Forum Discussion

ChrisFaye1's avatar
ChrisFaye1
Qrew Cadet
6 years ago

Zap - Create/Update from Array option

Hi All, 

Looking to utilize the zapier - create/update from array tool to keep records in QB updated or create if new, but running into an issue because Zapier needs to be given a merge field in order to determine if a match exists. The key field doesn't seem to be registering as a merge field in Zapier and I know the merge field exists in the import process, but not as a field type. Has anyone found a workaround for this?

If not, Zapier allows the use of API in which case I would start asking for some help building a basic API to search for fid=9 and if match updated fid=5 and fid=6, if no match is found, add record with fid=9, fid=5 and fid=6. 
*Kept it simple for the base needs.

Any help or tips would be amazing as usual!

Thank You!
Chris

------------------------------
Chris
------------------------------
Workflow
  • EricMohlman's avatar
    EricMohlman
    Quickbase Staff
    6 years ago
    I actually have a customer experiencing the same issue right now. She shared their Zapier login credentials and I'm working to build a workaround today for her. After verifying the issue that you described, my current plan is to setup a "Placeholders" table in the app, setup one record on that table, and the Zap will update the single record there. I'm then going to setup an Automation so as the Placeholder record is modified that it will add the record to the main table.

    If it's useful for you, I can post screenshots from this setup once I have it in place

    ------------------------------
    Eric Mohlman
    ------------------------------
  • EricMohlman's avatar
    EricMohlman
    Quickbase Staff
    6 years ago
    Unfortunately, I didn't get the "array" option to work. Instead, I still have the "placeholders" table, but now the Zapier action is to add a record to placeholders, and I'm using a Quick Base Automation to feed the information correctly into my Leads table from a newly added Placeholder record.

    ------------------------------
    Eric Mohlman
    ------------------------------