coreILLA - Workflows Builder - "Find Contact" Action

Find a Contact with the matching values. Find Contact action can be used only with Inbound Webhook Trigger or Marketplace Triggers that carries any contact information.

1. Click on highlight

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3. Find a contact with the Inbound Webhook or Marketplace Trigger data with any contact info. The action will be skipped if a contact is already part of the execution.

• Find a contact using any of the standard/custom field values.
  
• If multiple fields are configured the action will lookup for a contact that matches all the field values.

4. Examples:

• Find a contact using contact id from Inbound Webhook Trigger or custom Marketplace Trigger.
  
• Store an external contact reference to a contact custom field, say "Stripe Customer ID" and find the contact from Inbound Webhook Trigger or Custom Marketplace Trigger using the same

Updated on: 11/27/2024