Provide sales owner custom field ID to parent workflow
Provide sales owner custom field ID to parent workflow
You submit sales owner names through intake forms but lack owner IDs, causing manual lookups and stalled task assignments. The flow returns the matching custom field ID so assignments happen same day.
Overview
Stop manual owner lookups from stalling intake and keep projects moving; this flow maps submitted owner names to the correct custom field ID and returns it to the calling process. That means project managers see correctly-assigned tasks same day and intake handoffs no longer require manual intervention.