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Custom Objects Add-on

The no-code object layer. Model the data your business actually runs on — Properties, Vehicles, Loan Applications, Work Orders, Patient Records — and use it instantly across workflows, search, reporting, APIs and AI.

252
Standard objects it extends
18
Modules in the unified model
Minutes
To model a new object
Native
Works with workflows, search, reports & APIs
Overview

The platform extension layer

Office24by7 already ships a unified data model of 252 standard objects across 18 modules. Custom Objects let you add your own — Properties, Vehicles, Loan Applications, Work Orders, Patient Records, Inspection Reports or Vendor Contracts — and use them instantly across workflows, search, reporting, APIs and AI, exactly like a native object.

No-code schema control

Business teams add and modify objects without developer tickets or release windows.

First-class records

Custom records work with search, mobile, dashboards, import, export, APIs and automations.

Industry-ready examples

Object patterns for healthcare, manufacturing, real estate, finance, automotive, logistics, retail, education and more.

FCA intelligence

The Flow-Cognition Agent can score, summarize, classify, detect anomalies and recommend actions on any object.

Field types

Every field type teams need

Rich schemas for structured data, unstructured notes, relationships, computed fields, documents and lifecycle status tracking.

Text / Rich Text

Single-line notes, formatted descriptions, comments and operational instructions.

Number / Formula

Integers, decimals, calculated expressions, rollups, scoring values and commercial metrics.

Date / DateTime

Appointment dates, SLA timers, renewal dates, follow-up reminders and timezone-aware schedules.

Relation

Lookup and master-detail links between any native or custom object.

URL / Email / Phone

Validated contact fields, web links, vendor portals and communication endpoints.

File / Image

Attachments, KYC files, invoices, evidence, media and supporting documents.

Dropdown / Multi-select

Controlled picklists, multi-tag classifications, stages, reasons and segment labels.

Boolean / Status

True/false flags, lifecycle states, checklist markers and business status trackers.

Core capabilities

Native module power for your data

Each custom object gets the same operating capabilities expected from core CRM, Custom Applications, BPA, communication, analytics and AI modules.

Schema Builder

Visually design any object structure with fields, validation, ordering, defaults and conditional rules — without code or downtime.

  • ✓ Drag-and-drop field editor
  • ✓ Validation rules
  • ✓ Conditional required fields
  • ✓ Default expressions

Relationships

Connect custom objects to contacts, deals, tickets, modules and other custom objects with many-to-many and one-to-many models.

  • ✓ Lookup relationships
  • ✓ Master-detail structure
  • ✓ Cross-object rollups
  • ✓ Cascade controls

Automation Triggers

Launch workflows, notifications, webhooks, approvals and FCA intelligence from any object event or field change.

  • ✓ Create/update/delete events
  • ✓ Field-change triggers
  • ✓ Scheduled actions
  • ✓ AI scoring events

Views & Reporting

Turn every object into list views, kanban boards, calendar views, dashboards and scheduled reports.

  • ✓ List and kanban views
  • ✓ Calendar views
  • ✓ Dashboard widgets
  • ✓ Cross-object reports

Permissions & Visibility

Control every object, record and field through roles, ownership, sharing and audit trails for enterprise governance.

  • ✓ Role-based visibility
  • ✓ Field-level controls
  • ✓ Record ownership
  • ✓ Audit trail
AI-Native Records

The Flow-Cognition Agent, on any object

Apply the Flow-Cognition Agent to any custom object — it reads the record, reasons over it and acts, all inside the same governance and audit trail.

  • ✓ Custom AI scoring on any object
  • ✓ Record summaries generated on demand
  • ✓ Anomaly detection across records
  • ✓ Predictive fields that fill themselves
Explore FCA Technology →
Object created · “Loan Application”
14 fields · linked to Contacts
Live
AI risk score · 0.82
Custom scoring model
↗
Summary generated
12 records, under 2s
Auto
Anomaly flagged · “Amount”
3× above normal
Safe
Object lifecycle

From idea to live object

A custom object moves from business idea to production use through a practical six-step lifecycle — no deployments or maintenance windows.

1

Name your object

Choose a business name, icon and visibility scope for the new object.

2

Design the schema

Add fields, validation rules, defaults and required/optional logic.

3

Define relationships

Connect to native modules or other custom objects with lookup and rollup logic.

4

Build views

Create list, kanban, calendar and dashboard-ready views for each team.

5

Attach automations

Trigger workflows, alerts, approvals, APIs and AI scoring from object events.

6

Publish and go live

Publish the object across search, mobile, reporting and integrations.

Minutes
Idea to live
No
Developer tickets needed
No
Release window to publish
Industry examples

Real objects, real outcomes

How different industries model operational data using Custom Objects, then automate work around those records.

Real Estate · Properties

Track every property from listing to closing with valuation alerts and agent-assignment workflows.

AddressBedroomsPriceStatusAgent

Automotive · Vehicles

Manage the vehicle lifecycle from sale to service with warranty renewals and maintenance reminders.

VINMake/ModelOwnerService StageWarranty

Healthcare · Patient Records

Capture clinical data securely and automate follow-up scheduling with field-level controls.

Patient IDDiagnosisPhysicianTreatment PlanFollow-up

Manufacturing · Work Orders

Track production in real time, trigger delay alerts and roll up completion metrics to dashboards.

Order #SKUMachineStatusCompletion %

Finance · Loan Applications

Automate document collection, approval workflows and AI risk scoring on every application.

ApplicantLoan TypeAmountStageRisk Score
Industry blueprints

Starter objects for 22+ industries

Don’t start from a blank schema. Office24by7 ships ready-to-use object blueprints across 22+ industries — clone one, rename the fields and go live. Every blueprint is a starting point: objects, fields and automations are fully customizable, and new catalogs are added continuously.

Real Estate

Properties, listings, site visits and agent assignments.

Automotive

Vehicles, test drives, service jobs and warranty records.

Healthcare

Patient records, visits, treatment plans and follow-ups.

Manufacturing

Work orders, machines, batches and quality checks.

Finance & Fintech

Loan applications, KYC files, approvals and risk scores.

Insurance

Policies, claims, assessments and renewals.

Logistics

Shipments, fleets, routes and delivery milestones.

Retail & Ecommerce

Stores, SKUs, returns and loyalty programs.

Education

Courses, batches, admissions and student records.

Travel & Hospitality

Bookings, itineraries, properties and guest requests.

Legal & Professional

Matters, contracts, documents and billable work.

Pharma & FMCG

Products, distributors, field visits and compliance.

Plus SaaS, BPO, agriculture, events, digital marketing and more — or build your own object from scratch in minutes.

Governance

Governed by design

Custom Objects are not isolated tables — they inherit platform controls for search, import, mobile, reporting, permissions, auditability, APIs and automation governance.

Plan capacity

Scale from a focused set of custom objects on growth plans to unlimited custom objects on enterprise plans.

Field capacity

Each custom object supports a rich schema with fields across every available field type.

Automation

Any automation that works on native objects can also run on custom objects.

Global search

Custom object records are indexed and available through platform-wide search.

Import

CSV and XLSX imports map columns to custom object fields during onboarding or migration.

API access

Every custom object can be exposed through API endpoints and webhook events.

Model any business object. Automate every workflow.

Custom Objects is an add-on to any Office24by7 plan. Every new object is searchable, reportable, automatable, mobile-ready, API-ready and AI-ready from day one.