Skip to main content

Modify custom account data

Modify custom account data writes or updates custom data fields on the account in scope. Use it to store computed values, sync external data, or flag accounts for downstream processing. This action is available on account-scoped triggers.

How it works​

  1. The automation reaches the step with an account in scope
  2. The step writes the values you configured to the specified custom data fields
  3. The account's custom data is updated immediately
  4. The automation continues to the next step

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Advanced, select Modify custom account data
  3. Configure the fields you want to write:
FieldRequiredDescription
Custom data fieldsYesOne or more key-value pairs. Select the custom field and provide the value to write.
tip

Use Add dynamic content to populate values from previous steps — for example, write a score calculated in an earlier step or a category assigned by an AI action.

Outputs​

This action produces no outputs available to downstream steps.