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Platform

CRM & custom entitiesContacts, records, tags and relationshipsDocuments & e-signaturesTemplates, workflows, legally binding signing

Operations

Automations46 triggers, 25 actions, one canvasSchedulerBooking pages with calendar syncForms19 field types, straight into the CRM

Money

Invoicing & paymentsDeposits, instalments, auto-pay

Your platform

White-label & subaccountsYour brand, client workspaces, agency billingAPI & webhooksScoped tokens, signed events
Knowledge baseGuides and answers for every workflowChangelogEverything shipped, newest firstRoadmapWhat's building and what's nextFAQsPricing, white-label, money and dataSupportHow to reach us and when we answer
PricingBlog
CRM & custom entitiesContacts, records, tags and relationshipsDocuments & e-signaturesTemplates, workflows, legally binding signingAutomations46 triggers, 25 actions, one canvasSchedulerBooking pages with calendar syncForms19 field types, straight into the CRMInvoicing & paymentsDeposits, instalments, auto-payWhite-label & subaccountsYour brand, client workspaces, agency billingAPI & webhooksScoped tokens, signed events
Knowledge baseGuides and answers for every workflowChangelogEverything shipped, newest firstRoadmapWhat's building and what's nextFAQsPricing, white-label, money and dataSupportHow to reach us and when we answer
PricingBlog
Help centerCustom Entities

5 guides

Custom Entities

Custom data types, records, fields, relationships, and dynamic permissions.

Creating Entity TypesDefining custom data structures with names, icons, colors, and automatic permissions.Entity Custom FieldsAll 11 field types, primary fields, validation, and field management.Managing RecordsCreating, editing, filtering, bulk actions, and soft delete for entity records.Relationships & Bidirectional SyncRelationship fields, cardinality types, bidirectional linking, and inverse fields.Dynamic PermissionsHow entity-specific permissions are created, assigned, and managed.
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The agency operating system. One platform, your brand, one flat price.

Flat price. No usage charges. Ever.

Product

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  • Forms

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