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Hi there,

I’m new to the world of Zapier, and I’ve soon realized that there is a lot to learn!

Currently, I’m trying to send data (on record update) from system 1 to system 2.

System 1 contains a unique reference in a field. This could be “ABC1234, A Short Description Here”.

System 2 contains a simplified version of this reference “ABC1234”. - note: without the “A Short Description Here” suffix.

Each record will have it’s own unique reference. i.e. another record in System A and B could start with “XYZ4321”.

Is there an easy way to extract the dynamic reference (before the first comma) from system 1, match this reference to system 2, and then update system 2 accordingly?

Thank you!

Hi @AndyPAV 

Zap action: Formatter > Text > Split

Split at: ,

Keep the first segment

Thank you @Troy Tessalone, 

Once I use the Zapier formatter, how do I pass this value to the “Find a Record” trigger as a stored/dynamic value for this individual workflow?

Perhaps I’m currently misunderstanding how Zapier works but I would assume that you need to find the record to update in system 2, then push the data from system 1 accordingly.

I can only see an option to manually type a static value. Currently running a free trial of the Professional Plan if this helps?

Thanks

@AndyPAV 

Depends on which Zap apps you are trying to use in the Zap steps.

Zap apps can be searched here: https://zapier.com/apps

Each Zap app has a profile page that lists the available triggers/actions and help links.

@Troy Tessalone 

Thank you! I’ve now sorted this.

I somehow didn’t see the option to search on custom values. When I found this, I could find on the split text value.

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