Custom fields (also called custom properties) let you add extra data fields to your call records beyond Nimbata’s standard information. Once a field exists, you can populate it automatically with a workflow or manually on a call record.

Create a custom field

You can use custom fields 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

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

Add the field

  • Go to OrganizeFields.
  • Click Create.
  • In the New field pop-up, select the Field type: Text, Number, Yes/No, Date, or List.
  • Enter a Field name.
  • Optionally add a Description; this helps Nimbata’s AI understand the field’s purpose when used in automated workflows.
  • For a List field, add its choices under Options.
  • Click Create field.

Fields

Capture extra details on your calls and forms.

Pick the field type, name the field, optionally describe it, then click Create field (1).

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

Detailed guide: Fill in custom fields
Detailed guide: Rules and tasks

Fill in custom fields

Once custom fields are created, you can populate them in two ways: automatically via a workflow that runs when a call ends, or manually by editing an individual call record.

Tip

Before you start: You need at least one custom field already set up. If you haven’t created one yet, see Create a custom field.

Fill fields automatically with a workflow

  1. Create a new workflow

    • Go to Workflows.
    • Click Create in the upper right corner, then select From Scratch.

  2. 1Set the trigger

    • On the Trigger Enrollment card, keep Inbound Call and select Call Ends under Fires when.
    Trigger Enrollment
    Inbound CallOutbound CallForm SubmissionSMS Received
    A customer calls your tracking number
    Fires whenCall StartsCall Ends1User Updates Property
    Keep Inbound Call and select Call Ends (1).

  3. 1Add a filter

    • Click the + button.
    • Select Add filter.
    • Add the criteria that should be met before the custom field is populated: pick a filter in the Select filter rule panel, set its value and click OK.
    • For example, Calling Country = United States (1) to target only US calls.
    Set the filter's value, here United States (1), then click OK (1).

    Tip

    Depending on the nature of your custom field, you can apply it through the filter criteria or as a standalone action at the end of the workflow.

  4. 1Add a perform action step

    • Click +.
    • Select Perform action.
    • In the action block, click Add task.
    • In the Select task panel, under Update Field, select the custom field you want to populate. Your custom fields carry a small person badge.
    • For example, USA Leads.
    Select task✕
    • Transcribe Call
    • Update Field
    • Tags
    • Action Plan
    • Coaching
    • EU Leads
    • Notes
    • Rating
    • Smart Follow-Up
    • USA Leads1
    • Value
    • Perform an action
    • Summarize Call
    • Add to Spam Filter
    • Integrations
    • Email AlertsHave calls, form submissions, and SMS delivered straight to your inbox.edit configuration
    • Google AdsDiscover which campaigns, ads, and keywords produce high-value conversions.edit configuration
    • SlackRoute phone leads directly to Slack. Respond instantly and collaborate in real time.edit configuration
    • HubSpotCreate contacts or update existing ones automatically when your phone rings.Missing configurationset up
    Under Update Field, select your custom field, here USA Leads (1).

  5. 1Set the value and enable the workflow

    • Enter the value to assign in the pop-up (for example, 150 for a lead value field).
    • Click OK.
    • Click Enable to activate the workflow.
    USA leadsWorkflow is valid.
    Enable1
    Trigger Enrollment
    Inbound CallOutbound CallForm SubmissionSMS Received
    A customer calls your tracking number
    Fires whenCall StartsCall EndsUser Updates Property
    Filter group
    Calling Countryis United States (1)✕
    Add another rule
    Action group1
    Set USA Leads to 150✕
    Add another action
    Finish
    The finished workflow sets USA Leads to 150 on US calls. Click Enable (1).

Fill fields by hand on a call record

  1. Open the call record

    • Go to ActivityCalls.
    • Click on the call you want to update.

  2. 1Edit the field value

    • On the call’s Call Data tab, locate the custom field you want to update under Fields.
    • Enter or change the value directly.

    Changes are applied automatically; no save button required.

    MCMaya Chen
    (415) 555-0171
    Booked job
    Recording
    01:28 / 04:12
    Call DataAttributionTranscript
    Tags
    Booked job
    Call Rating
    Follow-up Date
    Oct 21, 2026
    Call Value
    350

    Notes & Comments

    Burst pipe under the kitchen sink. Booked for Thursday morning.

    Fields

    USA Leads
    150
    1
    Callback date
    Callback date
    Your custom fields are under Fields on the Call Data tab. Edit USA Leads (1) and the change saves itself.

🎉 Your custom field values are now being populated; either automatically on every qualifying call, or on demand from the call record.

Detailed guide: Create a custom field
Detailed guide: Create a workflow