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Workflow Action: Find Contact

The Find Contact action in Stack allows you to locate a contact using specific values. This feature is particularly useful when working with the Inbound Webhook Trigger or Marketplace Triggers that provide contact information.

How It Works​

  • Trigger Compatibility: The Find Contact action is designed to work with Inbound Webhook or Marketplace Triggers. These triggers must carry some form of contact information for the action to function.
  • Execution Conditions: If a contact is already involved in the current workflow execution, the Find Contact action will be skipped to avoid redundant processing.

Using Field Values​

You can find a contact by using values from either standard or custom fields. If you configure multiple fields, the action will search for a contact that matches all specified field values.

Examples​

  1. Using Contact ID:

    • You can locate a contact using their contact ID provided by an Inbound Webhook Trigger or a custom Marketplace Trigger.

  2. Using Custom Fields:

    • Store an external reference, such as a "Stripe Customer ID", in a custom field. You can then use this ID to find the contact via an Inbound Webhook Trigger or a Custom Marketplace Trigger.

By leveraging the Find Contact action, you can efficiently manage and interact with your contacts based on dynamic data inputs from various triggers.