Skip to main content

Workflow Action: Update Custom Values in Stack

The Update Custom Value action in Stack allows you to dynamically update or replace existing custom values within your workflows. This feature is essential for automating processes, personalizing campaigns, and maintaining accurate data across your CRM. Whether you're updating loyalty tiers, synchronizing data from external APIs, or managing automation triggers, this feature enhances flexibility and efficiency in your workflows.

Table of Contents​

What is the Update Custom Value Action?​

The Update Custom Value action lets you dynamically modify custom values in workflows. It allows you to set, update, or replace existing values based on specific conditions.

  • Update CRM data dynamically based on real-time triggers.
  • Use variables to set dynamic values.
  • Maintain accurate and consistent data across your CRM.

Key Use Cases​

Dynamic Personalization in Campaigns​

  • Automatically update customer loyalty tiers after purchase milestones.

Data Synchronization​

  • Update CRM fields dynamically with external API data.

Real-Time Automation​

  • Adjust discount codes or loyalty points dynamically in response to customer actions.

Trigger-Based Updates​

  • Automatically change status fields based on user interactions.

Example Scenario:
"When a user makes a purchase above $500, update their loyalty tier from 'Bronze' to 'Gold' using the Update Custom Value action."

How to Set Up the Update Custom Value Action​

Follow these steps to configure the Update Custom Value action in a workflow:

  1. Navigate to Automation > Workflows. Add a new workflow or edit an existing one.
  2. Click the "+" button to add an action. Browse or search for "update custom value."
  3. Configure the fields by selecting the custom value to change and selecting the new value. For example, if a custom value is the link to a specific calendar, you can change that to a different link.
  4. Save and test the action and workflow. The new value will be available immediately after the action runs.

Field Descriptions​

  • Action Name: A descriptive name for the action displayed in the workflow.
    Example: Update Loyalty Tier

  • Custom Value: Choose the specific custom value to update.
    Example: Loyalty Level

  • Current Value: Displays the current value, if available.
    Example: Bronze

  • New Value: Set a static value or dynamic variable.
    Example: Gold

Advanced Use Cases​

  • Using Conditional Logic (If/Else Action): Adjust a field only if certain conditions are met.
    Example: Update loyalty tiers only if the current value is "Bronze."

  • Integrating with APIs: Automatically update custom values using incoming data from external APIs.
    Example: Update a "Last API Sync Date" custom field dynamically.

  • Math Operations Integration: Use math operations to dynamically calculate and update numeric custom values.
    Example: Add 50 points to a user's reward balance dynamically.

  • Dynamic Discount Codes: Change a discount code dynamically in real-time workflows.
    Example: "When a user completes three purchases in a month, automatically update their discount tier to '10% Off Next Purchase'."

Suggested Triggers​

  • Contact Tag Added: When a new tag is added to a contact (e.g., "VIP"), update a related custom value to reflect the importance of that contact.

  • Contact Updated: Trigger the action when specific contact fields are updated.
    Example: If the Email Subscription field is updated to "Subscribed", update a custom value Email Frequency to "Weekly".

  • Form Submitted: After a form submission, update custom values based on the data provided in the form.

  • Appointment Booked: After an appointment is successfully booked, update custom values based on the type of appointment or other related criteria.

  • Opportunity Status Changed: When the status of an opportunity changes in the pipeline, update a custom value that helps manage customer expectations.

  • Survey Submitted: Use survey responses to dynamically update custom values that inform future interactions.

  • Order Fulfilled: After an order is fulfilled, update the contact's custom value to track their order history or customer status.

  • Link Clicked: When a contact clicks a link in an email or SMS, dynamically update a custom value based on their behavior.

FAQs​

  • Can I use variables in the Update Custom Value action?
    Yes, variables like {{contact.custom_field}} can be used for dynamic updates.

  • Can this action trigger other workflows?
    Yes, updates can serve as triggers for additional workflows.

  • Is there a limit to the number of Update Custom Value actions in a workflow?
    No, you can use multiple actions as needed.

  • What happens if the current value doesn’t match the condition?
    The update will not proceed unless the current value matches the specified condition (if one is set).

  • Can I use Update Custom Value in If/Else actions?
    Yes, you can combine it with conditional logic for more advanced workflows.

  • Can I update multiple Custom Values or bulk Custom Values?
    One Update Custom Value action can update one Custom Value one time. Use more actions to update more Custom Values or to update the same Custom Value again.

  • Can I undo an update after it's done?
    No, there is no "undo" function for the Update Custom Value action.

For more advanced scenarios and integrations, check out these resources: