Merge tags are dynamic placeholders that allow workflows to automatically use information from a trigger or previous workflow steps. They help personalize automations and eliminate manual data entry by pulling data, including names, emails, matter details, custom fields, and intake form responses.
How to Use a Merge Tag
Open the workflow action where you want information to be populated.
Click the
Merge Tagicon next to the field.
Select the data source from the
trigger or a previousworkflow action.
Choose the field you want to insert.
The merge tag will automatically populate the value whenever the workflow runs.
For example, if an intake form collects a client's first name, you can use a merge tag to automatically populate the First Name field when creating a lead or contact.
Where Can Merge Tags Be Used?
Merge tags can be used throughout workflows, including:
Creating Leads, Contacts, and Matters
Updating Records
Sending Emails
Creating Tasks
Updating Custom Fields
Common Use Case
If a client submits an intake form, a workflow can automatically:
Create a lead
Populate the client's name and email
Update custom fields
Send a personalized welcome email
All of this is possible using merge tags to pull information directly from the intake form submission.
Why Use Merge Tags?
Automate data entry
Personalise communications
Reduce errors
Reuse information collected earlier in the workflow
Build more powerful and efficient automations
Note: Merge tags can also use information created in previous workflow actions. For example, if Step 1 creates a Matter, a later step can use merge tags to automatically pull the Matter Name or Matter Number into a task, note, or email.