# Update Records

The Update Record action changes field values on an existing record when your workflow runs. Instead of opening a record and manually editing it, the workflow does it for you automatically.

For example, you could automatically mark a Lead as "Contacted" after your sales team sends a follow-up email, or update the status of a Project when all tasks are complete.

## Steps

1. **Drag an "Update Record" action onto the canvas** — Find it in the actions section of the left sidebar.
2. **Click the block to configure it.**
3. **Choose the record type** — Select which type of record to update (e.g., Lead, Sales Order, Project).
4. **Specify which record** — Tell the system which specific record to update. Usually this is the same record that triggered the workflow, but you can also update a different one by providing its name or ID.
5. **Map the fields** — Use the field mapper to set the new values. For example, set the "Status" field to "Closed" or set "Priority" to "High".
6. **Connect the block** — Draw a line from the previous block to this one.

## Common examples

* **Mark a lead as contacted** — After sending a follow-up email, set the Lead's status to "Replied".
* **Flag high-value orders** — When a Sales Order is created with a total above $10,000, set its priority to "High".
* **Update project status** — When all tasks in a project are completed, set the Project status to "Completed".

## Related pages

* [What Are Actions?](/workflow-automation/workflow-builder/actions.md)
* [Create Records](/workflow-automation/workflow-builder/actions/create-records.md)
* [Field Value Checks (Conditions)](/workflow-automation/workflow-builder/conditions/field-checks.md)


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