List Accounts

List and query accounts.

External Documentation

To learn more, visit the SafeBase documentation.

Basic Parameters

Parameter	Description
Member	Search for all accounts that contain a given member email.
Name	Search for an account that has the given name.

Advanced Parameters

Parameter	Description
Domain	Search for all accounts that contain at least one member email with the given domain name.
Salesforce Account ID	Search by Salesforce Account Id.

Example Output

{
    "ok": true,
    "result": [
        {
            "id": "fe732619-4e7a-469b-b34a-d8bc4aaabfa9",
            "createdAt": "2017-07-21T17:32:28Z",
            "numMembers": 4,
            "isNdaDone": true,
            "name": "SafeBase Inc",
            "description": "Customer #3",
            "domains": [
                "example.com"
            ],
            "sfdcAccountId": "string",
            "permissionProfileId": "string",
            "reviewStatus": "not_started",
            "accessExpiresAt": "string",
            "ndaProvider": "none",
            "ndaDocusign": {
                "ndaRecipientFirstName": "Safe",
                "ndaRecipientLastName": "Base",
                "ndaRecipientEmail": "user@safebase.io"
            }
        }
    ]
}

Workflow Library Example

List Accounts with Safebase and Send Results Via Email

Preview this Workflow on desktop