Workflow to check for contacts connected to Company

[BTyner]

Hello,

I am trying to create a workflow with a IF/Then branch that will check if the company has contacts associated with it with a set property that we use called “facility role”.

Basically I am trying to make sure that the company has at least one contact with the value in facility role being “owner” and “billing”. These also could be in the same associated contact or two diffrent contacts.

Going to use this to send out a notification to correct the issue if either is not present.

Thanks in advance for the help.

[karstenkoehler]

Hi @BTyner,

This can be achieved easily In an If/then branch, simply select the Contact filter and proceed to specify the facility role:

Once you confirm the selection, the left branch (green) will have all companies where there’s at least one associated contact matching the criteria. This branch ends right there. The right branch (red) will be the one where you add an action to send an internal notification:

Let me know if you have any follow-up questions!

[BTyner]

This is exactly what I was looking for. Thanks!