Automations: Updates to Find Records Action

With this update, the fields returned by a Find Single Record action are accessible in any subsequent action.

Let's dive into details!

A new toggle allows to choose between finding one or many records. The results of each action have quite different uses in later steps.


With Multiple Find, you can update records that were found, but it won’t pass the records’ data to the next actions.



Single Find is a lot more versatile. The returned data can be used in any subsequent action, just like fields from the trigger.

Use case example

When a new Order comes in → 
Find a Manager responsible for Order’s region. →
If found, update the Order and assign it to that Regional Manager.

Here’s one more!

Every day → Find a Support Engineer who is on duty 
→
Then, find all Tickets that are not yet assigned →
Finally, update those Tickets and assign them to that on-duty person.

Enjoy!

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