🧩 Introducing Custom Objects in Client App Builder — Connect Your Portal Directly to Your CRM!

Your Client Portal can now do more than display content! With Custom Objects in Client App Builder, you can build interactive experiences where members submit information, create records, and interact with data — all seamlessly connected to your Secure Automation CRM.

Simply describe what you want to build, and AI helps you create the data structure, pages, and workflows without writing code.

✨ What's New?

• AI-Powered Custom Object Creation — Describe what information your members need to submit, and AI designs the required custom objects, fields, dropdowns, and relationships automatically.
• Direct CRM Integration — Information submitted by members is saved directly as Custom Object records in your sub-account's CRM.
• Review Before Creating — Preview the proposed data structure, sample records, and access permissions before approving any changes.
• Interactive Member Experiences — Automatically generate portal pages where members can view and add records, such as service requests, applications, or inquiries.
• Flexible Data Visibility — Configure whether members can access their own records, their company's records, or view all records in read-only mode.
• Built-In Payment Support — Enable payment actions on records through Secure Automation invoices when a payment provider is connected.
• Smart Object Management — Create up to 3 objects per request, reuse existing objects, and manage your CRM's limit of 10 custom objects per sub-account.

🎯 Why It Matters

Previously, building a Client Portal experience that collected and stored custom member information required additional tools or manual integrations.

With Custom Objects in Client App Builder, your portal becomes an interactive extension of your CRM.

Whether you're collecting program applications, service requests, property inquiries, or booking details, members can submit information directly through your portal while everything stays organized in Secure Automation.

🚀 What You'll Benefit From

• Collect Information Seamlessly — Let members submit requests, applications, and other information without leaving your portal.
• Keep Everything Connected — Automatically store member-submitted data in your existing CRM.
• Build Without Coding — Let AI create custom data structures and connected portal pages using natural language.
• Stay in Control — Review and approve every proposed custom object before it's created.
• Create More Interactive Portals — Go beyond content delivery with personalized, data-driven member experiences.

⚙️ Getting Started

1. Enable Client App Builder from Labs.
2. Open Client App Builder and start building or customizing your Client Portal.
3. Describe the information you want members to submit, such as "Let members apply for a 1:1 coaching session."
4. When prompted, confirm that you want to use Custom Objects in your CRM.
5. Review the proposed objects, fields, relationships, and visibility settings.
6. Approve the plan, and AI will create the objects and connected portal pages.

You can access the newly created objects directly from your Secure Automation CRM.

Availability: Custom Objects are available through Client App Builder in Labs, supporting web-based Client Portals and Vibe Coding experiences. Branded mobile app support is also added to it.