Method

findDeals — find deals for a specific entity by filtering with entity id

Description

Minimum number of  arguments for this method is two. The first argument is the entity name and the second is the entity id.

Structure of the method:

findDeals('Entity Name', 'Entity Id')

Parameters

Entity Name — The entity name like lead

Entity Id — The entity id like the id of a lead

Examples

If you are creating an email template on the leads entity, you have the lead object captured and can use its information like {{first_name}}, {{id}}, etc.

In the example below, we use the id of the lead to get all its deals.

//Find all deals for a specific lead. 
Hello {{first_name}},

{% set deals = findDeals('lead',id)%}
 Your Deals: 

 {% for deal in deals%}

    {{deal.name}} - {{deal.amount}} - {{deal.close_date}}

 {%endfor%}

//Output: List of name - amount - closed_date of deals for the lead with its current id

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