Using custom object data in Create Task in Microsoft?

[KevinTruong]

I've Googled and read through similar old posts so I think I know the answer to this, but to pose the question anyway:

We use the Create Task in Microsoft flow step to notify relationship managers when one of their clients do certain actions. In the task we bring in certain values eg

According to Marketo help this only works for Person, Company, Campaign, and System tokens. Has anyone been able to get this to work for data in a custom object? Eg we have an custom object called IterationSummary that has a field called Amount that we're hoping to pull into the Task description. 

Thanks 

[Michael_Florin · Accepted solution]

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According to Marketo help this only works for Person, Company, Campaign, and System tokens. Has anyone been able to get this to work for data in a custom object? Eg we have an custom object called IterationSummary that has a field called Amount that we're hoping to pull into the Task description. 

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I fear that Marketo's documentation speaks the truth here, and trigger tokens are not allowed in a task's subject or description. I've just been there and had to learn that program tokens don't work these areas either.

[SanfordWhiteman]

You've tried {{trigger.Amount}} (assuming you're triggering on Added to IterationSummary, of course)?

[KevinTruong]

Thanks @SanfordWhiteman, it's a daily batch campaign first that then requests a trigger campaign. I'll give it a go though and see what happens. 

[SanfordWhiteman]

Wouldn't work unless the trigger is the CO being added.

[KevinTruong]

Ok thanks, I'll try to find another solution. 

[Jo_Pitts1]

@KevinTruong,

as @SanfordWhiteman is the creator of FlowBoost, he can't say that FlowBoost is the Web Hook Service he uses.

However I didn't create it, but I do use it a lot; so I can tell you that FlowBoost would be the Web Hook Service to use in this situation.

Cheers

Jo

[SanfordWhiteman]

In such situations, I make use of a webhook (that is, webhook-compatible service).

Pass leads to the webhook. The service uses the REST API to fetch the person’s CO records and picks out the applicable one, then creates a Custom Activity with the interesting fields. You can trigger on the CA and use {{trigger.tokens}}.