Automation Editor
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Building Automations
Action functionality
Refreshing action fields
1min
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.
Updated 28 Nov 2023
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