New
Find Custom CRM Records from Any Automation Trigger
Look up a project, property, ticket, or other custom record and use its data later in a workflow.
Products:Automations, CRM
What’s New
Find custom object searches a selected CRM object type using your field criteria and brings a matching record into scope.
Why It Matters
A contact event, schedule, or connected-system webhook can update the right business-specific record without requiring a custom-object trigger.
What’s Included
- Lookups across defined custom-object types.
- Dynamic search values from previous steps.
- And or Or matching across search criteria.
- Found and Multiple Found outputs for routing results.
How to Use It
- Open GREENstick Business App → Automations and add a step under Custom objects → Find custom object.
- Choose the object type and search fields.
- Add an If/else step to handle matched, unmatched, or multiple results.
Good to Know
When multiple records match, the action uses the first result and marks Multiple Found as true. Configure a branch to handle that ambiguity.
Availability
Available Now
Affected Customers
Businesses using custom CRM objects in Automations.
Action Required
Configure the lookup and result-handling branches.
Explore This Update in GREENstick Business App
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