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Update Trigger Record

The Update Trigger Record action modifies the record that started the automation. Use it to update fields on the triggering record based on workflow logic, such as setting a status or incrementing counters.

Steps

  1. Go to Automation and select your automation.
  2. Add an Update Trigger Record action block.
  3. Set the field updates in the action settings.
  4. Click Save.

Field updates

OptionDescription
Field UpdatesKey-value pairs of fields to update on the trigger record. Click the + icon next to value inputs to select available fields and variables.

Example

Update an order status when payment is processed.

Set the following values:

  • Field Updates: {"status": "paid", "processed_at": "{{now}}"}

This sets the order status to "paid" and records the processing timestamp.

  • Mutations — Perform complex database operations
  • Send Email — Notify users of record changes