Find
Search accounting records by name and returns the matching record ID. The name is the record's Name field value, typically the record number (for example "SIN000123"). Supported document types are journals (c2g__codaJournal__c), sales invoices (c2g__codaInvoice__c), sales credit notes (c2g__codaCreditNote__c), payable invoices (c2g__codaPurchaseInvoice__c), payable credit notes (c2g__codaPurchaseCreditNote__c) and cash entries (c2g__codaCashEntry__c). Use this action when a user refers to a record by its name or number and you need its record ID, for example to look up, open, or carry out a follow-up action on that record. Returns, per request, the record ID of the matching record on success, or the error message if no record could be found.
| Property | Value |
|---|
| Label | Find Records |
| Category | Accounting |
| Since | Summer 2026 |
| Read-only | Yes |
| Supports Agents | Yes |
| Supports Flows | No |
| Async Action | No |
| Keywords | find, search, lookup, retrieve, invoice, journal, document, name, number |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
recordName | String | Record Name | The name of the record to find. This is the value of the record's Name field, which is typically the record number or reference (for example "SIN000123" for a sales invoice or "JNL000045" for a journal). Provide the exact record name. Supported document types are journals (c2g__codaJournal__c), sales invoices (c2g__codaInvoice__c), sales credit notes (c2g__codaCreditNote__c), payable invoices (c2g__codaPurchaseInvoice__c), payable credit notes (c2g__codaPurchaseCreditNote__c) and cash entries (c2g__codaCashEntry__c). | Yes |
Response Parameters
| Field | Type | Label | Description | Required |
|---|
recordId | ID | Record ID | Record ID of the record whose Name matches the search value. Empty if no matching record was found. | No |
errorMessage | String | Error Message | Populated if the record could not be found; contains the error detail. Empty on success. | No |
hasErrors | Boolean | Has Errors | 'True' if the record could not be found; 'False' if it was found successfully. | No |
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