GuidePlatformv1
Refreshing action fields
Learn how to dynamically determine input and output fields for actions with our document! Discover how CRM actions, such as adding a new contact, can have custom fields and how the "Refresh Fields" button can update automations when new fields are added t
Some actions dynamically determine their input and/or output fields.
For example, a CRM action to add a new contact may have custom fields for contacts.
Actions with dynamic fields will display a "Refresh Fields" button:
For example, if an automation is initially built and that CRM system was later updated to add a new custom field for contacts, you can click this button so the action will display an input for that newly added custom field.
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Last updated April 4, 2026