Custom objects allow you to store additional data in a scalable manner and link that data to a contact or account
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.
Create the Custom Object
If you need to edit the name or permission for your custom object:
Now you can add Properties to your Custom Object
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.
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!
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.
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:
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:
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.
To create a custom object layout:
All changes are auto-saved and the layout will be applied the next time the custom object is viewed.
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
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).
You'll see this same interface throughout Vitally anytime you'd like to use Custom Objects - in playbooks, health scores, etc.