--- title: "Workflow Action: Update Property" description: Automatically keep your property records clean, consistent, and up to date. --- [Skip to content](https://helpdesk.inveloapp.com/workflow-action-update-property#main-content) English Show submenu for translations ![Invelo square logo-1.png\]](https://helpdesk.inveloapp.com/hs-fs/hubfs/Invelo%20square%20logo-1.png?height=40&name=Invelo%20square%20logo-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Visit inveloapp.com](https://inveloapp.com/) [Visit inveloapp.com](https://inveloapp.com/) Advice and answers from the Invelo Team - There are no suggestions because the search field is empty. 1. [Invelo's Help Desk](https://helpdesk.inveloapp.com/?hsLang=en) 2. [Workflows & Automations](https://helpdesk.inveloapp.com/workflows-automations?hsLang=en) 3. [Actions: CRM](https://helpdesk.inveloapp.com/workflows-automations?hsLang=en#actions-crm) # Workflow Action: Update Property ## Automatically keep your property records clean, consistent, and up to date. The **Update Property** action in your workflow automation enables you to automatically update key fields within a property record. This action is designed to streamline your processes and ensure your records stay accurate and up to date, without manual intervention. ### Fields You Can Update Here are the fields you can automatically update using the **Update Property** action: #### 1. **Lifecycle Stage and Pipeline** - Automatically move records to a new lifecycle stage (e.g., Prospects → Leads). - Update the pipeline the record belongs to if your workflows span across different stages of your sales or acquisition funnel. #### 2. **Record Status** - Change the status of a property (e.g., from “New” to “In Progress” or “Attempted to contact”). #### 3. **Lost and Lost Reason** - Mark a record as lost and optionally capture the reason (e.g., “Couldn't find buyer” or “Listed on the MLS”). - You can also **reopen** a previously lost record automatically if the lead becomes active again or meets certain workflow conditions, giving it another chance in your pipeline. #### 4. **Source** - Update the lead source (e.g., “Website,” “Driving for Dollars”) to keep attribution data accurate. - Optionally, you can also **clear the source field** entirely if it no longer applies or needs to be reset. #### 5. **Record Owner** - Reassign the record to a different team member automatically, based on routing rules or changes in the pipeline stage. - You also have the option to **unassign the record owner**—helpful for recycling leads, sending records back into a general pool, or pausing follow-up. #### 6. **Custom Fields** - Modify your own custom fields set on the property record—great for niche workflows or tracking specific business metrics. --- ### Example Use Cases - **Lead Routing:** When a new lead comes in with a certain tag or area, automatically assign it to the correct team member. - **Pipeline Progression:** Move a record to the next lifecycle stage and update the status to "Working" when a task is completed. - **Disqualification:** Mark a record as lost and assign a lost reason if the lead has not responded after multiple touchpoints. **Tip:** Use the Update Property action alongside **Delays**, **Conditions**, and **Branching Logic** to create powerful automations that adapt to your unique business processes.   - 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