Workflows: New fields in Custom Values & If/Else - Medium ID, Task ID, Note Created by, Contact Engagement Score

Modified on Mon, 2 Feb at 7:19 AM

What's new

We’ve expanded the Custom Value picker and If/Else so you can use four new fields in workflows:

Contact -> Attribution Medium ID (from First/Latest Attribution)
Task ID
Note created by (Name)
Contact Engagement Score

These appear anywhere you pick custom value / merge fields or set If/Else conditions. 

Why we’re doing this

Users have asked for more ways to build real-world workflows. With these new fields, you can now pinpoint where the lead came from, point to the exact task id, know who wrote a note, and act on a contact’s engagement level. Together, they make everyday automations clearer and more precise.

Who it’s for

Anyone building workflows - Account Admins and account users alike. If your account uses Engagement Scoring, you’ll also see the score as a field.  ￼

How to use

In the Workflow Builder, open the custom value picker / merge field or add an If/Else step - these fields will now appear like any other field.

Contact Engagement Score

Engagement Score is available in locations with scoring set up under Settings → Manage Scoring.
Workflow Example: If the engagement score is 20+, move the contact to a faster follow-up branch; otherwise keep them on the standard path.

Contact -> Attribution -> Medium ID

To check attribution details, open a contact → Activity → First / Latest Attribution.
Workflow Example: Mark Instagram DM leads and include the medium ID when you report the conversion from ads.

Note Created by 

When you have a note based trigger, you can find the note created by merge field show up
Workflow Example: If the note author’s name includes “Success,” notify the Success team; otherwise notify Ops.

Task ID

Task ID appears when the workflow is task-related (Task Added/Completed/Reminder) or right after Add Task.
Workflow Example: Send the Task ID to your project/ticket tool so the same task is updated there.

Additional Notes

If a value isn’t available for a contact or event, it will be empty; your workflow still runs. 