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We currently use Zapier to filter jobs from a jobsite into a Leads List.

STEP 1

I would like Zapier to assign each job various weighted points according requirements e.g.

Job one requirement A: -3

Job one requirement B: 0

Job one requirement C: 5

STEP 2

I would then like Zapier to assign each job a status depending on the total number of points received

Super Hot: 5 - 10 points

Hot: 3 - 4 points etc

STEP 3

Add the jobs to the Leads list as per usual

How do I do that? 

Hi @ZapMonster 

Good question.

Sounds like you’d be best served using a custom Code step in the Zap: https://zapier.com/apps/code/help

I feel like Lookup Tables would be a good fit for this as well: https://zapier.com/help/create/format/create-lookup-tables-in-zaps

Thank you for the suggestion shalgrim. May I ask further guidance.

My current Zap is:

Trigger: RSS by Zapier

Action: Add new deal to CRM app

 

I would build this out to:

Trigger: RSS by Zapier (as before)

Action: Look up Table One

Action: Look up Table Two, etc.

Action: Add new deal to CRM app (as before)

 

This will help me a great deal with the first part of my algorithm.

The next part would be to add the values from the different lookup table entries together and create a rating label according to the value (advice on this step would be appreciated.

Hey @ZapMonster !

 

Yep, you’re definitely on the right track with the new Zap you’re planning to build out. For the step where you’re looking for guidance on adding up the results of the look up tables, I think a Formatter Math Operation would work. You can map in each of the values from the lookup table steps and then add them up

Here’s an example of how it would work...

Select Formatter as the app and then Numbers as the Event:

https://cdn.zappy.app/9444a74d7802a2937b86069b470f929d.png

Then set up the action by choosing Perform Math Operation as the Transform, Add as the Operation, and then map in your lookup table outputs into the Input lines. A new line of input will appear after each one that you enter.

https://cdn.zappy.app/0d162e54a213e0d7a0165af393329a58.png

Do you want to give that a shot and let us know how it goes?

Hey @ZapMonster!

Have you had a chance to give Scott’s suggestions a try? Just wanted to check in to see if you still needed help :)

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