Fetch Company Data

Use this action when you already know the record you want and need to load it into the workflow.

Best for

• Loading a known client, service, event, or workflow record
• Using an ID selected in the step editor
• Using an ID returned by an earlier step

Main fields

Field	What it does
Company data type	Chooses the record type to load
Use manual ID	Lets you pass an ID from a CEL expression instead of picking a fixed record
Record	Selects the record when manual ID is off
Manual ID	Evaluates to the record ID when manual ID is on

What later steps can use

The fetched record is usually available at:

• step(N).data

Tips

• Use this when you need one known record, not a list.
• Turn on manual ID when the record comes from a previous step.
• Add a condition if the record may not exist and your later steps should handle that case differently.