Get Lead Members (Power Automate Action)

Overview

The Get Lead Members action in Power Automate allows you to retrieve all members linked to a lead in Effi. This includes their names and email addresses, which can then be used in workflow automation such as email notifications, CC assignments, and updates.

This is commonly used to automatically include all relevant stakeholders connected to a lead.

What this action does

When used, this action will:

• Retrieve all members linked to a lead
• Return each member’s:
  • Name
  • Email address
• Make this data available for use in later steps of your flow (e.g. emails, notifications, CC fields)

Requirements

Before using this action, ensure:

• You have a valid Lead ID
• The lead has assigned members in Effi
• You are working within a Power Automate flow connected to Effi

How to use Get Lead Members

1. Add the action

In your Power Automate flow:

• Add a new step
• Select Effi – Get Lead Members

2. Provide the Lead ID

• Enter the Lead ID as the input parameter
• This tells the flow which lead to retrieve members from

3. Use the output

The action will return a list of lead members, including:

• Name
• Email address

You can use this output in later steps of your flow.

4. Format email addresses (for CC or recipients)

To use multiple emails in a single field (e.g. CC), format the output as a comma-separated list using a join expression:

join(select(memberEmails, item()?['email']), ',')

This converts all member emails into a single formatted string.

Example use case — Email CC automation

You can automatically include all lead members in an email:

1. Retrieve lead members
2. Extract email addresses
3. Join emails into a single string
4. Map the result into the CC field

Result:
All assigned lead members are automatically included in the email without manual entry.

Output example

Lead members returned:

• John Smith – john@email.com
• Sarah Lee – sarah@email.com

Formatted CC output:

john@email.com, sarah@email.com

Common use cases

• Sending notifications to all assigned lead members
• Including brokers and co-brokers in updates
• Automating CC in document or status emails
• Multi-user communication tracking

Troubleshooting

No members returned

• Check that the lead has assigned members in Effi

Emails not appearing correctly

• Ensure the correct field is selected from the action output

Incorrect formatting

• Confirm the join expression is applied correctly in Power Automate

Need help?

If you experience issues, please contact support and include:

• Lead ID used
• Flow step name
• Expected vs actual output