13 docs tagged with "lookup"

Learn how to use the Find company action to search for an existing CRM company by field criteria and bring it into scope for downstream steps.

Learn how to use the Find contact action to search for an existing CRM contact by field criteria and bring it into scope for downstream steps.

Learn how to use the Find custom object action to search for an existing custom object record by field criteria and bring it into scope for downstream steps.

Learn how to use the Get an opportunity action to retrieve an opportunity and bring it into scope for downstream steps.

Learn how to use the Get company from contact action to retrieve the company linked to the contact in scope.

Learn how to use the Get contact from company action to retrieve a contact linked to the company in scope.

Learn how to use the Get custom object from company action to retrieve a custom object record linked to a company.

Learn how to use the Get custom object from contact action to retrieve a custom object record linked to a contact.

Learn how to use the Get open opportunities action to retrieve all open opportunities on an account.

Learn how to use the Get or create the associated account action to retrieve or create the account associated with a company.

Learn how to use the Get order data action to retrieve sales order data and bring it into scope.

Learn how to use the Get the associated company action to bring a company record into scope from an account-scoped trigger.

Learn how to use the Query opportunities action to search for opportunities based on filter criteria.