custom objects

Custom Objects are supported across many areas of Ivorey^TM, but not all of them yet. It helps to know where they currently work, so you can plan your setup with confidence.

Currently supported:

• Contacts and Opportunities, through associations

• Workflows, as triggers and actions

• Forms, Surveys, and Quizzes

• Dashboards and Reporting

• APIs and Webhooks

• Custom Fields and Tasks

Not currently supported:

• Email Campaigns, Bulk Email, and Bulk SMS

• Conversations

• Funnels and Websites, for dynamic Custom Object data

• Calendars and Scheduling

• Reputation and Reviews

• Payments and Invoicing

• Company records

Contacts store information about people, and Opportunities track sales deals moving through your pipeline. Custom Objects are for everything else your business needs to track that does not belong to either, such as programs, applications, properties, or projects. Each Custom Object record can be connected back to a contact or opportunity, so you get a full picture of your client relationships without cluttering their contact profile with unrelated details.

Custom Objects work best for structured, repeatable records, things like client program enrolments, project files, or applications, where the same type of entity happens again and again and needs consistent fields and automation. They are not the right fit for simple segmentation. If you just need to group or filter your existing contacts, tags, custom fields, and Smart Lists will usually do the job better and with less setup.

1. From the Ivorey^TM main menu, go to Settings > click Objects > and click the [+ Add Custom Object] button

2. Add details about the object

   1. Enter a Singular Name (e.g. Program Enrolment)

   2. Enter a Plural Name (e.g. Program Enrolments)

   3. Review the Internal Name and Primary Field. You can adjust the internal name at this point only, by clicking the </> icon beside it

   4. Add a label for your Primary Display Field (e.g. Program Name)

   5. Choose an Icon and add a Description to help you and your team remember what this object is for

3. Click the [Create Custom Object] button

Delete a Custom Object (Irreversible)

1. Click the ⋯ (three dots) next to the object’s name.

2. Choose Delete.

3. Type DELETE to confirm.

Deletion removes the object and all records, associations, workflows, and custom fields linked to it; this cannot be recovered.

1. Click into your new object from the Objects page

2. Click [+ Add Field] to create a custom field (e.g. Cohort, Enrolment Status)

3. Choose a field type for each field you add

4. Enter a field name

5. Select Folder Name

6. If you want to prevent duplicate entries, such as an enrolment ID or internal reference number, toggle the field to [Mark as unique field]
   
   Note: only Single Line Text, Multi Line Text, Number, and Phone field types can be set as unique, and you can set up to 10 unique fields per object. Uniqueness is enforced across your entire account, including the platform, workflows, forms, and API.
   

7. Click [Create custom field] to update your object

1. From the Ivorey^TM main menu, go to Settings > click Objects > go to Associations > and click [+ Add Association]

2. Choose the object you want to connect it to (e.g. Contact or Opportunity)

3. Add a label to describe the relationship (e.g. "Enrolled In"), so it is clear when viewing connected records

4. Set the relationship type (e.g. one Contact can have many Program Enrolment records)

5. Click [Save] to finalise the association

1. From the Ivorey^TM main menu, go to Workflows > click [+ Create Workflow] > and select your custom object from the list of object based workflows

2. Click [+ Add New Trigger] > and choose a trigger:

   1. [Object] Created: starts the workflow when a new record is added

   2. [Object] Changed: starts the workflow when a record is updated

   3. Inbound Webhook: starts the workflow when data is received from an external source

3. Add any filters you need > click [Save Trigger]

1. Click [+] to add an action, such as:

   1. Create [Object] or Associated Record: creates a new custom object record, or a linked record

   2. Update [Object] or Associated Record: updates fields on the record, or a linked record

   3. Clear Fields of [Object] or Associated Record: clears selected fields on the record

   4. Add to Notes: Adds a note to the object record

   5. Custom Webhook: sends your custom object data to an external tool

   6. Google Sheets: logs your custom object data to a spreadsheet
      
      Note: You can also combine these with standard workflow tools like If/Else, Wait, and Update Custom Value, to build more advanced automations.
      

2. Once your actions are added, toggle your workflow to [Publish] > and click [Save]

3. Test your workflow by creating or updating a record, then check the [Execution Logs] tab to confirm it ran correctly

Only account admins can create or edit Custom Objects. Regular team members have read-only access to them.

You can create up to 10 Custom Objects.

Deleting a Custom Object is permanent. It removes the object along with all of its records, associations, workflows, and custom fields, and this cannot be recovered.

No. Custom Objects are built for tracking business records, not for replacing your marketing, calendar, payment, or reputation tools. Keep using those features for what they're designed to do, and use Custom Objects to track the extra business details around them.

We recommend using fields from only one Custom Object per Form, Survey, or Quiz builder, to avoid setup issues.