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Knowledge Base/Custom Objects./Creating and Editing Custom Objects

Creating and Editing Custom Objects

Create and manage Custom Objects in Bizura to model data beyond Contacts and Opportunities—like Properties, Pets, Cases, or Vehicles. This guide shows where Custom Objects are supported across the app, how to set them up step-by-step, plus FAQs and l

Last updated: May 26, 2026


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On this page

  • What is a Custom Object?
  • Key Benefits of Custom Objects
  • Field Types & Unique Fields
  • Associations & Labels
  • Where You Can Use Custom Objects
  • How To Set Up Custom Objects
  • Step 1 — Create the Object
  • Step 2 — Add Details about the Object
  • Step 3 — Edit Object Details
  • Optional — Delete a Custom Object (Irreversible)
  • Using Custom Objects in Workflows (Automation)
  • Available triggers for Custom Object workflows
  • Available actions for Custom Object workflows
  • How to create a Custom Object workflow
  • Frequently Asked Questions
  • Related Articles

In this folder

  • Getting Started with Custom Objects
  • Creating and Editing Custom Objects
  • Creating and Updating Custom Object Records
  • Custom Objects - Real Estate Case Study
  • Using Custom Objects in Workflow Actions and Triggers
  • SmartLists for Custom Objects
  • Custom Objects In All Plans + Higher Limit
  • Notes on Custom Objects in Bizura
  • Custom Object Templates: Pre-Built CRM Setup in One Click
  • Bulk Delete and Restore Records for Custom Objects, Companies, and Tasks
  • Custom Object Audit Logs
  • Advanced Filters for Custom Objects
  • List View for Custom Objects: Sort, Filter, and Manage Records
  • Custom Objects - Unique Fields Support
  • Using Notes in Custom Objects
  • Bulk Delete for Custom Object Records

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