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Update custom object

Update custom object updates one or more fields on a custom object record currently in scope. Use it to keep custom records up to date as data flows through your automation.

How it works​

  1. The automation reaches the step with a custom object in scope
  2. The step updates the fields you configured with the values you provide
  3. The custom object record is updated in the CRM
  4. The automation continues to the next step

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Custom objects or Businesses, select Update custom object
  3. Configure the fields you want to update
tip

Use Add dynamic content to populate field values from previous steps. Dynamic values are resolved at runtime.

Outputs​

This action produces no outputs available to downstream steps.