Insert data source variables into your action

Pipe in data from different data sources to your action.

Create a rule

Variables can be piped in from activities, profile variables, and integrations.

1. When setting up an action, click the Insert Variable button.
   
2. Click the Variable tab.
3. In the Data Source field, select one of the following options.

   Data Source type	Description
   Survey	In the Data Source field, select Survey to add in survey question responses. In Survey Name, select a survey. Select a question in the Question field. Note: The Question field will display the question text if available. If there is no question text, it will display the question name.
   Profile Variable	In the Data Source field, select Profile Variable to add in profile variables. In Field, select a profile variable. Note: This data source also contains profile variables created from the following integrations: Microsoft Dynamics 365 Marketo SAP SuccessFactors HubSpot BambooHR
   BambooHR	Note: To see this data source, you must install the BambooHR integration. In Field, select a BambooHR field. Select an answer.
   Salesforce Case	Note: To see this data source, you must install the Salesforce Case integration. In Field, select a Salesforce case field. Select an answer.
   Salesforce Contact	Note: To see this data source, you must install the Salesforce Contact integration. In the Data Source field, select Salesforce Contact. In Field, select a salesforce contact field.
   SAP Sales Order	Note: To see this data source, you must install the SAP S/4HANA integration. In the Data Source field, select SAP Sales Order. In Field, select a SAP sales order field.

4. Click Save.

Parent topic: Rules engine

Related information

• Insert organizational hierarchy variables into your action
• Create an email action
• Create an Alida Case action
• Create a Salesforce case action
• Create a Slack message action
• Create an Event Driven Survey action
• Create a Custom Action