#FIND AND REPLACE AIRTABLE RECORDS ZAPIER UPDATE#

How do we make it dynamic, so we update the person from our search step? You can’t choose a person from the dropdown menu, otherwise you’ll always be updating that same person every time the Zap runs. Its time consuming to go back and delete them all.

Is there another option to remove single dashes from airtable fields and leave them empty I paste in info from another source and anything there that doesnt have data has a dash. This is the part that trips up a lot of people. 1 reply 203 views E Eli56 New 0 replies I tried using the find and replace option but it didnt work. mine says FALSE because I created the person while testing the Zapįor the condition choose (Boolean) Is true: Instead, you can choose to only continue if the Zap Data Was Found field is TRUE. You could choose to always update the person, even if you just created them in the previous step, but all these extra tasks can add up if your Zap runs a lot. I then use the same mapped fields in order to create a person (if none is found).įilter (Technically optional)- Only continue if found I check the box for “Create Pipedrive Person if it doesn’t exist yet?” in order to make sure that if nothing is found, that I create a new person. I map the first and last name from my trigger step. I’m going to search by Name in Pipedrive, looking for an exact match. But, if you haven’t checked out our Chrome extension yet, now’s your chance!Īction - Pipedrive (Find or Create Person) This part isn’t necessarily important to you, aside from knowing that it’s how I’ll be adding data to the fields I then use in my action steps. I’ll then use Pipedrive for my action app since I used them as an example above. In this example I’m going to use the Zapier Chrome extension to trigger my Zap, since it’s an easy way to add data to a few fields and then trigger a Zap. In that case, you can either use two Zaps, with a filter in each (one for when something is found, and one for when it isn’t) or use our Paths function (again, one path for when you’ve found something and one for when you haven’t).ĪLSO IMPORTANT: You will also need your app to have an Update (insert your record type here) action, since otherwise you won’t be able to do anything once you find your record. Some apps have a Find action that doesn’t allow you to create an item if nothing is found.

IMPORTANT: In order to do this most efficiently, you’re going to need an action in your app that allows you to find an item and create one if it’s not found.

Find and replace airtable records zapier