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.
| Field | Description |
|---|---|
| Metafield | Required. This dropdown selects a metafield by name or by namespace and key. |
| Namespace | Required 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. |
| Key | Required when selecting an unstructured metafield. A key is an identifier for the metafield definition. |
| Type | Required when selecting an unstructured metafield. The data type of the metafield's value. |
| Value | The 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
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.