Update company metafield

The Update company metafield action adds a metafield to the company that triggers the workflow, or updates an existing metafield on that company.

Fields

The Update company metafield action contains the following fields.

Fields used in actions that update metafields.
FieldDescription
MetafieldRequired. This dropdown selects a metafield by name or by namespace and key.
NamespaceRequired when selecting an unstructured metafield. A namespace is a container for a group of metafield definitions. Grouping metafields within a namespace prevents your metafields from conflicting with other metafields.
KeyRequired when selecting an unstructured metafield. A key is an identifier for the metafield definition.
TypeRequired when selecting an unstructured metafield. The data type of the metafield's value.
ValueThe value is the information to be stored in the metafield. Format the value according to its data type to avoid errors when the workflow runs.

Triggers

The Update company metafield action requires a Company ID that is added automatically based on the workflow, usually from the trigger. Therefore, the Update company metafield action can be used in workflows that start with the following triggers:

Example

Example of a workflow that adds a company metafield when a company is created

In this example workflow, a metafield custom.source is added with the value of tradeshow to all companies that are created with the note NY Tradeshow 2022.

API details

To learn more, review the MetafieldInput input object.

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