Pipeline that creates a record and retrieves the record ID for use in the next step
I have a pipeline that verifies whether 2 records exist in separate tables, if not the records are created, and then I need the record ID for each to add to a 3rd table because it is a 'many to many' relationship. I have the record ID for the first record, but not the second. Here is an outline of what I have...
Record added to Google Dropbox imports into a Connected Table in QB (Trigger)
Search Customer Records -> if empty, create new record, and then...
Search Customer Rep Records - > if empty, create new record, and then...
Search CRM Records -> if empty, create new record using key field, provided in the original import. However, the Customer Rep goes by the record ID which was not provided , and must be retrieved from the record that was created.
How can I retrieve the record ID of a record created in a previous step?
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Kelly Bianchi
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