Using the Find Object Record and Find Company Actions

Overview

The Find Object Record action allows you to search your CRM for a specific custom object record using data from an Inbound Webhook trigger. You can map fields from the webhook payload to the object's fields to locate the correct record. If your workflow already started with the same object as the trigger, this step is automatically skipped. In company-based workflows, this action is called Find Company and lets you locate a company record using webhook values like company name or domain.

Action Name

Find Object Record (for custom object workflows)

Find Company (for company-based workflows)

Action Description

Use this action to:

• Look up a record (custom object or company) by mapping webhook parameters to object or company fields in Filters.
• Resolve multiple matches using a tie-breaker option (Earliest Created or Latest Created).
• Create separate branches for Record Found and Record Not Found outcomes to build clean, deterministic workflows.

Prerequisite: Your workflow must include an Inbound Webhook trigger. The action reads values from this trigger's payload (body and headers).

Action Details

I. Requires Inbound Webhook

This action is only available when your workflow contains an Inbound Webhook trigger. Values are taken from that trigger's payload, such as {{inboundWebhookRequest.body.petname}} or {{inboundWebhookRequest.body.domain}}.

II. Filter On (Tie-Breaker)

Choose how to select one record if multiple matches are found:

• Earliest Created Record
• Latest Created Record

III. Filters (AND Logic)

Add one or more filter rows. All filters use AND logic.

Left side: Select the object or company field to match (e.g., Record ID, External ID, VIN, Pet Name, Company Name, Domain).

Right side (value): Choose a field from the Inbound Webhook trigger (Body or Headers) or enter a fixed value.

Tips:

• Use unique identifiers (Record ID, External ID, Domain) for more deterministic results.
• Add extra filters (status, location, type) to avoid ambiguous matches.

IV. Outcomes

Record Found: The matched object becomes the current record for downstream actions like Update, Associate, or Clear.

Record Not Found: Use this branch to create a new record, alert a user, or stop the flow.

V. Skip Behavior

If the workflow already starts with the same object as its trigger (e.g., "Car created" or "Company created"), this step is skipped automatically.

VI. Best Practices

Ensure the webhook sends clean, typed values (strings, numbers, booleans). Normalize casing and whitespace in the source system if you're matching on names. Test with sample payloads in a staging workflow before going live.

Examples

Example 1: Find a Pet by Name

Goal: A webhook posts petname = "snowy". Find the Pet object with that name.

Setup:

• Filter On: Earliest Created Record
• Filters: Pet Name = {{inboundWebhookRequest.body.petname}}

Flow:

• Inbound Webhook triggers with { "petname": "snowy" }.
• Action finds Pet where Pet Name equals snowy.
• Record Found: Update Pet status and notify the owner.
• Record Not Found: Create a Pet record with name = "snowy" and tag for review.

Example 2: Find a Subscription by External Reference

Goal: Your billing webhook sends subscription_ref. Find the Subscription object.

Setup:

• Filter On: Latest Created Record
• Filters: External Reference = {{inboundWebhookRequest.body.subscription_ref}}, Status = active (optional safety filter)

Flow:

• Webhook arrives with subscription_ref.
• Action selects the latest active Subscription with that reference.
• Record Found: Update plan fields and enqueue renewal emails.
• Record Not Found: Create a placeholder Subscription and alert Finance.

Example 3: Find a Company by Domain

Goal: A webhook from a lead-gen form passes companyDomain. Find the Company record with that domain.

Setup:

• Filter On: Latest Created Record
• Filters: Domain = {{inboundWebhookRequest.body.companyDomain}}

Flow:

• Inbound Webhook triggers with { "companyDomain": "acme.com" }.
• Action finds Company where Domain equals acme.com.
• Record Found: Enroll Company in an "Onboarding" workflow.
• Record Not Found: Create a new Company record with domain acme.com.