When creating a workflow - how can I
# general-english
i
When creating a workflow - how can I call on API for lead lookup before the call is made? It won't let me add the lead look up step before the "introduction" step https://cdn.discordapp.com/attachments/1211484481848873020/1382025326682570805/Screenshot_2025-06-10_at_8.54.16_AM.png?ex=6849a6e2&is=68485562&hm=24051b4ce0f22596df0ab0ab49dfb521418f2ad720b5f23bb9cac7d55bae16f5&
a
The way I've had success doing it is instead of calling the workflow directly, work on the "assistant-request" event. When the flow starts it will look to see which agent / workflow to use and send a server event. Then when you receive that server event you do all of your lookup stuff and add it back to the agent / workflow
i
Thanks @Austin K - so if I am understanding correctly. 1. Call an Assistant 2.This assistant will route the call to the workflow and at the same time retrieve the lead info from the CRM
a
Yeah if you don't attach a specific assistant to your number / server, then it will send the assistant request event. You listen for that event, do your crm lookup, then attach the info from your lookup to the agent / workflow that you will return to Vapi
At least that's how I understand best to do it. Maybe there's another way that I'm not aware of but it works for me!
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