Saving the step of manually checking emails against records will be very, very helpful. The bad news is that, as a small workplace, no one has ever felt the impetus to streamline operations, and the amount of double (and triple, and quadruple…) entry is buckwild. The good news is my workplace is a small one, so not finding a solution won’t be the end of the world. The problem is that, as a novice, I can’t seem to identify the function(s) or operator(s) that might get me the result I’m going for. So what I’m going for is, if I receive an email with subject “Hello from Jane Doe!”, when Zapier runs that against existing Contact Names, they ID that yes, in fact, I do already have a record for Jane Doe, or no, I don’t have a record for Jane Doe, and one is automatically created.Ĭurrently, the Search By Field and Search Value fields result in the creation of a “Hello from Jane Doe!” record, which I expected. (This is as a part of the “Find or Create Record” zap.) I’m currently trying to determine how to write a search formula that will identify if the subject of an email contains a Contact Name. Airtable Organize anything with Airtable, a modern database created for everyone. The new Zap can now trigger for each address individually.I am new to Airtable and am working through connecting the base I designed to my Gmail account. One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need. Finally, create a second Zap with your original workflow to trigger off each new record in the new table. When this Zap runs, it will leave you with three new records on the new table, each with the primary field being the email address you’re searching for. This won’t work if it’s not comma-separated :slightly_smiling_face: Not sure if there’s a more elegant solution, but if you have an extra Zap to spare, you could use two to accomplish this.Īdd a new table that’s linked to the table which includes your form view. When the Interaction form is submitted for more than one linked record at a time, that lookup field says something like a stab in the dark, I tried this for a Search Formula:Īny ideas or tips on how can I write this search fomula?Īlternatively, any idea on how I can tell Zapier to ignore those error messages and NOT shut down my Zap when it fails to find multiple people? The Interactions table field I’m currently using in Step 2 to match with records in the Contacts table is a an Airtable Lookup field of the email address from the Contacts table. Is there a way I can use a Search Formula for “Step 2: Find Record in Airtable” so it finds multiple records to update in Step 3? After a bunch of error messages, Zapier shuts down the Zap, and then the Zap doesn’t even work for one-at-a-time updates, until I log in and turn the Zap back on again. When this happens, the Zap trips an error message (even if the Progress field wasn’t updated). The problem is, users often fill out the Interaction form to apply updates to multiple Contacts at the same time (using linked field). Those new rows appear whenever a user fills out an Interactions Form. Following the two tutorials on setting up Zapier, I’ve successfully gotten a Zapier Zap working to update a “Progress” field within the primary “Contacts” table whenever a new row appears in the “Interactions” table.
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