Hello,i’m very new to Zapier (but i’ve watched several tutorials in the last years) and i’m exploring the features.Since i’m very interested into developing a script to simplify the insert of new deals inside Teamleader i’ve started to look at the “engine” inside Zapier.Ideally the process should be:fill a google sheet with the relevant fields (or another source which could be parsed) where there is new row trigger zapier process the fields create the company create the contact link the contact to the company insert the deal fieldsSo i’ve tried the zapier central to create a workflow in order to create this kind of loop.Now my question iswhat if the company is already existing in teamleader ? Is it possible to check for the company existance inside teamleader and get that UUID inside zapier ? thanks in advance

Question

checking Teamleader contacts before adding a deal

20 days ago
30 April 2024
1 reply
2 views

Andrea_Ita_S
New
0 replies

Hello,

i’m very new to Zapier (but i’ve watched several tutorials in the last years) and i’m exploring the features.

Since i’m very interested into developing a script to simplify the insert of new deals inside Teamleader i’ve started to look at the “engine” inside Zapier.

Ideally the process should be:

fill a google sheet with the relevant fields (or another source which could be parsed)
where there is new row trigger zapier
process the fields
create the company
create the contact
link the contact to the company
insert the deal fields

So i’ve tried the zapier central to create a workflow in order to create this kind of loop.

Now my question is

what if the company is already existing in teamleader ? Is it possible to check for the company existance inside teamleader and get that UUID inside zapier ?

thanks in advance