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 step or an assign step (Assign a contact owner / salesperson, Assign a company owner / salesperson, or Assign a salesperson) 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:

Field	Required	Description
Team member	Yes	The 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.

Related resources

• Actions overview: Browse all available actions
• Notify a user: Send a notification using the retrieved user ID
• Assign a contact owner / salesperson: Assign the retrieved user as contact owner or salesperson
• Assign a company owner / salesperson: Assign the retrieved user as company owner or salesperson
• Assign a salesperson: Assign the retrieved user as salesperson on an account
• Creating and configuring automations: Build and configure workflows