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  • How can I create a loop in Zapier to automate task creation every two weeks until a project stage changes?

I have a zap where I would like to repeat four actions. I can’t use the schedule trigger as the trigger needs to be an action from our project management tool. 

The follow of what I am after is:

When a project gets to a certain stage in our pipeline, then create a task every two weeks, until it moves to another stage in our pipeline. 

I have manually created it at the moment as follows:

  1. Delay by 2 weeks
  2. Find the project
  3. Check it is still in the same stage, if it is
  4. Create a task

I have manually built this out four times however there is a chance clients could be in this stage for up to 10 months (it is for a client in the building industry) and I realllly don’t want to have to build each step out that many times to meet the 10 months. 

I know that in tools like ActiveCampaign I can just simply add a loop in for where I want it to loop but I cannot seem to do this in Zapier. Any ideas?

 

Hey @Lauravucic ,

 

You can use Looping by Zapier → Loop from Text. You can add an action like below. Below this action you can add the other actions like Find Project, If same status ->Create a Task

 

 

Hi @Lauravucic 

Try these Zaps and steps:

Get familiar with Webhooks: https://zapier.com/apps/webhook/help

 

Zap 1

  1. Trigger: :APP] - Project Pipeline Updated
  2. Action: Filter
  3. Action: Webhook - POST
    1. URL: Use the webhook URL from Zap 2, Step 1

 

Zap 2

  1. Trigger: Webhook - Catch Hook
    1. Generates a unique webhook URL to use
  2. Action: Delay - For
    1. Time: 2 Weeks
  3. Action: nAPP] - Find Project
  4. Action: Filter
  5. Action: nAPP] - Create Task
  6. Action: Webhook - POST
    1. URL: Use the webhook URL from step 1
      1. This is so the Zap repeats on itself

Hey @jayeshkumarbhatia thanks for this. I did try with the loop but there is no text that it is picking up. Does that matter? 

Hey @Troy Tessalone thanks for this. I have used webhooks before but in this instance it is highly likely the trigger in the first zap won’t trigger each time as there is no new data. Which is why I’ve added in the lookup step each time to see if the task is in the same position. Would this still work?

@Lauravucic 

The 2 Zap logic I outlined will run indefinitely until Zap 2 is filtered out by the Filter step.

@Lauravucic

The 2 Zap logic I outlined will run indefinitely until Zap 2 is filtered out by the Filter step.

Amazing thank you so much!!

Hi @Lauravucic,

 

Wow! Thank you for confirming that Troy’s resolution got the Zap running. This will significantly help our Community members to have as a reference for the same issue.

Reply


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