Find Prospects

Task type: Find Prospects

Use Find Prospects to discover accounts or contacts that match criteria, a reference account, or an ICP.

Run behavior

• Side effects: This task is read-only or computation-only by default. It returns data for later steps rather than directly writing records or sending messages.
• Credit usage: This task is not classified as credit-billed by the workflow task registry.

When to use this task

• Build a prospect list from a target ICP.
• Find companies similar to a reference account.
• Find contacts to enrich and sequence in an outbound workflow.

Setup tips

• Start with a small maxResults value while testing.
• Choose account vs contact output based on the next step.
• Use changedPositionRelative for rolling started-new-role windows so saved workflows stay dynamic.
• Enable createAccounts or createContacts only when the workflow should write found prospects into records.
• When creating records, use accountFieldValues/contactFieldValues to stamp fields like source, campaign, or a created-by marker on every new record.
• Follow with For Each when each prospect needs individual processing.

Examples

Find lookalike accounts

Use a reference account domain to find 10 similar companies, then process them with For Each.

Outputs

• A prospects array matching the selected prospect type and search method, plus account_ids/contact_ids when creation is enabled.

Common pitfalls

• Requesting too many prospects before the workflow is tested.
• Using contact results when the next task expects accounts.
• Skipping dedupe or review before record creation.

Related guides

• Build an outbound prospecting workflow

Reference details

These details are generated from the workflow task registry and match the fields available in the builder.

Required fields

• prospectType
• searchMethod

Variable-aware fields

Fields that accept variable references ({{ inputs.x }}, {{ steps.N.y }}) from the workflow's variable graph:

• referenceUrl
• referenceName
• searchCriteria
• accountId
• productIcpId
• accountFieldValues
• contactFieldValues

Liquid template fields

Fields that are rendered through Liquid (variables plus filters and control flow):

• referenceUrl
• referenceName
• searchCriteria
• accountId
• productIcpId
• accountFieldValues
• contactFieldValues

Builder guidance

When the Workflow Builder Genie configures this task, it follows this guidance:

Use only when the workflow purpose includes prospect discovery. For recent role-change filters, use searchCriteria.changedPositionAfter/changedPositionBefore or searchCriteria.changedPositionRelative = { operator: "within_last" | "more_than", months: N }. Set createAccounts/createContacts only when the user explicitly wants records created. Use accountFieldValues/contactFieldValues for additional fields to set on every created record, such as a lead source or created-by marker.

Default configuration

New instances of this task start with the following configuration:

{
  "name": "Find Prospects",
  "outputKey": "prospects",
  "taskType": "Find Prospects",
  "description": "",
  "prospectType": "accounts",
  "searchMethod": "find_similar",
  "referenceUrl": "",
  "config": {
    "maxResults": 10
  }
}