Insert data source variables into your action

Pipe in data from different data sources to your action.

Prerequisites:

Create a rule

Variables can be piped in from activities, profile variables, and integrations.

  1. When setting up an action, click the Insert Variable button.
  2. Click the Variable tab.
  3. In the Data Source field, select one of the following options.
    Data Source type Description
    Survey
    1. In the Data Source field, select Survey to add in survey question responses.
    2. In Survey Name, select a survey.
    3. Select a question in the Question field.
      Note: The Question field will display the question text if available. If there is no question text, it will display the question name.
    Profile Variable
    1. In the Data Source field, select Profile Variable to add in profile variables.
    2. In Field, select a profile variable.
    Note: This data source also contains profile variables created from the following integrations:
    BambooHR
    Note: To see this data source, you must install the BambooHR integration.
    1. In Field, select a BambooHR field.
    2. Select an answer.
    Salesforce Case
    Note: To see this data source, you must install the Salesforce Case integration.
    1. In Field, select a Salesforce case field.
    2. Select an answer.
    Salesforce Contact
    Note: To see this data source, you must install the Salesforce Contact integration.
    1. In the Data Source field, select Salesforce Contact.
    2. In Field, select a salesforce contact field.
    SAP Sales Order
    Note: To see this data source, you must install the SAP S/4HANA integration.
    1. In the Data Source field, select SAP Sales Order.
    2. In Field, select a SAP sales order field.
  4. Click Save.