Checking a CRM entry on an outbound rule

Hi
I have 2 rather unusual requirement's for outbound dialling:

Campaign is loaded once per week
Customers have a unique account number
Customers can have one of many "account status references"

  1. We need to check the "Status" against a list and not dial on certain "status's"
  2. We need to call the CRM pre call to check the status has not changed to one in the list

Requirement 1 may be met on the upload
Requirement 2 however has got me flummoxed - I can write an action that runs pre call and it brings back the account details including "Status", but I can't for lover nor money work out how to compare it to a list.
Every idea I have falls at the how the heck do I get the result out of the action as say a variable.

I get the feeling I can't and this is isn't possible, but hope you lovely people can help

Kind Regards

Hi Blythewarrior,

Is the list of statuses that you need to compare to fixed?

If so, can you provide an example of what the CRM returns, and which field you want to compare your list to? Feel free to replace anything sensitive with dummy data, but make sure not to change the "shape" of the response.

--Jasonthesoftwaredeveloper

Hi Jason
Yes the list is static.
The list is - CLRD, TEFA, TEFC, CLTR, PPPL, ALTR, AGRT, APCT, ASPO, HBU1, PDQR, TETC, TELE, MARF, MATC, MARU, TEXF, TEXT, TEND, OFIN, PCVI

and the data action that makes the request would return anyone or none of the above

Kind Regards

Ok, so can you provide an example of the response from the CRM?

An example would be AGRT
Thanks

Please run your action in test mode, and post the results of the "Execute" step. That is the raw response from the CRM. Feel free to replace any sensitive text, just make sure that the shape remains the same.

Thanks again Jason
It will be Monday before I can test with the CRM, I've been using data table look ups in the meantime to test rules out.

Kind Regards

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