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Dynamic objects: access third-party systems within a conversation

course
Dynamic objects: access third-party systems within a conversation

About the Course

Important announcement about this course: 

The dynamic objects feature has been replaced by application objects, and a new course with updated UI and functionality is coming soon.


Dynamic objects allow you to import third-party information such as orders, shipments, itineraries, or tasks into Front to be displayed in an integrated and easily-accessible interface within your conversation. This course will show you how to apply dynamic objects to turn URL or text from your CRM, TMS, or other systems into readable content about the object — saving you precious time accessing third-party tools for the details you need.


This course could get technical depending on how deep you want to go with dynamic objects, but we recommend all Front admins to check it out and evaluate if the concept would be helpful to your team. If so, you can always recruit help from a developer or teammate who’s comfortable with technical topics.

Course Instructor

Matthew Meeks
Matthew Meeks
Product Education Manager
Jessye Levy
Jessye Levy
Product Education Manager
Helena Li
Helena Li
Product Education Manager
Not started
Enroll
Course Outline
  1. What are dynamic objects?
    1. Dynamic objects in action
    2. Why use dynamic objects?
  2. Building a dynamic object
    1. Initial setup
    2. Method 1: Text patterns
    3. Method 2: URL Patterns
    4. Customize your object display
    5. Create a rule to trigger your dynamic object
  3. Connect third-party data
    1. Bring in all your tools to Front
  4. Dynamic object workflow ideas
    1. Front + Customer Support: Shopify ID
    2. Front + Hopsitality: Booking IDs
    3. Front + Logistics: Shipment orders
  5. Quiz
    1. Check your understanding
  6. Feedback
    1. What did you think of this course?
  7. Have questions about dynamic variables?
    1. Ask us here
Dynamic objects: access third-party systems within a conversation

About the Course

Important announcement about this course: 

The dynamic objects feature has been replaced by application objects, and a new course with updated UI and functionality is coming soon.


Dynamic objects allow you to import third-party information such as orders, shipments, itineraries, or tasks into Front to be displayed in an integrated and easily-accessible interface within your conversation. This course will show you how to apply dynamic objects to turn URL or text from your CRM, TMS, or other systems into readable content about the object — saving you precious time accessing third-party tools for the details you need.


This course could get technical depending on how deep you want to go with dynamic objects, but we recommend all Front admins to check it out and evaluate if the concept would be helpful to your team. If so, you can always recruit help from a developer or teammate who’s comfortable with technical topics.

Not started
Enroll
Course Outline
  1. What are dynamic objects?
    1. Dynamic objects in action
    2. Why use dynamic objects?
  2. Building a dynamic object
    1. Initial setup
    2. Method 1: Text patterns
    3. Method 2: URL Patterns
    4. Customize your object display
    5. Create a rule to trigger your dynamic object
  3. Connect third-party data
    1. Bring in all your tools to Front
  4. Dynamic object workflow ideas
    1. Front + Customer Support: Shopify ID
    2. Front + Hopsitality: Booking IDs
    3. Front + Logistics: Shipment orders
  5. Quiz
    1. Check your understanding
  6. Feedback
    1. What did you think of this course?
  7. Have questions about dynamic variables?
    1. Ask us here

Course Instructor

Matthew Meeks
Matthew Meeks
Product Education Manager
Jessye Levy
Jessye Levy
Product Education Manager
Helena Li
Helena Li
Product Education Manager
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