Actions35
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Contact → Find
AI-generatedSummary
Finds the best matching JobTread contact by exact email and/or phone custom-field values, then returns the contact with account, primary location, and most recent job details.
Inputs
- Email — Email to match exactly against the contact’s Email custom field. Leave blank to skip email matching.
- Phone — Phone to match against phone custom fields. The operation checks common formatting variants across phone-number fields; leave blank to skip phone matching. At least one of Email or Phone must be provided.
Output shape
A list containing at most one enriched contact record, or an empty list if there is no match.
Email and phone criteria are OR-combined. The returned contact includes its custom fields and related account, primary location, and most recent job; the recent job’s custom fields are also surfaced.