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Updated Aug 4, 2026

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 contact, service, event, or workflow record
  • Using an ID selected in the step editor
  • Using an ID returned by an earlier step

Main fields

FieldWhat it does
Dynadata Item TypeChooses the record type to load
Use Manual IDLets you pass an ID from a CEL expression instead of picking a fixed record
Dynadata Item IDSelects the record when manual ID is off
Dynadata Item ID Manual CELEvaluates to the record ID when manual ID is on

What later steps can use

The fetched record is 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.
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