Version 1.9.0

Objects, Records & Integrations

Take control of your data with powerful new object management capabilities. This release introduces a flexible system for creating custom data types, managing records through workflows, and connecting to more business tools.

✨ New Features

• Objects: Create and manage custom data types tailored to your business. Define custom fields, states, and relationships to model any data structure—from deals and contacts to custom assets and resources.

• Admin Objects: A dedicated administration page for creating, viewing, and managing Objects. Build templates for common business data or create custom types from scratch with flexible field configurations.

• Records in Workflows: Full record support in workflow actions. Create, update, read, and manage records directly from your automated workflows, enabling true data-driven automation.

• Process Control Room: A centralized dashboard for monitoring all your active processes. Track execution status, view timelines, and manage running workflows from one unified view.

• Linear Integration: Connect your workflows to Linear, the modern project management tool. Create issues, update project status, and automate task management seamlessly.

• DealCloud Integration: Connect your workflows directly to DealCloud CRM. Manage deals, companies, contacts, and all entry types with five core actions: List Entries, Get Entry, Create/Update Entries, Get Schema, and Delete Entry.

💡 Use Cases

• Custom Business Data: Model any data structure—client portfolios, product catalogs, equipment inventory, or case management systems
• Data-Driven Workflows: Trigger workflows based on record changes or use records as workflow outputs
• Process Visibility: Monitor long-running processes and identify bottlenecks in your automation
• Project Automation: Automatically create Linear issues from emails, form submissions, or other triggers
• Deal Pipeline: Sync deal information from external systems directly into DealCloud

🔧 Getting Started

Objects: Navigate to Admin Panel → Objects to create your first custom data type. Define the fields, states, and relationships that match your business needs.

Process Control Room: Access the control room from the main navigation to view all active processes and their status.

Linear Integration: Add the Linear app to your workflow and authenticate with your Linear workspace.

DealCloud Integration: Configure the DealCloud connection with your API Key and site domain.