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Run workflow in Customer Journey

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Posted on by 233

Hello,

I am trying to create a simple customer journey that calls a workflow. 

The segment has 3 contacts in it, and the workflow is to create a task using the contact information from the segment.

The workflow runs successfully but it isnt finding any input data. I set the regarding field to the contact, and the owner to the creator of the contact. 

Am I referencing the wrong data in the workflow or missing a step in the journey to provide data from the segment for the workflow? 

Regarding: {Contact(Contact)}

Owner: {Created By(Contact)} 

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Run workflow in Customer Journey

    Hi nvrhughes,

    I can do it, maybe you can refer to the following detailed steps:

    1.Customer Journey:

    pastedimage1669797367551v2.png

    2.Workflow:

    pastedimage1669797500618v3.png

    pastedimage1669791641962v1.png

    3.Test:

    pastedimage1669797519261v5.png

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