Who This Is For / When to Use
Use this action if you need to:
Update global values used across automations, campaigns, or system logic.
Dynamically change values based on triggers, conditions, or external data.
Maintain centralized control over reusable values like tiers, flags, counters, or settings.
What the Update Custom Value Action Does
This action replaces the value of a selected Custom Value with a new static or dynamic value during workflow execution.
It does not update individual contact fields. It updates shared, system-level values.
How to Set Up the Update Custom Value Action
Step 1: Open or Create a Workflow
Go to Automations → Workflows.
Create a new workflow or open an existing one.
Step 2: Add a Trigger (Optional)
Add any workflow trigger that fits your use case.
Triggers are optional. The workflow can run without one if executed manually or by another automation.
Step 3: Add the Action
Click the + icon below the trigger or starting node.
In the Actions menu, search for Update Custom Value.
Select Update Custom Value under the Internal section.
Step 4: Configure the Action
Fill in the following fields:
Field | Description |
Action Name | Internal label shown in the workflow builder. |
Custom Value | The system custom value you want to update. |
Current Value | Displays the existing value (read-only). |
New Value | The value to set. Can be static or dynamic. |
Click Save to store the action.
Step 5: Save and Publish the Workflow
Click Save in the top-right corner.
Toggle Publish to enable the workflow.
Use Test Workflow to confirm correct behavior.
Example Scenario
Scenario: Upgrade a loyalty tier automatically.
Trigger: Order completed
Condition: Order total is greater than $500
Action: Update Custom Value → Loyalty Tier → Gold
This ensures all workflows and campaigns referencing that value immediately use the updated tier.
Common Issues and Fixes
The value does not update
Confirm the workflow is published.
Verify the correct Custom Value was selected.
Check that no later workflow step overwrites the value.
The value updates but automation behavior does not change
Ensure other workflows or campaigns reference the Custom Value, not a contact field.
Re-test workflows that depend on this value.
I don’t see the Custom Value I need
Confirm the Custom Value exists in system settings.
You must have permission to manage custom values.
Advanced Usage
Conditional Updates
Use an If/Else action before updating the value to control when changes occur.
Example:
Only update a tier if the current value is Bronze.
API and External Data
Pair this action with:
Webhook triggers
API-driven workflows
Example:
Update a “Last Sync Status” value when an external system confirms success.
Numeric Adjustments
Use math or variable-based inputs to increment counters or totals.
Example:
Increase a global reward counter by 50 points.