Get Account
AutomatR.Zoho.Activities.GetAccount
The "Get Account" activity in AutomatR is part of the Zoho activities package, designed to retrieve specified account information from Zoho CRM. This activity streamlines the process of fetching account details, enhancing automation workflows.
Properties
| Name | Description |
|---|---|
| Input | |
| Account ID | Enter the account ID to uniquely identify the Zoho CRM account. This is a required field. |
| Misc | |
| Display Name | Provides a customizable name for the activity displayed in the workflow. The display name enhances clarity and organization within the automation project. String variables containing the desired display name. |
| Optional | |
| Delay | Enter the wait time in seconds (Example: 5 seconds, i.e., 5) to start the activity. |
| Output | |
| Result | Outputs the specified account details retrieved from Zoho CRM. Variables of type AccountModels to store the account information. |
How to Use
- Drag and drop the "Get Account" activity onto the workflow.
- Configure the properties by specifying the Zoho CRM account ID for which you want to retrieve information.
- Optionally, configure the delay and customize the display name.
- Execute the workflow to retrieve the specified account details from Zoho CRM.
Example
Consider an example where the "Get Account" activity is used to retrieve information for a Zoho CRM account with the account ID "ABC123":
Get Account:
Account ID: "ABC123"
Delay: 0
Result: accountDetails
In this example, the activity attempts to retrieve the details for the Zoho CRM account with the specified account ID. The delay is set to 0, indicating that the activity should start immediately. The result, i.e., the account details, is stored in the accountDetails variable for further handling in the workflow.