Browse documentation

Workflow node reference

Set Variable

Store a value for later use. Exact configuration, outputs, execution behavior, errors, limits, and examples for the Set Variable workflow node.

Automation buildersIntermediateAvailable

What this guide covers

  • Category: Logic.
  • Use it to save a static value, another variable, or a supported expression for later nodes.
  • 3 configuration fields and 2 documented outputs.
  • Custom variables last for the current execution; they are not an account database.

What this node does

Store a value for later use

Use it to save a static value, another variable, or a supported expression for later nodes.

When not to use it

Do not use it to permanently update the contact; use Update Contact.

Prerequisites

  1. Name beginning with a letter or underscore
  2. Only letters, numbers, and underscores in the name
  3. A source value available on this path

Inputs and configuration fields

Set Variable configuration fields
FieldKeyControl / typeRequirementDefaultAccepted values and behavior
Variable Namevariable_nametextRequired when shownNo defaultAccess later with {{custom.my_variable}}. pattern ^[a-zA-Z_][a-zA-Z0-9_]*$
Value Typevalue_typeselectOptionalstaticStatic value (static), From variable (variable), Expression (expression)
Valuevaluevariable-inputRequired when shownNo defaultValue accepted by the displayed control. Variables supported

Configure the node

  1. Drag Set Variable from Logic in the node palette.
  2. Select the node to open its configuration drawer.
  3. Complete every required field and any conditional field revealed by your choices.
  4. Insert variables only from the current trigger or an earlier node on the same path.
  5. Connect every required output handle to the intended next step.
  6. Save and run Workflow Test with representative data before activation.

Outputs

Later nodes can use these values only after this node has run successfully on the same execution path.

Set Variable output variables
VariableTypeMeaning
{{nodes.set_variable.variable_name}}stringName of the variable set
{{nodes.set_variable.value}}stringThe stored value

Execution behavior

  1. Evaluates the configured source and stores it in custom scope.
  2. Later nodes read the value as {{custom.variable_name}}.
  3. Emits the name, value, and value type.

Example use case

Store a normalized priority label once and reuse it in a Slack alert and contact note.

Complete workflow pattern
text
Classifier → Set Variable → Notify Team → Add Note → End Flow

Common errors

Set Variable common errors
SymptomResolution
Name is rejectedUse ^[a-zA-Z_][a-zA-Z0-9_]*$.
Value is emptyCheck the selected source variable or expression in Test.

Limitations

Custom variables last for the current execution; they are not an account database.

Use Update Contact for persistent profile changes.