Innovation Hub / clio-operate / ods-lookup

ODS Lookup (workflow action)

Search Sharedo's Operational Data Store for a person/organisation by any combination of email / phone / first / last name. Multi-channel scoring picks the best match. Three outlets: found / notFound / failed. Useful for inbound enquiry de-duplication, CTI screen-pop reconciliation, referral pre-fill.

Production Pilot ⬡ Foundry-backed vw action Stale · freshness 10 Owner: igor@alterspective.com.au 0 Picks · 0 voters 0 comments

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Embed in any page

Drop this snippet into a Sharedo page, intranet site, or proposal — it renders a self-contained summary card linking back to the live hub. Auto-resizes; no auth required for public components. 

<iframe src="https://localhost/embed/clio-operate/ods-lookup" title="ODS Lookup (workflow action) on the Innovation Hub"
  width="100%" height="420" loading="lazy"
  style="border: 1px solid #ccc; border-radius: 8px;"></iframe>

Or link directly: https://localhost/embed/clio-operate/ods-lookup

Full brochure

ODS Lookup (workflow action)

The full brochure is hosted at https://widgets.alterspective.com.au/workflow-actions/ods-lookup/ — self-contained HTML, embeddable in proposals + emails. Below is the live embed: