How to set up custom fields

Custom fields (also called custom properties) let you add extra data fields to your call records beyond Nimbata's standard information.

You can use them for notes, lead values, classifications, dates, or yes/no flags; and they can be used as filters in reports or as triggers in workflows that send data to integrated apps.

Field types available

• Text: A free-text box for comments, notes, or any other information.
• Number: For numeric values or quantities (e.g. lead value in currency).
• List of values: A drop-down of predefined options; useful for assigning leads to fixed categories.
• Date picker: For logging important dates associated with a call.
• Boolean: A yes/no or true/false checkbox.

Step 1. Create a new custom field.

• Go to Data Tools > Custom Fields.
• Click + Add.
• Enter a name for the field.
• Optionally add a description; this helps Nimbata's AI understand the field's purpose when used in automated workflows.
• Select the field type: Text, Number, Yes/No, or Date.
• Click Create.

🎉 Your new custom field is now available on all call records and can be populated manually or via a workflow.

Detailed guide: How to update custom fields

Detailed guide: Workflow rules and tasks: what's available and how they work

Updated on: 02/04/2026