Pipeline: Look up a Record based on the Key field?

Mark- It is true that the "Look up a record" step only allows Record ID (regardless of a custom key field).  However, as an alternative, you can use the Search Records step to search for any fields, including a custom key (and if needed, you could add a Limit to only return 1 record).  Then as a subsequent step, you could add a query that if the search returned "empty records" you can create the missing record.



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Kristoffer Keene
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