What’s new?
You can now use the existing Dynamic Custom Value picker with more field types in the 'Update Contact Field' Action:
Expanded Dynamic Fields Support
- Numeric
- Select / Dropdown (no option ID needed here)
- Monetary
This lets you compare or set values using live variables from earlier steps or stored fields—no more hard-typing numbers or text.
How to use it
- Add an 'Update Contact Field' action in your workflow.
- In the condition row, switch the right-hand input to Dynamic Value, then pick the earlier step’s output. Choose the appropriate operator (number, date, or value).
- Save and publish.
Note: Select / Dropdown fields use option IDs (not the display names). In many cases you can look up IDs (e.g., Pipeline/Stage IDs) via exports or helper guides.
Why we built it and what's changed
Teams often had to add extra fields or duplicate logic just to compare against a value calculated upstream. Dynamic picking removes those workarounds - you branch directly on the variable you already have, using the same merge-field/variable model used elsewhere in the workflow.
Example use case
- After a patient confirms their appointment, the workflow uses the confirmation step’s output (e.g., “Follow-up” vs. “New Visit”) as a dynamic field. In the Update Contact Field action, this dynamic value is written directly into the patient’s contact. This keeps the contact record accurate and ensures the right communications go out without manual edits.