Custom Objects

Represent complex data and relationships within Pylon.

Overview

Custom objects let you define your own data types in Pylon beyond the built-in Account, Contact, and Issue objects. Each custom object type has its own records, custom fields, and is usable across the product in filters, views, AI, and more.

You can create and manage custom object definitions in Settings > Account Data > Objects.

Creating a Custom Object

1. Go to Settings > Account Data > Objects

2. Click Create Object

3. Fill in the object details:

   • Label — The display name for your object type (e.g., "Project", "Subscription")

   • Description — An optional description of what this object represents

   • Icon URL — An optional icon to visually distinguish this object type

   • Visibility — Choose whether this object appears in the account sidebar, issue sidebar, or both

Syncing from CRM

Custom objects can be synced from your CRM, allowing you to pull CRM-specific data into Pylon automatically.

To set up a sync:

1. Go to Settings > Integrations and select your CRM

2. In the Data Mapping section, click Add Object

3. Select the CRM object you want to sync from

4. Map it to an existing Pylon custom object, or create a new one directly from the sync setup

5. Save your changes

Once configured, Pylon will automatically pull records and field values from your CRM. You can also configure bidirectional sync of fields on the object.

Using Custom Objects

Once you have custom objects set up, they integrate across Pylon just like built-in object types, for example:

• Custom Fields — Add additional Custom Fields to add properties to custom objects.

• Filter and sort — Use the filter bar and column sorting to find specific records in the table view. Customize which columns are visible and reorder them to fit your workflow.

• Analytics — Custom object data flows into your analytics and reporting, so you can build views and track metrics around your custom data.

• Triggers — Reference custom object fields in triggers to automate workflows based on your custom data.