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Organization Contact With Automation Rules

March 23, 2022
Patrick Bakker
1 Min Read

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It is now possible to request the contact information of an organization via an automation rule. This can be useful when communicating with external organizations with which no trust relationship has been established.

The example below shows an automation rule in which the telephone number of the requesterโ€™s organization is written in the Note field when a request is registered.

Automation rule organization contact