How to Pull in Referring Account if Referring Contact Selected with Relate Field?

Hi,

In general the before_save and after_save logic hooks are triggered for opp module on record saved.

Therefore, if you need any additional processing, you can reach the Account record to which the Contact referred in the Opp belongs to - just like any other record's data, which is somehow related to the saved record. That could be done with code or with no-coding - using Logic Builder configuring tool

There are dozens of examples in this club on how the related records could be reached in Logic Builder flowcharts drawings

Could you give an idea how you would like to process the Account record ones it is identified?

Hi,

In general the before_save and after_save logic hooks are triggered for opp module on record saved.

Therefore, if you need any additional processing, you can reach the Account record to which the Contact referred in the Opp belongs to - just like any other record's data, which is somehow related to the saved record. That could be done with code or with no-coding - using Logic Builder configuring tool

There are dozens of examples in this club on how the related records could be reached in Logic Builder flowcharts drawings

Could you give an idea how you would like to process the Account record ones it is identified?

Hi Dmytro,

thanks so much for getting back on this.   What we need to do is we want to pull in related account based on the contact member selected that is referring contact (relate field) 

Actually leaning towards now having this field be on the contacts table (referring contact) and seeking to have it where available pull in the account into the contacts table and update related account and opportunities where they are available and/or when created moving forward. 

Suppose thats a little different than what described initially but concept similar.  Does not seem like process definitions alone provide this capability.