Updated Aug 4, 2026

Search Company Data

Use this action when you need a list of matching records instead of one specific record.

Best for

• Looking up contacts, services, events, or workflows by filters
• Finding the newest or oldest matching record
• Driving later steps based on whether matches exist

Main fields

Field	What it does
Dynadata Item Type	Chooses what kind of records to search
Filter CEL Mongo Filter	Defines which records should match. Do not use $regex here — it is rejected with a 400 error; use Search + Search fields for partial-text matching
Search	Case-insensitive substring ("contains") term, matched literally against the fields listed in Search fields
Search fields	The field names the Search term is matched against, e.g. ["name","email"]
Sort CEL Sort Object	Controls the order of the returned records
Limit	Controls how many records to return. If you leave it empty, the default is 50
Skip	Lets you page through results

What later steps can use

The matching records are available at:

• step(N).data
• step(N).data[0]

Tips

• Use sorting together with a low limit when you only need the first relevant match.
• Check whether step(N).data is empty before you assume a result exists.
• This is often the right first step before a later update or notification action.
• For partial-text / "contains" matching, use Search + Search fields rather than a $regex filter (which is rejected with a 400 error).