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Get my team member

Get my team member retrieves a specific team member from your partner account and makes their user ID available to downstream steps. Use it before a Notify a user or Assign step that needs a specific person in scope.

How it works​

  1. The automation reaches the Get my team member step
  2. You select a specific team member from your partner account
  3. The step retrieves their user ID and makes it available as dynamic content
  4. Downstream steps can reference this user ID for notifications, assignments, or other user-scoped actions

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Users, select Get my team member
  3. Configure the field:
FieldRequiredDescription
Team memberYesThe team member to retrieve. Select from your partner account's user list.

Outputs​

After the step runs, the selected team member's user ID is available to downstream steps via Add dynamic content.