new
Automations
Custom Objects
Companies
š New Workflow Actions: Find Company & Find Object Record
Weāre excited to expand our
Find Record
capabilities across all workflow types! - Find Contactalready exists.
- Find Companyis now available in company-based workflows.
- Find Object Recordis now available in custom object-based workflows.
These actions allow you to automatically look up and use existing records inside your CRM based on incoming webhook data. Whether youāre matching a
Contact
, a Company
, or a Custom Object
, you can now update, associate, or branch workflow logic without manual searching. āØ Whatās New
You can now:
- Search Existing Recordsā Match on fields like Record ID, External ID, Company Domain, VIN, etc
- Tie-Break Smartlyā Choose between theEarliestorLatestrecord if multiple matches exist.
- Flexible Filtersā Add multiple conditions with AND logic for precise control.
- Outcome Branchingā Handle bothRecord FoundandRecord Not Foundscenarios directly in workflows.
- Seamless Skippingā If the workflow already starts with the same object (e.g., āCar Createdā or āCompany Createdā), this step is skipped automatically.
š How It Works
- Add the Find CompanyorFind Object Recordaction in a workflow.
- Ensure your workflow starts with an Inbound Webhooktrigger ā the payload fields power your filters (e.g.,{{inboundWebhookRequest.body.petname}},{{inboundWebhookRequest.body.domain}}).
- Configure your filters:
- Left side= object field to match.
- Right side= webhook payload field or fixed value.
- Pick your Filter Onsetting:EarliestvsLatestrecord.
- Define Outcomes: branch the flow if a record is found or not.
š” Why It Matters
- š Accuracyā Match records using unique identifiers like External ID or Domain for deterministic results.
- š¤ Flexibilityā Apply multiple filters to handle complex use cases.
- ā± Efficiencyā Automate record lookups instead of manual checks.
- š Scalabilityā Build workflows that adapt dynamically to real-world webhook payloads.