All action nodes require setting up in a node form, where you specify the parameters for the selected action.

In this article, we will guide you on how to set up a “custom object” action node so your flow can execute the appropriate tasks to achieve your desired outcome.
 

Create custom object records

The “Create custom object records” action allows you to automatically create a new record in your custom object. This helps avoid manual errors, keeps data accurate, and ensures records stay up to date.

In Advanced Flow Builder, this node is useful when you want to capture structured data during a flow and save it into your custom objects.

Use this node for:

• Managing memberships: Create a “Membership” record to track tier, start/end dates, and renewal status.
• Saving order records: Automatically generate an “Order” record with properties such as order amount, items purchased, and associated contact.
• Tracking subscriptions: Record subscription details like plan type, billing cycle, and payment status in a “Subscription” object.
• Logging product returns or exchanges: Store return requests in a custom “Return” object to follow up and process refunds or replacements.

To set up the node, follow these steps:

1. Click on the “Create custom object records” action node to open up its form, which will appear on the right side of the screen
2. The node form contains the following fields for you to configure your action:
   1. Custom object: Select a custom object. If no object is created, you can refer to this Help Center article to create a custom object
   2. Fill in record details: The node form will display fields based on the object you selected:
      1. Mandatory fields: These are required to successfully create the record. For example, “Order amount” is mandatory in an Order object, or “Contact number” may be required to link a Membership or Subscription record to a customer.
      2. You can also insert variables (e.g. trigger variables, contact variables, mid-flow variables) so data is filled in automatically from the flow. For example: 
         1. Use the Contact number variable to attach a new subscription record to the right customer
         2. Use Channel variable to capture which channel the order was placed from.

Update custom object records

The “Update custom object records” action allows you to modify existing records in your custom objects. This keeps your workspace data accurate and up to date without needing manual edits.

Use this node for:

• Updating order status: Change an Order record from “Pending” to “Shipped.”
• Managing membership details: Update a Membership record with a new tier or renewal date.
• Adjusting subscription information: Modify billing cycles, payment status, or plan type in a Subscription record.
• Editing customer records: Update stored customer details such as contact preferences or loyalty points.

To set up the node, follow these steps:

1. Click on the “Update custom object records” action node to open up its form, which will appear on the right side of the screen
   
2. The node form contains the following fields for you to configure your action:
   1. Custom object: Select a custom object. If no object is created, you can refer to this Help Center article to create a custom object
   2. Identify record by: Choose how the system should locate the record you want to update:
      1. Last Object Record: Update the most recently created record in the selected object.
      2. Variable: Use a variable (e.g. from a trigger or mid-flow step) to locate the correct record.
      3. Record ID: Enter the specific record ID manually or pass it through a variable.
   3. Properties to update: Define which fields to update in the record.
      1. Property: Select the object property to update (e.g. order status, membership tier, subscription renewal date)
      2. Value: Enter the new value or insert a variable to update the property dynamically.
      3. You can click Add to update multiple properties at once. For example: 
         1. Use the Record ID variable to find the correct order record and update its status to “Delivered.”
         2. Use the Contact number variable to update a subscription’s billing cycle for the right customer.