> ## Documentation Index
> Fetch the complete documentation index at: https://docs.apyconnect.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom objects

> Create the objects your business runs on (policies, vehicles, properties, appointments…) and use them like any other part of the CRM.

Every business tracks different things: an insurer has **policies**, a car dealer has **vehicles**, a clinic has **appointments**. **Custom objects** let you create those objects in your CRM, with their own data and stages, and connect them to your contacts, companies, deals and tickets.

<CardGroup cols={2}>
  <Card title="Your own data" icon="table-list">
    Define the properties you need: text, numbers, money, dates, options, team members, references to other records and more.
  </Card>

  <Card title="Stages and board" icon="table-columns">
    If the object moves through stages (quoted, active, up for renewal…), see it on a board and drag records along.
  </Card>

  <Card title="Connected to everything" icon="link">
    Relate each record to contacts, companies, deals, tickets or other objects.
  </Card>

  <Card title="Automate it" icon="bolt">
    Use them in bots, automations, segments, campaigns, reports, Mia and the API.
  </Card>
</CardGroup>

## Create an object

Go to **Settings → Custom objects**. You can start in two ways:

* **From a template:** there are templates for more than 20 kinds of business (insurance, lending, health, car dealers, repair shops, real estate, education, travel, hotels, gyms, logistics, e-commerce, legal, SaaS, HR and more). Each one brings its objects with properties, stages and relations ready, and you can add only the objects you need.
* **From scratch:** give it a name (singular and plural), an icon and a color, and choose whether it has stages.

Then, in the object's settings, you adjust:

* **Properties:** add and sort them, mark them as required or unique (for example, the policy number) and choose which ones show in the list and on board cards.
* **Stages:** their name, color, and whether they're open, won or lost.
* **Relations:** what each record connects to (contacts, companies, deals, tickets or another object) and whether it's one or many.
* **Access:** what each role can do (see below).

<Note>
  Only admins (people who can change settings) create and configure objects. The number of objects and records depends on your plan.
</Note>

## Work with records

Each object shows up in the **CRM** menu with its icon. There you can:

* See records as a **table** or a **board**, search, filter by any property, choose columns and sort.
* **Create and edit** records from a side panel, and open each record's **page** with its data, relations, notes and change history.
* Make **bulk changes**: move stage, assign an owner or delete several at once.
* **Import** from CSV or Excel (updating existing ones by a unique property) and **export** to CSV.
* Recover deleted records from the **trash** for 30 days.

Records also show up where you work every day:

* On the **contact, company, deal and ticket** pages, with the related records and a button to create a new one already linked.
* In the **inbox**, as a tab with the object's icon in the conversation's right panel.
* In **global search** (Ctrl + K) and in **Mia**'s @ mentions. Mia can also search, read, create and edit records (changes always go through your approval).

## Automate

* **Automations:** start them when **a record is created**, **changes stage**, **a property changes**, **a date arrives** (X days before or after an expiry, an appointment or a renewal) or a record **has been stalled X days** in the same stage. Use the record's and its contact's data in your messages, for example `{{record_vencimiento}}`.
* **Steps in bots and automations:** **Create record** (with the data the bot collected, linked to the contact), **Update record** and **Find record**: the customer types, say, their policy number and the bot finds it and replies with its data (`{{record.name}}`, `{{record.vencimiento}}`…), or follows the "Not found" path.
* **Segments and campaigns:** build segments like "contacts with a policy expiring this month" or "contacts without any policy" and use them in your campaigns. See [Segments](/en/crm/segmentos).

## Who can see and edit

In each object's **Access** tab, pick a level for each role:

| Level | What they can do |
| - | - |
| **No access** | Doesn't see the object anywhere (menu, search, records, inbox, Mia or reports). |
| **View only** | Sees every record but can't change them. |
| **Own records only** | Sees and edits only the records they own; what they create is assigned to them. |
| **View and edit** | Sees, creates, edits and deletes records. |

A role you don't configure follows its CRM permissions. Admins always have full access.

## Reports

In **Analytics → Objects**, pick an object and a period to see how many records are open, how many were created and closed (won or lost), the average time to close, the total of a money property (for example, total premiums), the stage funnel, open records by owner, and records created by an options property.

## Objects added by integrations

Some integrations add their own object to your CRM. For example, [Become Digital](/en/integraciones/become) adds **Identity verifications**: one record per verification, with its status as the stage. The integration keeps those records up to date; you can add your own properties, notes, relations and owner. If you pause the integration, the object is hidden and its data is kept.

## API and webhooks

Read and write records from your systems with the API (`/v1/objects`) and receive the `record.created`, `record.updated`, `record.stage_changed` and `record.deleted` events on your webhooks. See [Webhooks](/en/api/webhooks).


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