Update Company Data
Use this action when you know which record to change and only need to update selected fields.
Best for
- Changing a client status, service value, or event field
- Writing back results from earlier steps
- Updating one specific record by ID
Main fields
| Field | What it does |
|---|---|
| Company data type | Chooses what kind of record to update |
| Use manual ID | Lets you pass an ID from a CEL expression instead of picking a fixed record |
| Record | Selects the record when manual ID is off |
| Manual ID | Evaluates to the record ID when manual ID is on |
| Payload | Defines the fields to change |
What later steps can use
The updated record is usually available at:
step(N).data
Tips
- Use this when you already know the target record.
- Keep the payload focused on the fields you actually want to change.
- If you need to locate the record first, combine Search company data or Fetch company data with this action.