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Checking a CRM entry on an outbound rule

  • 1.  Checking a CRM entry on an outbound rule

    Posted 06-05-2025 19:24

    Blythewarrior | 2023-07-12 13:11:34 UTC | #1

    Hi I have 2 rather unusual requirement's for outbound dialling:

    Campaign is loaded once per week Customers have a unique account number Customers can have one of many "account status references"

    1. We need to check the "Status" against a list and not dial on certain "status's"
    2. We need to call the CRM pre call to check the status has not changed to one in the list

    Requirement 1 may be met on the upload Requirement 2 however has got me flummoxed - I can write an action that runs pre call and it brings back the account details including "Status", but I can't for lover nor money work out how to compare it to a list. Every idea I have falls at the how the heck do I get the result out of the action as say a variable.

    I get the feeling I can't and this is isn't possible, but hope you lovely people can help

    Kind Regards

    Jason_Mathison | 2023-07-12 13:37:19 UTC | #2

    Hi Blythewarrior,

    Is the list of statuses that you need to compare to fixed?

    If so, can you provide an example of what the CRM returns, and which field you want to compare your list to? Feel free to replace anything sensitive with dummy data, but make sure not to change the "shape" of the response.

    --Jasonthesoftwaredeveloper

    Blythewarrior | 2023-07-12 14:24:02 UTC | #3

    Hi Jason Yes the list is static. The list is - CLRD, TEFA, TEFC, CLTR, PPPL, ALTR, AGRT, APCT, ASPO, HBU1, PDQR, TETC, TELE, MARF, MATC, MARU, TEXF, TEXT, TEND, OFIN, PCVI

    and the data action that makes the request would return anyone or none of the above

    Kind Regards

    Jason_Mathison | 2023-07-12 16:12:34 UTC | #4

    Ok, so can you provide an example of the response from the CRM?

    Blythewarrior | 2023-07-13 10:11:35 UTC | #5

    An example would be AGRT Thanks

    Jason_Mathison | 2023-07-13 11:25:10 UTC | #6

    Please run your action in test mode, and post the results of the "Execute" step. That is the raw response from the CRM. Feel free to replace any sensitive text, just make sure that the shape remains the same.

    Blythewarrior | 2023-07-13 11:55:53 UTC | #7

    Jason_Mathison, post:6, topic:20952
    test mode

    Thanks again Jason It will be Monday before I can test with the CRM, I've been using data table look ups in the meantime to test rules out.

    Kind Regards

    system | 2023-08-13 11:56:09 UTC | #8

    This topic was automatically closed 31 days after the last reply. New replies are no longer allowed.

    This post was migrated from the old Developer Forum.

    ref: 20952



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