Source Node
The Source Node
The Source Node queries and filters accounts or contacts from your views to create targeted lists. It supports both saved views and custom filters, allowing you to precisely define which accounts or contacts should flow into your workflow. This node acts as the entry point, pulling in data directly from your CRM.
When to Use It
Every workflow must have source node to:
Automatically pull in accounts or contacts that meet certain criteria (e.g., exists in CRM, belongs to a saved view).
Ensure downstream nodes only process the most relevant and qualified records.
Keep your workflow synced with CRM changes by running on a schedule or triggering based on events.
Configuration Overview
Here’s how it works:
Source Scope
Accounts – Query companies
Contacts – Query contacts
Source Type
View – Pulls records from an existing saved view.
Custom – Allows you to define filters (such as “Exists in CRM is true”) for more flexible targeting.
Execution Mode
Scheduled – Runs the query on a regular schedule (e.g., every day).
Triggered – Runs when a specific condition occurs, such as when a record enters a view or when a defined goal occurs.
Scheduling & Triggers
Scheduled – Choose a frequency (daily, weekly, etc.).
When Goal Occurs – Triggered when a workflow goal is met.
When Record Enters View – Triggered when new records meet your defined criteria.
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