Actions91
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Customer → Find
AI-generatedSummary
Finds customers by email, internal ID, or number, returning matching customer records based on the specified search criteria.
Inputs
- Find By — Specify one or more search fields: Email, Internal ID, and/or Number to find matching customers.
Output shape
a list of customer records matching the provided criteria.
Returns customers filtered by the given query parameters. The search fields are optional; providing one or more filters the results accordingly.
Examples
Example 1: Find a customer by email
Set the 'Email' field under 'Find By' to the customer's email address to retrieve matching customer details.
Example 2: Find a customer by internal ID or number
Set the 'Internal ID' or 'Number' fields under 'Find By' to find customers matching those identifiers.