Bulk Update Records

Task type: Bulk Update Records

Use Bulk Update Records when the same field values should be applied to many known record ids in one step.

Run behavior

• Side effects: This task can change data or call an external system. Test with safe records and be careful when rerunning.
• Credit usage: This task is not classified as credit-billed by the workflow task registry.

When to use this task

• Apply a tag to a list of contacts.
• Set a shared status on records returned by a search or import.
• Mark a group of opportunities after a batch process completes.

Setup tips

• Confirm the record ids array contains only the intended records.
• Use this for shared values; use For Each plus Update Record when each item needs a different value.
• Test with a short record id list first.

Examples

Tag imported prospects

Apply a campaign tag to every contact id returned by a prospecting or import step.

Outputs

• Bulk update result summary, including success or failure details.

Common pitfalls

• Using bulk update when each record needs a unique value.
• Passing a string instead of an array of record ids.
• Running against an unreviewed list of ids.

Related guides

• Run a workflow over many records

Reference details

These details are generated from the workflow task registry and match the fields available in the builder.

Required fields

• recordType
• recordIds
• fieldValues

Variable-aware fields

Fields that accept variable references ({{ inputs.x }}, {{ steps.N.y }}) from the workflow's variable graph:

• recordIds
• fieldValues

Liquid template fields

Fields that are rendered through Liquid (variables plus filters and control flow):

• recordIds
• fieldValues

Builder guidance

When the Workflow Builder Genie configures this task, it follows this guidance:

Use this only when the same update should be applied to many known record ids.

Default configuration

New instances of this task start with the following configuration:

{
  "name": "Bulk Update Records",
  "outputKey": "bulk_update_records",
  "taskType": "Bulk Update Records",
  "description": "",
  "recordType": "contacts",
  "recordIds": [],
  "fieldValues": {}
}