Hi. I am creating a Zap that adds a row to a google table. I don’t want to add the record if one already exists for a person. How can I check first to see if the record exists before adding a new one. The unique identifiers are email address and name. I don’t have access to the id to check for existing record at the time the record is created. I am getting data back from a third party and they don’t have the id to send me.
Thanks,
Rhonda
Question
How can I add a row to a Google Table only if one does not already exist for a person?
- Beginner
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+14- Zapier Orchestrator & Solution Partner
Hi
Good question.
Try this Zap action: GTables - Find/Create Row
- Beginner
I have looked at that, in fact, I have used it in other scenarios. As far as I can tell, you can only filter on one field. In my case, I can have multiple records with the same email address but a different patient name. A person could file a claim for themselves with their email address but as a parent, they can also file a claim for the child with the same email address. I am trying to get the third party to send me a “patient Id” to store that would be truly unique but I was trying to come up with a solution in the meantime using email and patient name.
Thanks,
Rhonda
+14- Zapier Orchestrator & Solution Partner
Try this…
Create a new formula field that concatenates both data points.
Then in the Zap you can map both data points in the search field.
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