Post

4 followers Follow
1
Avatar

Automatically Adding Custom Objects

Shayne Hillier

is there a way to automate the creation of a custom object? For instance, when the status a of contact changes, I'd like to be able to create a new object.

Thanks

Please sign in to leave a comment.

5 comments

0
Avatar

What are you trying to do? You would have a ton of custom objects if you create one on a change. 

Are you trying to set settings on a custom object that is related to the customer? 

Options EDU 0 votes
0
Avatar

Hey Jeff,

I'm trying to create a "deals" object whenever a "contact" achieves a certain status.  Essentially creating a new project for a contact.  

After doing a little research, this doesn't seem possible unless done through the api. 

Shayne Hillier 0 votes
0
Avatar

If you just have 1 deal per person. You could setup a custom object called deals, with a 1 to 1 relationship to the customer. Whenever you get a new customer set that custom object to the customer. 

https://www.screencast.com/t/Cdc55odv

 

Once you do that in any campaign you can set the fields normally. 

 

Edit: Then again if it is a 1 to 1. You could just create fields on the customer itself. So I am guessing you are doing more than 1 deal. 

Good luck!

Options EDU 0 votes
0
Avatar

right.. that's exactly how i have it setup.  I have the custom object "deals" with a one to one relationship. My issue is automatically creating a new deal when a customer's status is changed.

Shayne Hillier 0 votes
0
Avatar

To clarify, this means automatically adding a custom object RECORD, not a new custom object definition.

This is especially important for Deals. e.g. Sales Stage (custom field) status changes to Prospect = create Deal.

This has been asked several times in the FB User community just this month. Really want to avoid an external custom API build just for this one feature.

David Kellam 0 votes