Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.octolane.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

Custom objects are available on the Team plan. Contact sales.
Custom objects let you model anything that doesn’t fit into the standard Account / Contact / Opportunity / Task shape. They get the full Octolane treatment. AI fields, views, automation, API, and human-in-the-loop approval.

​
What you can model

Custom objects are useful when your business has first-class entities that aren’t deals.
ObjectCommon use
PartnersResellers, integrators, referral sources you track outside of customers
InvestorsFunds and angels you’re raising from, with stage and check size
ProjectsImplementation projects, with milestones and timelines
PropertiesReal estate or physical assets, with location and status
LoansLending deals with principal, term, and payment schedule
LocationsPhysical sites for retail, healthcare, or logistics
InventorySKUs or units tied to opportunities
VendorsSuppliers and contractors

​
How custom objects work

Every custom object gets:
  • Standard fields. Name, owner, created/updated, tags
  • Custom fields. Text, number, date, select, multi-select, URL, currency, formula, lookup
  • AI fields. Define in plain English, Octolane fills them in from related conversations
  • Relationships. Lookup fields to Accounts, Contacts, Opportunities, or other custom objects
  • Views. Filter, sort, group, save, share
  • Activity timeline. Emails, meetings, notes, and AI actions linked through related Accounts and Contacts
  • API access. Full REST API and MCP tool support
  • Approval queue. Every AI action on a custom object routes through approvals like standard objects

​
Creating a custom object

  1. Open Settings → Data Model → Custom Objects.
  2. Name the object (singular and plural).
  3. Pick an icon and color.
  4. Add custom fields and AI fields.
  5. Define relationships to standard or other custom objects.
  6. Save. The object appears in your sidebar.

​
Relationships

Custom objects connect to the rest of your data through lookup fields.
  • A Partner has a lookup to an Account (the partner’s company).
  • A Project has a lookup to an Opportunity (the deal it implements) and an Account.
  • An Investor has a lookup to multiple Contacts (people at the fund).
Relationships are bidirectional. Open an Account to see all Projects, Partners, or Loans linked to it.

​
AI fields on custom objects

AI fields work the same as on standard objects. For a Project custom object, you might define:
  • “Current milestone the team is working on”
  • “Blocker mentioned in the last status update”
  • “Expected go-live date based on recent emails”
Octolane reads every email, meeting, and note related to the Project and keeps the values current.

​
API and MCP

Custom objects are fully accessible via REST API and the MCP server. See API Reference and MCP overview.

​
Next

Custom fields

Add fields to any standard object.

AI fields

Fields that fill themselves in from conversations.