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Zapier airtable find4/16/2024 ![]() ![]() ) Mark and copy this name, and return to the ‘Contacts’ table. (I used the ‘White Heavy Check Mark’ emoticon: :white_check_mark. Return to the ‘DeDupe’ table and enter any arbitrary name in the primary field of the first row. The latter should be defined as a text field. (Actually, since I wasn’t positive the algorithm was correct, I opened the CSV in LibreCalc to double-check my work and ended up finding it there.)įirst, to create the ‘DeDupe’ table and add the ‘MatchName’, ‘DupeOK’, and ‘Check’ fields to your ‘Contacts’ table. Jenkins, and it took a while to locate the duplication. It turns out the 1,000 random names with which I seeded the base included both John A. ![]() If you’re converting an existing base that contains duplicates, though, it’s a slightly more complicated process. Since you know the most recently entered name is the one duplicated, it’s relatively easy to find the earlier matching record. If the numbers differ, it means ARRAYUNIQUE() removed at least one duplicate. It then compares COUNTA(Uniques) with a Count field for the linked records. The routine works by creating a Rollup of ‘MatchName’ using the ARRAYUNIQUE() aggregation formula. Public’ should both remain on the list, tick the ‘DupeOK’ checkbox this will append ‘1’ RECORD_ID() to ‘MatchName’ and clear the ‘Dupe’ flag. I say ‘might’ because it’s up to you to vet the two similar entries – and because in this implementation I match (GivenName&Surname), ignoring middle initials. After a brief moment of cogitation (a second or two on the demo base, which contains 995 entries), one of two things will happen: One, nothing, meaning the contact you just entered is not a duplicate, or two, a flag will appear in the ‘Dupe?’ column, meaning the entry you just entered might be a duplicate. As this table contains but a single row, all you need do is select the plus sign (’+’) in the linked record field and, when the pop-up window providing drill-down access to ‘DeDupe’ records opens, select the first (and only) record. The only change to your workflow required is that when entering a new contact record, you’ll need to link it to the ‘DeDupe’ table. You can find a demo base with example code here. While it may not be an optimal solution, something similar could easily be added to your contacts base to ensure each new name doesn’t already exist. Make sure that you enter the Phone Number and the Email values you got from the Loop step not from the Find step.I’ve been playing around some with embedding data-validation code inside tables although this approach does not truly enforce good data, it can at least flag invalid data at the time of entry, allowing the user to correct the mistake at the time it was made, rather than be forced to locate it later. Now you can add a step for the texting (using Ringcentral for example) and a step for the Email (using Gmail for example).Now not only did you get all the records you need from Airtable, you also split them into individual values that will loop !.In case you want to limit the data being sent to a certain number (in case the Find step returns 100s of records and you only want to send it to 5 of them), set the “ Maximum number of Loop iterations” to 5.Those values are what you will need to send an email or a text message in the next step. In the “ Values to Loop” part, add whatever values you will need from Step 2, such as Name, Phone Number, Email. Create step “ Create Loop From Line Items in Looping by Zapier”.You will then get all the records that matches your search criteria (you can even use a formula to add more than 1 criteria) Create step “ Find Many Records (With Line Item Support) in Airtable” (Finally!!!) to find all Sales people in your Airtable.Setup your Trigger to get the new lead from Airtable (or any other app you are using).There was no way to do that in the past (specially before the Looping by Zapier). If you are using Airtable and integrating it with Zapier, then you always had the Line Items support problem! In this quick guide I will show you some cool tips and tricks on how to use the Line Items with Looping by Zapier.Ī lead comes over from another app (or even from Airtable) and you want to send a text message to 5 of your Sales team so they can process this lead. ![]()
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