fields are read-only, meaning users can't directly edit the value. Instead, the value is calculated based on the formula and the values in the source fields. This is not a new concept, since most CRM systems such as Salesforce, Zoho, Hubspot, freshworks, vtiger, salesloft, MS Dynamics, and Sugar all have the ability to create formula fields. If you are familiar with Excel, than you know how handy formula fields are as they allow us to create simple or even more complex formulas based on data from a record and from its related records if needed. Some examples of use cases that come to mind are: Dynamic Payment Calculations for Appointments or Services For example, if each appointment hour costs $150 Formula: ( {{appointment.only_end_time}} - {{appointment.only_start_time}} ) * 150 Lead scoring based on Engagement and Attribution Formula: IF( {{contact.attributionSource.utmSource}} = "google", 10, 5 ) + ( {{ contact.email _open_count}} * 2 ) Visualize Lead Temperature (using IMAGE and CASE) Formula: CASE( {{contact.rating}}, "Hot", IMAGE("/img/samples/light_Red_fire.gif", "Hot"), "Warm", IMAGE("/img/samples/light_Yellow.gif", "Warm"), "Cold", IMAGE("/img/samples/light_Blue_snowflake.gif", "Cold"), IMAGE("/img/samples/light_grey.gif", "No Rating")) Add 30 Days to an Enrollment Date Formula: ( {{contact.enrollment_date}} + 30 ) The ideal situation would be whenever your are creating a custom field and you choose the Formula Field Type, it would allow you to open a formula editor where you could construct the formula and insert other fields, operators, and functions. Here are some Operators that should be included: Math Operators (+, - , *, /, ^ ) Logic Operators ( =, <, >, <=, >=) Logic Functions ( AND, OR, IF, CASE, ISBLANK, ISNEW, NOT, IS) TEXT Functions ( FIND, CONTAINS, HYPERLINK, IMAGE, INCLUDES)