Get people

The Get Linked Persons (get_persons) operation allows retrieving a list of all people associated with a specific organization in the system, facilitating contact management within compa

🎯 What does this operation do?

This operation returns all people who are linked to an organization, allowing detailed and segmented follow-up.

βœ… Person's name βœ… Email βœ… Phone βœ… Position βœ… Person's status within the organization


πŸ“‚ How to Configure the "Fetch Linked People" Operation

1️⃣ Access the Component

  1. In Hablla Studio, open the automation flow where you want to fetch the people linked to an organization.

  2. Add the Organizations block.

  3. In right side panel, select the operation "Fetch Linked People".

2️⃣ Fill in the Required Fields

  • Organization ID β†’ Unique identifier of the organization whose people will be fetched.

3️⃣ Save the Configuration

After filling in the required fields, click the "Save" βœ….

Now, whenever this automation is triggered, the list of people linked to the organization will be retrieved automatically.


πŸ“Œ Usage Example in an Automation Flow

πŸ“Š Scenario: You want to create a flow where a manager receives a list of all people associated with a specific organization for relationship follow-up.

  1. Block 1 β†’ Fetch all people linked to the organization.

  2. Block 2 β†’ Generate a report with the extracted contacts.

  3. Block 3 β†’ Send this list to the person responsible for the relationship.

Result: πŸš€ The manager will have up-to-date access to the people associated with companies in the CRM!


πŸŽ‰ Conclusion

The operation Fetch People Linked to an Organization in Hablla Studio allows viewing and segmenting contacts within companies efficiently, ensuring a more organized and strategic CRM.

If you need more support, contact our team! πŸš€

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