Get customer data

In workflows that use customer data, you can use the Get customer data action to retrieve customer information from your store. You can use this action in any workflow, including the Scheduled time trigger. In a workflow that uses the Scheduled time trigger, the workflow starts at a time that you've specified, rather than as a result of an event. Because there is no specific event in your store or from an app that starts the workflow, there is no data automatically included.

Fields

The Get customer data action contains the following fields.

Fields used in the Get customer data action.
Field Description
Sort data by Required. The parameters by which the data returned by the search query is sorted.
Maximum number of customers Required. The maximum amount of customers that can be returned by the search query that you select.
Select a query to filter data Required. The search query that obtains the data to be used in the workflow. Select Advanced to create your own query, or choose a pre-defined query.
Edit query The search query that's used to select customers. This query can be edited to customize the results.

Returned data

The Get customer data action itself doesn't take any direct action in your store. Instead, it extracts data from your store based on your query, and makes this data available for use in subsequent steps in your workflow.

When you add a Get customer data action to a workflow, steps that follow this action have a Get customer data variable available in the variable picker. To use the data extracted by your query in following conditions or actions, select Get customer data in the Returned data section of the configuration panel. For custom created variables, use the getCustomerData object.

Triggers

The Get customer data action can be used in any workflow.

Example

Example of a workflow that sends an internal email if new customer accounts have the Gold tag.

In this example workflow, an internal email is sent if a new customer is created that has the Gold tag.

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