Set Field

OVERVIEW

Copy data between fields or set a fields to a static value.  

INTEGRATIONS NEEDED FOR SET FIELD

HighLevel

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Getting Started with Set Field

Set Field Configuration Options

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In this section, you will find the options for building your Set Field tool. Follow along in your PlusThis app, or by viewing the numbered step in the screenshots.

1

Set a field by......

Select either "typing my own value" or "copying from another field" 
A
Typing my own value - On the left, enter the static value you would like to set the field to and on the right, select the field you would like to set.
B
Copying from another field - On the left, select the field you would like to copy the value from. On the right, select the field that you would like to set.
C
Copying from a Company field to Contact field - On the left, select the company field you would like to copy value from. On the right, select the contact field that you would like to set.
D
Copying from a Contact field to Company field - On the left, select the contact field you would like to copy the value from. On the right, select the company field that you would like to set.
2

Tool Name

Enter a name for your tool in this field. The name is solely for use inside of PlusThis, and will not be visible to customers. 

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Implementation Types

Webhook

This Tool should be triggered by an "Action" in HighLevel. This can be done in a Workflow Builder.

1
Decide where, in your Workflow, you want to trigger this Tool. It can be part of virtually any Workflow Sequence.
2
In the Workflow Sequence, place a "Webhook" action where you want to run the Tool.
3
Use the Tool URL, provided above, in the "URL" field. Make sure that the method selected is POST.
4
PlusThis will need contact information to process the tool run. Under Custom Data add a key-value pair with the following values: key = Id, value = {{contact.id}}. If the tool requires an email address, as well, add the following key-value pair: key = Email, value = {{contact.email}}.
5
Click the Save Action button.
6
Go ahead and test your new workflow and make sure the tool is executing as expected.

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