Workflow Action - Finance - Business From Attributes

Action:

Business From Attributes

Category:

Finance

Version:

v13.7

Content:

Sets an attribute to a business based on a set of fields with the ability to also link a person to the business.

If the first 12 characters of the given business name and any one of the following match, it will match that business: Phone, Email, Street Line 1

If a record is matched it will be updated with the information provided from the workflow action.

The created/matched business will be put into the optional Business field attribute.