Get Members

Type: Action

Description: Gets all members who have accounts in specified apps.

Inputs:

• Status: Onboarding/Active/Inactive

• Ploy Licensed: Whether the member is Active in Ploy (likely pulling from your Source of Truth)

• Internal Domains: Whether the member’s email is part of the approved company domains. Likely to be ‘Yes’ unless the individuals are external to the company.

• Has Account In: Filter members depending on what apps they have access to

• Has No Account In: Filter members depending on what apps they don’t have access to

Output: All members that meet the criteria.

Example Use Case: Ahead of a SaaS renewal, send a survey to all members that have an account in Figma and ask them whether they still need access or not.

Top Tip: It’s likely that you’ll want to add a ‘For each’ after this node so that you can iterate and apply any downstream actions to each member in the list.