Get CRM Entity Item Reference Step

Use the Get CRM Entity Item Reference step to create a reusable reference to an entity item. Use this step ahead of an Update or Delete CRM entity item step in your workflow. Use the Get CRM Entity Item Reference step in all applications where you need to Update or Delete a CRM entity.

Configure your CRM server during setup. Once setup is complete, most entity types from the CRM server can be used with K2. For more information, see Integration with your CRM Server.

Drag the Get CRM Entity Item Reference step from the CRM category, Favorites bar, or the Recent category onto the canvas.

Example of a Get CRM Entity Item Reference step in a workflow