Step · Lookup and record data
Find workspace member
Finds a workspace member by ID or email address.
Inputs
| Label | Key | Type | Required | Notes |
|---|---|---|---|---|
| Workspace member ID | workspace_member_id | Text | No | |
email | Text | No | ||
| Case-sensitive email match | case_sensitive | True/false | No | Default off. |
| Normalize email | normalize_email | True/false | No | Default off. “Treat dot and plus email aliases as the same.” |
Outputs
| Label | Key | Type | Always set | Notes |
|---|---|---|---|---|
| Member | member | Actor | No | |
| Workspace member ID | workspace_member_id | Text | No | |
| Count | count | Number | Yes | 0 or 1. |
| Member details | member_details | Group | No | Access level, Avatar URL, Email, First name, Full name, Last name. Unknown access levels are reported as member. |
| Normalized email | normalized_email | Text | No | Present whenever an email was given. |
How it behaves
- By ID: reads that member. By email: lists all members (100 per page, up to 50 pages) and compares normalized emails. With both: the member found by ID must also match the email.
- Normalization: trims, always lowercases the domain, lowercases the local part unless Case-sensitive email match is on. With Normalize email, removes a
+tagand every dot from the local part, for every domain. - No input, a malformed ID, a malformed email or no match gives Count 0, not an error.
Errors
For errors that every step can return, see Troubleshooting.
Example
Match the email on an inbound form to the workspace member who owns the lead.
| Input | Value |
|---|---|
| Maya.Chen+crm@acme.com | |
| Normalize email | On |
| Output | Value |
|---|---|
| Member | Maya Chen (workspace member) |
| Workspace member ID | 8b9c0d1e-2f3a-4b4c-9d5e-6f7a8b9c0d1e |
| Count | 1 |
| Member details | Full name: Maya Chen; Email: maya.chen@acme.com |
| Normalized email | mayachen@acme.com |
Normalize email drops the +crm tag and the dot, so it matches the member whose email is maya.chen@acme.com. No match gives Count 0, not an error.