Update Custom Values in Math Operation Action

Update Custom Values in Math Operation Action

October 21, 20241 min read

The Math Operation Action allows you to perform calculations based on contacts triggering it, making it great to keep track of totals and predict revenue for you. To make this action even more powerful, we’ve added the option to update Custom Values, keeping your numbers fresh in real-time.

⭐️Why Is This Feature Beneficial To Your Business?

  • Live Updates: This action can update your values as they go, giving you real-time data that can be added to your offers to gently pressure customers into completing their purchase or registration.

  • True-to-life Data: The constant updates provide accurate information, such as updating the opportunity value as the client interacts with you, giving you confidence when making predictions.

  • Promote Transparency: This feature provides a clear view of the progress or availability, reducing miscommunications and increasing client trust while, simultaneously, grounding expectations.

⭐️How To Update Custom Values in Math Operation Action:

  1. Inside the Workflow builder click the + sign button to add an action and select Math Operation.

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  2. Set the Field and Operation type for the calculation.

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  3. Open the "Update Field" dropdown and select the custom value you want to update.

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  4. This could be useful if you have an event with limited seats and want to display how many slots remain on your website.

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This action can be used for real-time updates to your custom values based on customer interaction. Since this will work with any numeric or date values the possibilities for what you can do are endless.

Melodies Business Solutions, co-founded by Melodie Cole and Angela Bryant, empowers businesses with innovative customer relationship management (CRM) solutions tailored to enhance client engagement and streamline operations. The company’s all-in-one platform integrates features like automated marketing campaigns, appointment scheduling, and unified communication hub to help businesses achieve excellence. Their core values—integrity, commitment, value-centric service, and support—drive a culture of trust, dedication, and meaningful impact. Melodies Business Solutions is committed to inspiring entrepreneurs by providing them with the tools and support needed to build successful businesses through innovative automation and personalized service.

Melodies Business Solutions

Melodies Business Solutions, co-founded by Melodie Cole and Angela Bryant, empowers businesses with innovative customer relationship management (CRM) solutions tailored to enhance client engagement and streamline operations. The company’s all-in-one platform integrates features like automated marketing campaigns, appointment scheduling, and unified communication hub to help businesses achieve excellence. Their core values—integrity, commitment, value-centric service, and support—drive a culture of trust, dedication, and meaningful impact. Melodies Business Solutions is committed to inspiring entrepreneurs by providing them with the tools and support needed to build successful businesses through innovative automation and personalized service.

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