ACTION_ID: lookup_row_in_csv_list
NAME: Floqer CSV lookup
CATEGORY: Data Operations
CREDITS: 0

Look a value up in a CSV list you have uploaded to Floqer and return the
matching record plus the column it matched on. The suppression-list
check — and a general-purpose static lookup.

1. INPUTS

list (dynamicDropdownDNC, required)
  List. Select the CSV/DNC list

lookup_value (string, required)
  Lookup Value. Enter the value to lookup in the DNC list/CSV

exact_match (dropdown, optional)
  Exact Match. Whether to perform exact match for lookup.
  Values:
    - { value: "Yes", label: "Yes" } (default)
    - { value: "No", label: "No" }

ignore_case (dropdown, optional)
  Ignore Case. Whether to ignore the case while looking for the value.
  Values:
    - { value: "No", label: "No" } (default)
    - { value: "Yes", label: "Yes" }

delimited (dropdown, optional)
  Delimited. What separates the values in your CSV
  Values:
    - { value: ",", label: "," } (default)
    - { value: ";", label: ";" }
    - { value: "\\t", label: "\\t" }

2. OUTPUTS

status (string) — Whether the record was found in the DNC list/CSV or
not

record (json) — Record for the given condition

matched_column (string) — The name of the column where the first match
is found

3. HOW TO CONFIGURE

Resolve the uploaded list catalog:

  POST .../options/list   (body: {})

Configure Action body:

{
  "inputs": {
    "list": "<list id from options>",
    "lookup_value": "{{person_work_email_waterfall_01ab.work_email}}",
    "exact_match": "Yes",
    "ignore_case": "Yes",
    "delimited": ","
  }
}

Field-by-field:
  - list          The uploaded CSV / suppression list to search.
  - lookup_value  The value to find. Searched across every column —
                  `matched_column` tells you which one hit.
  - exact_match   `Yes` (default) or `No` for substring matching.
  - ignore_case   `No` (default) or `Yes`.
  - delimited     The CSV separator: `,` (default), `;` or `\t`.

4. KEY NOTES

- The three option fields take the option LABEL as the value (`"Yes"` /
  `"No"`, and the literal separator character), not a boolean.
- The lookup scans every column. `matched_column` names the first column
  that matched — check it when the same value could legitimately appear
  in two columns.
- `record` is a `json` object. Reach into it from a `formula` with the
  bracket form, e.g.
  `{{lookup_row_in_csv_list_01ab.record}}?.["account_owner"]`.
- `status` reports found / not found; the action does not fail the row
  on a miss, so branch with `run_if` or a `filter` rather than on cell
  status.
- Lists are uploaded in the Floqer UI. There is no API endpoint for
  creating one.

5. WHERE IT FITS IN A WORKFLOW

Pattern: person_work_email_waterfall -> lookup_row_in_csv_list
(suppression list) -> filter (status is not found) -> outreach action.
The standard do-not-contact gate.

6. WHEN TO USE

Use lookup_row_in_csv_list to check rows against a static list —
suppression, existing customers, territory or owner mappings — without a
round trip to a CRM.

7. WHEN NOT TO USE

The reference data lives in another Floqer sheet
  -> action-detail/lookup_another_floqer_workflow_row.txt

The reference data lives in a spreadsheet
  -> action-detail/google_sheets_lookup_rows.txt

Last updated: 2026-08-03.