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Custom Objects

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

Custom Objects Overview

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.

Manual Create Custom Objects

You can now manually create Custom Objects or sync them from Zapier!
How To
How To Visual
How to manually create a Custom Object
  1. 1.
    Navigate to your Settings (⚙️) by selecting your Account Logo on the top left
  2. 2.
    Select Custom Objects under Data Management (or get there via Quick Jump)
  3. 3.
    Select New Custom Object on the top right
  4. 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. 1.
    Select manage to the right of the custom object
  2. 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.
Adding Properties to your Custom Object
  1. 1.
    Once you've created the Custom Object, select Manage to the right
  2. 2.
    Select Configure Fields
  3. 3.
    Select Create Custom Trait
  4. 4.
    Now you can create those traits (i.e Issue ID, Description, Title, etc)
  5. 5.
    Now build your Zap to bring in that Custom Object!

Configure a Custom Object 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. 1.
    Navigate to your Settings (⚙️) by selecting your Account Logo on the top left
  2. 2.
    Select Custom Objects under Data Management (or get there via Quick Jump)
  3. 3.
    Select Manage > Manage layout on the custom object for which you would like to create a layout
  4. 4.
    Select Create a Layout
  5. 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
All changes are auto-saved and the layout will be applied the next time the custom object is viewed.

Visualizing Custom Objects 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.
Table View
Dashboards
Boards
Account Columns
Table View
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, you can easily save a Table 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 Dashboard feature. For example, you can build dashboards showcasing a breakdown of Case types, total ARR across a dynamic set of Opportunities, and much more!
Boards
Create kanban-style boards that you can use to visualize data in a workflow structure.
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 playbook automation, health scores, etc.

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: