Objects and attributes

Organize your data and connect it to companies and people.

Overview

Companies and people are objects in Unify. An object groups a particular kind of data, and its attributes are like columns: a company has a domain, and a person has an email address. Each individual company or person is a record with values for those attributes.

Custom objects extend this model to the data your team works with. For example, a subscription object can hold a subscription ID, renewal date, and plan for each customer subscription. A relationship attribute links each subscription to its company, so the subscription data has context in Unify.

Choose where your data belongs

Use an attribute on an existing object when the value describes that company or person directly. Use a custom object when you need separate records with their own attributes, especially when a company or person can have several of them.

Data you want to store	Suggested structure
One customer tier for each company	A select attribute on the company object.
Several subscriptions for one company	A subscription object, with a relationship to the company object.
A count of active users in each product workspace	An integer attribute on a product workspace object.

Data management distinguishes standard objects, CRM objects, and custom objects. Standard objects, such as company and person, come with Unify. CRM objects represent data from a connected CRM. Custom objects are definitions your workspace creates and manages.

Before creating a custom object, check whether an existing object already represents the records you need.

Set up and use your data

Start by defining the object and its attributes. If its records belong to a company, person, or another object, define the relationship too. Your integration or API then supplies record values and links the related records.

Related records let your team filter companies using that data. For example, a subscription linked to its company can help you find companies with an upcoming renewal. These filters can also define which companies enter a play.

Create an object

Define a new kind of record for your workspace.

Create attributes

Choose the fields and rules for each record.

Relate objects

Link records and decide how many can be related.

Inspect records

Check the data received from an integration or API.

For the field types available when defining an attribute, see Attribute value types. Developers can use the data API to manage definitions and records programmatically.