Ability to search for workspace/apps on automation

✨ Feature Requests
1

Hello!

I have a scenario where there’s a separate workspace for each of our clients. In this specific automation, the trigger is set to “when webhook is received” from a digital signing platform. Once triggered, I need to identify the client and update a record in the app located within that client’s workspace.

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While I could use conditional actions based on each client, this approach would require updating the workflow every time a new client is added. It would be ideal if I could search for the app name (for example, by looking up apps that include the client’s name) and then retrieve and update related records from there.

2

Could you maybe just send a string with the webhook and search for this in a table you maintain for your clients??

1 Like
3

I don’t have an ideal solution BUT we receive the webhook and then trigger clients specific flows.

Received
If A, trigger A flow
If B, trigger B flow

It’s kinda clunky and not a scalable, hands off solution BUT it works for us as we have long-term client relationships. We simply duplicate the client specific automation, and link it to the main one.

I would be interested to see if there is a more efficient way to do this as well.