Overview
The Get Customer action retrieves a customer by ID and adds it to the workflow context.
Configuration
Customer ID (Required)
The ID of the customer to retrieve. Supports variables.
Examples:
{customer.id}
{booking.customer_id}
{webhook_payload.customer_id}Output
Adds a customer object to the workflow context with all customer details:
Contact information (name, email, phone)
Address information
Payment information
Preferences and locales
Accessing Customer Data
After this action, you can access:
{customer.name}
{customer.email}
{customer.phone}
{customer.country}Use Cases
Retrieve customer from booking
Get customer details from webhook
Access customer for notifications
Load customer for processing
Examples
1. From Booking
Workflow:
Booking Confirmed trigger
Get Customer (
{booking.customer_id})Send Notification (use customer email)
2. From Webhook
Workflow:
Webhook trigger from your CRM
Get Customer (
{payload.customer_id})Update Customer (with webhook data)
Best Practices
Verify ID exists - Check customer ID before using
Handle not found - Set up error handling
Use in loops - Get customer details for each item