Update Contact Field Action: Dynamic Custom Value Picker

You can now utilise the existing Dynamic Custom Value picker with additional field types in the ‘Update Contact Field’ Action:

Expanded Dynamic Fields Support

Numeric
Select / Dropdown (no option ID needed here)
Monetary

This enhancement allows you to compare or set values using live variables from prior steps or stored fields—eliminating the need to manually input numbers or text.

Add an ‘Update Contact Field’ action to your workflow.
In the condition row, switch the right-hand input to Dynamic Value, then select the output from the previous step. Choose the appropriate operator (number, date, or value).
Save and publish your changes.

Note: Select / Dropdown fields require 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 found it necessary to add extra fields or duplicate logic simply to compare against a value computed earlier in the process. Dynamic picking eliminates these workarounds—you can now branch directly on the variable you already have, using the same merge-field/variable model used throughout the workflow.

After a patient confirms their appointment, the workflow employs 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 directly recorded in the patient’s contact. This ensures the contact record remains accurate and that the correct communications are sent out without manual modifications.