Custom Objects
Bulk Import Custom Object Records (CSV) with Bulk Actions
Bulk importing Custom Object records lets you quickly onboard large datasets while maintaining clean, conflict-free records.
Read guideAdaptive AI · By Adaptation Living LLC
Property Custom Fields
Capture business-specific property information in structured fields.
11 guides in this area
Step-by-step library
Guides for Property Custom Fields
Start with the guide that most closely matches the screen or task you are working on. Related material from other platform sections is included when it directly supports this topic.
CRM Workflow Actions
Custom Object and Company Based Workflow Actions & Triggers
Adaptive AI’s custom object and company based workflow actions and triggers let you automate across Contacts, Companies, and Custom Objects.
Read guideChat Widget
Adding Custom Fields in the Chat Widget Contact Form
Chat Widget is expanding its user experience with mind-blowing support with custom fields in contact form used in SMS/Email and WhatsApp chat.
Read guideSmart Lists
Adding Files To Contacts using a Custom Field
This article explains how to add and manage files for contacts in Adaptive AI using a File Upload custom field.
Read guideManaging Opportunities
Conditional Custom Fields for Opportunities
Conditional Custom Fields let Admins control which opportunity fields appear and which fields must be completed based on a deal’s pipeline, stage, status,…
Read guideForms
How to Quickly Add and Edit Custom Fields in Forms and Surveys
Please Note: When a custom field contains the word "score" in its name, the system automatically interprets it as a numeric scoring element.
Read guideGetting Started with Opportunities
How to use Custom Fields for Opportunities
Custom Fields for Opportunities give you the flexibility to tailor your CRM to match your exact sales process.
Read guideQuizzes
Map Quiz Results Directly to CRM Custom Fields
Quiz Result → CRM Field Mapping allows quiz results to automatically populate into contact-level custom fields in your CRM.
Read guideCRM Workflow Actions
Workflow Action – Find Object Record / Find Company
The Find Object Record action searches your CRM for a specific custom object record using values from an Inbound Webhook trigger.
Read guideCRM Workflow Actions
Workflow Action – Remove Associated Records from Workflow
The Remove Associated Records from Workflow action is available in all workflow types — Contact-based, Company-based, and Custom Object-based workflows.
Read guideWorkflow Builder
Workflow Action - Update Contact Field
The Update Contact Field workflow action lets you write new values to standard or custom contact fields—or clear values on custom fields—directly from a…
Read guide