Lookup actions
Lookup objects
Lookup objects by criteria.
List of expected config fields
List contains default object types and custom object types.
Supported default object types:
-
Companies
-
Leads
-
Named accounts
-
Opportunities
-
Opportunity roles
-
Sales persons.
Expected input metadata
Input JSON Schema:
json { "type": "object", "properties": { "searchTerm0": { "title": "Search term", "type": "object", "properties": { "filterType": { "title": "Field Name", "type": "string", "required": true }, "filterValues": { "title": "List of values", "description": "List of values to filter on in the specified fields.", "type": "array", "required": true, "items": { "value": { "type": "string" } } } } }, "maxResultSize": { "description": "Positive integer that defaults to 1000", "required": false, "title": "Max result size", "type": "number" } } }
Lookup activities
Lookup object (at most 1)
Lookup object by unique criteria.
List config fields
Object type
List contains default object types and custom object types.
Supported default object types:
-
Companies
-
Leads
-
Named accounts
-
Opportunities
-
Opportunity roles
-
Salespersons.
Lookup criteria
List needed to choose kind of field(s) for lookup criteria.
All object types support the following lookup criteria.
Lookup Criteria:
-
Marketo ID
-
Dedupe Fields.
Except for Leads where only Marketo ID is supported.