new
Automations
AI Agent Action: Update Custom Value Tool
What's New
The AI Agent action now supports Update Custom Value as a built-in tool. The agent can evaluate context during execution and write directly to custom values inside a sub-account — replacing complex If/Else trees that previously required dozens of branches and actions.
- Eliminates the need for large If/Else trees built solely to set custom values based on conditions like day of the week, contact data, date formatting, timezone, or pipeline stage.
- Supports the familiar "Let AI decide" vs. static value pattern already used in other AI Agent tools.
How to Use
- Select Update Custom Value as a tool inside the AI Agent action.
- Custom Value: Pick a specific custom value to update, or set it to "Let AI decide" so the agent chooses the right field based on its reasoning.
- New Value: Enter a fixed value or variable reference, or set it to "Let AI decide" so the agent generates the value based on your prompt instructions.
Common configurations:
- Custom Value static + Value AI-decided: Update a specific field with whatever the agent determines. This is the most common setup.
- Both AI-decided: The agent picks which custom value to update and what to set it to — suited for multi-field use cases where the target field depends on context.
Why This Matters
Workflows that previously needed branching logic for every possible condition — day-based schedules, formatted dates, rolling promo codes, context-aware values — now resolve in a single agent step. Less maintenance, fewer actions, faster execution, and lower complexity across your automations.