Update Custom Values Workflow Action in Sparkforge
The Update Custom Values action lets a workflow set or replace a custom value at runtime. Use it for loyalty tiers, discount rates, sync timestamps, and any field that needs to change based on real-time triggers.
The Update Custom Values action modifies a custom value while a workflow runs. Use it to keep CRM data current — loyalty tiers, discount rates, sync timestamps, and other fields that depend on what just happened.
What it does
- Sets or replaces a custom value based on a trigger or condition.
- Accepts static values or dynamic variables.
- The new value is available immediately for any later step in the same workflow.
Common use cases
- Loyalty tiers: bump a contact from Bronze to Gold after a purchase milestone.
- Data sync: store the latest API sync timestamp in a custom value.
- Discount logic: adjust a discount rate when a tag is applied.
- Status fields: flip a status field based on user behavior.
Example: VIP discount rate
Trigger: Contact Tag Added with condition VIP.
Action: Update Custom Value
- Custom Value:
Discount Rate - Current Value:
10% - New Value:
15%
How to set it up
- Go to Automation > Workflows. Open or create a workflow.
- Click + and search
update custom value. - Pick the custom value to change and enter the new value (static or dynamic).
- Save and test. The updated value is available to all later actions in the run.
Field reference
| Field | Description | Example |
|---|---|---|
| Action Name | Display name in the workflow | Update Loyalty Tier |
| Custom Value | Which custom value to update | Loyalty Level |
| Current Value | Existing value, if any | Bronze |
| New Value | Static value or dynamic variable | Gold |
Advanced patterns
- If/Else: only update when the current value matches a condition (e.g., promote only if current tier is Bronze).
- Math Operation: calculate a new numeric value, then write it via Update Custom Value.
- API integration: store data from inbound webhooks in a custom value for later reuse.
- Dynamic codes: rotate discount codes after a purchase threshold.
Suggested triggers
- Contact Tag Added — react to lifecycle tags like VIP or High Priority.
- Contact Updated — keep dependent fields aligned when a profile changes.
- Form Submitted — capture survey scores or preferences.
- Appointment Booked — flag high-value bookings.
- Opportunity Status Changed — promote tier when a deal moves to Won.
- Survey Submitted — store NPS or quiz results in a field.
Frequently Asked Questions
Where do I find the Update Custom Values action?
Inside a workflow, click + to add an action and search for update custom value. It is available on any plan that includes workflows.
Can the new value be dynamic?
Yes. Use the variable picker to set the new value from another field, a webhook payload, or output from a previous action.
When does the update take effect?
Immediately. Any later step in the same workflow run can read the new value.
Can I update a custom value only when it currently equals something specific?
Yes. Add an If/Else step before the action and check the current value as a condition.
Does this also work for custom fields on contacts?
This action targets account-level custom values. To update contact-level custom fields, use the Update Contact action.
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