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List and query accounts.
External DocumentationTo learn more, visit the SafeBase documentation.

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Basic Parameters

ParameterDescription
MemberSearch for all accounts that contain a given member email.
NameSearch for an account that has the given name.

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Advanced Parameters

ParameterDescription
DomainSearch for all accounts that contain at least one member email with the given domain name.
Salesforce Account IDSearch by Salesforce Account Id.

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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"
			}
		}
	]
}

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Workflow Library Example

List Accounts with Safebase and Send Results Via Email
Workflow LibraryPreview this Workflow on desktop