Search Company Data

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

Best for

• Looking up clients, 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
Company data type	Chooses what kind of records to search
Filter	Defines which records should match
Sort	Controls the order of the returned records
Limit	Controls how many records to return. If you leave it empty, the default is usually 50
Skip	Lets you page through results

What later steps can use

The matching records are usually 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.