coreILLA - Workflows Builder - "Find Contact" Action

Fatima Khan

Created Oct 22, 2024

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.

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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.

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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

Examples:
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