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JobTread

JobTread construction project management — accounts, contacts, jobs, tasks, documents, locations, comments, daily logs

Actions35

Contact → Find

AI-generated

Summary

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.

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Discussion