Custom Objects

Custom objects allow you to store additional data in a scalable manner and link that data to a contact or account

About Custom Objects
You now have the ability to manually create Custom Objects that are managed in Vitally or sync Custom Objects via Zapier. We'll go over some of the most common Custom Objects via zapier but you are not limited to these. You can bring in from any external system that has objects that your company uses.
Custom Objects: Manual Creation
You can now manually create Custom Objects or sync them from Zapier! 
How-To
How-To Video
Create the Custom Object
1.Navigate to your Settings (⚙️) at the bottom left of the left panel
2.Select Custom Objects under Data Management (or get there via Quick Jump)
3.Select New Custom Object on the top right
4.Name your Custom Object and select your permissions to allow, or not allow, team members to create these custom objects
If you need to edit the name or permission for your custom object:
1.Select manage to the right of the custom object
2.A pop-up will appear where you can edit the name or change the permissions on who should be allowed to create a new opportunity.
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Now you can add Properties to your Custom Object
1.Once you've created the Custom Object, select Manage to the right
2.Select Configure Fields
3.Select Create Custom Trait 
4.Now you can create those traits (i.e Issue ID, Description, Title, etc)
5.Now build your Zap to bring in that Custom Object!
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Custom Objects: Zapier
Using Zapier, you can now have the option to import any data point from across their tech stack into a Vitally Custom Object. Teams can pull in information from a variety of sources such as Jira, HubSpot, and more. In addition, you can also have the ability to create standalone Custom Objects to support a multitude of use cases.
We have templates in Zapier you can use to sync Jira data, you can find them HERE.
Custom Objects: Zapier Use Cases
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Vitally <> Jira Tickets: Sync & update support tickets from Jira for more visibility. You can bring these in as a Custom Object as well as certain properties from the "Jira Issue" so that you have additional context and all the necessary details from that ticket. You can map over properties like "Ticket Description" and "Ticket Priority", which will be shown as Custom Traits in Vitally. Learn more in our blog post!
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Vitally <> CSAT Surveys: Surface customer satisfaction surveys from any CSAT tool that integrates with Zapier. Get the full scope of how customers are feeling after interactions with your team.
Custom Objects: How to sync via Zapier
How-To
How-To Visual
When building your Zap, you want to be sure you have at least your trigger and three actions (trigger, filter, find a customer, create custom object). This example is how to create a new custom object, more specifically a New Jira Issue:
1.Follows the steps above under Custom Objects: Manual Creation​
2.Navigate to Zapier
3.Connect to Jira and set up your trigger
​The Event for this example is "New Issue"​
Choose the account to connect to Jira
Set up your trigger. Should be straight forward!
4.We highly recommend to do some type of duplication! This will allow you to map the Jira issue to the correct Account in Vitally. Our recommendation is to add a filter and use the external ID. We (Vitally) have this set up and we're using a custom field in Jira that has the External ID. External ID is the safest bet since this already exists!
5.Next you'll need an action to "Find a Customer in Vitally". This is because the Jira Issue has the external ID of the Account on a Custom Field and the Vitally Zapier connector wants the Accounts Vitally ID. Fill in the necessary fields to find the external ID and the event Find a Customer.
Search Field is External ID
Searchvalue will be the same field that was used in the filter in step 4 above.
Should this step be considered success when nothing is found: recommended to put "no"
6.Lastly you'll create the custom object instance. So your next action will be to select Create a Custom Object Instance. You'll need to select the Custom Object you created in Vitally and then you'll want to map that customer that we just looked up (step 2) in the Customer field. When setting up action
Customer: ID
Name: We recommend the field "Summary"
External ID: Key (this is referencing the external id on the custom object instance, not the account)
Continue with any other fields you want to map.
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Custom Objects: Native Integrations
Alongside notes and tasks, you can also sync any object associated with your mapped Account object into Vitally. This includes standard objects as well as any custom objects you've created.
To learn more on Custom Objects for our native integrations:
Salesforce
Hubspot
Custom Objects: Configure a layout
By default, any new custom object type that is synced will have its associated traits displayed alphabetically. By using custom object layouts, you can organize the traits in a more useful way.
How-To
How-To Visual
To create a custom object layout:

1.Navigate to your Settings (⚙️) at the bottom left of the left panel
2.Select Custom Objects under Data Management (or get there via Quick Jump)
3.Select Manage > Manage layout on the custom object for which you would like to create a layout
4.Select Create a Layout
5.Configure the layout of the custom object by:
Adding Headers to organize and group traits
Dragging and dropping the traits to reorder
Removing traits that you don't wish to see
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All changes are auto-saved and the layout will be applied the next time the custom object is viewed.
Custom Objects: Visualizing in Vitally
Once your objects are imported into Vitally, you'll be able to leverage them in practically identical ways as you can your tasks, notes, and other 'main' Vitally features. 
Explorers & Views
Dashboards
Account Columns
Explorers & Views
Once your objects are imported into Vitally, you'll be able to leverage them in practically identical ways as you can your tasks, notes, and other 'main' Vitally features. For example, every object will have a top-level 'explorer' where you can browse all objects and even create saved Views for objects that match certain filters (you can filter custom objects using account filters as well as filters on any imported object field!). For example, you can easily save a View (i.e. a report) showing Opportunities with a 'Close Date' within the next 3 months (for example).
Dashboards
You can use your custom objects alongside Vitally's Dashboarding feature. For example, you can build dashboards showcasing a breakdown of Case types, total ARR across a dynamic set of Opportunities, and much more!
Account columns
For every object you sync into Vitally, you can leverage columns/filters on your accounts for 1) the total objects that account has (e.g. number of opportunities) and 2) the last time an object was created (e.g. last opportunity created date).
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You'll see this same interface throughout Vitally anytime you'd like to use Custom Objects - in playbooks, health scores, etc.

How-To	How-To Video
Create the Custom Object 1. Navigate to your Settings (⚙️) at the bottom left of the left panel 2. Select Custom Objects under Data Management (or get there via Quick Jump) 3. Select New Custom Object on the top right 4. Name your Custom Object and select your permissions to allow, or not allow, team members to create these custom objects If you need to edit the name or permission for your custom object: 1. Select manage to the right of the custom object 2. A pop-up will appear where you can edit the name or change the permissions on who should be allowed to create a new opportunity.
Now you can add Properties to your Custom Object 1. Once you've created the Custom Object, select Manage to the right 2. Select Configure Fields 3. Select Create Custom Trait 4. Now you can create those traits (i.e Issue ID, Description, Title, etc) 5. Now build your Zap to bring in that Custom Object!

How-To	How-To Visual
When building your Zap, you want to be sure you have at least your trigger and three actions (trigger, filter, find a customer, create custom object). This example is how to create a new custom object, more specifically a New Jira Issue: 1. Follows the steps above under Custom Objects: Manual Creation 2. Navigate to Zapier 3. Connect to Jira and set up your trigger The Event for this example is "New Issue" Choose the account to connect to Jira Set up your trigger. Should be straight forward! 4. We highly recommend to do some type of duplication! This will allow you to map the Jira issue to the correct Account in Vitally. Our recommendation is to add a filter and use the external ID. We (Vitally) have this set up and we're using a custom field in Jira that has the External ID. External ID is the safest bet since this already exists! 5. Next you'll need an action to "Find a Customer in Vitally". This is because the Jira Issue has the external ID of the Account on a Custom Field and the Vitally Zapier connector wants the Accounts Vitally ID. Fill in the necessary fields to find the external ID and the event Find a Customer. Search Field is External ID Searchvalue will be the same field that was used in the filter in step 4 above. Should this step be considered success when nothing is found: recommended to put "no" 6. Lastly you'll create the custom object instance. So your next action will be to select Create a Custom Object Instance. You'll need to select the Custom Object you created in Vitally and then you'll want to map that customer that we just looked up (step 2) in the Customer field. When setting up action Customer: ID Name: We recommend the field "Summary" External ID: Key (this is referencing the external id on the custom object instance, not the account) Continue with any other fields you want to map.

How-To	How-To Visual
To create a custom object layout: 1. Navigate to your Settings (⚙️) at the bottom left of the left panel 2. Select Custom Objects under Data Management (or get there via Quick Jump) 3. Select Manage > Manage layout on the custom object for which you would like to create a layout 4. Select Create a Layout 5. Configure the layout of the custom object by: Adding Headers to organize and group traits Dragging and dropping the traits to reorder Removing traits that you don't wish to see

Configuring hierarchy labels

Next - Account health scores & metrics

Default metrics

Last modified 24d ago