RouteurStable

Find onboarding case

Searches for the latest onboarding case for a company and/or contact, open by default.

Company / contact

Find onboarding case

Companies & contacts

Typed result

Vue d’ensemble

Searches for the latest onboarding case for a company and/or contact, open by default.

Exemple

Find a customer's open case before deciding whether to continue an existing journey or open a new one.

Decision routes

found

Case found

A case matches the subject and filters.

Recommended actionUse the returned case to decide how the process should continue.

not_found

Dossier absent

No case matches the criteria.

Recommended actionDecide whether a new onboarding case should be opened.

Parameters 4

companyOptionnelCompany

Company searched for. Required when no contact is supplied; criteria are cumulative with the contact.

contactOptionnelContact

Contact searched for. Required when no company is supplied.

statusRequisenum

Case status: open by default, completed, or cancelled.

decision_statusOptionnelenum

Optional decision filter: pending, approved, or rejected.

Outputs 2

selected_routeenum

Business route chosen by the node according to the search or check result.

onboarding_caseOnboarding case

Selected complete case, including its checks. Available only on found.

Behavior

At least one company or contact is required. When both are supplied, criteria are cumulative. The node filters by status and optionally decision, then keeps the most recently created case; on identical dates, the latest recorded case is selected. The returned case includes its checks.

Limits and responsibilities

The node does not create, resume, or deduplicate any case.
A completed case is not necessarily approved: use decision_status to specify the expected decision.
The search does not reserve the case or guarantee the absence of concurrent creation.