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  • How do I generate an ascending file number for each lead in a table using Zapier?
Best answer

How do I generate an ascending file number for each lead in a table using Zapier?

  • 19 September 2023
  • 5 replies
  • 76 views
S
Userlevel 1
Badge +1

Hi Community,

 

I’d like to do the following: 

  1. A lead is received in an external tool (Heyflow) and sent to Zapier
  2. The data stored in a table
  3. An ascending file number is generated for each lead (e.g. “AZ_DL_[NUMBER]”. 

How can I do that?

 

Cheers and Thanks a ton!

icon

Best answer by ssielmann 22 September 2023, 12:37

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This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

5 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @ssielmann 

Good question.

One approach would be to use Airtable to log the data.

Airtable has these field types:

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
S
Userlevel 1
Badge +1

 

Thanks :) Can I do this without using Airtable? 

 

This approach is where I am right now: 

  1. Create an own table with only a count

  2. Increment this number each time a value is added to the list of cases 

S
Userlevel 1
Badge +1

…this works so far. 

Now I want to use this number to create the file number: AZ_DL_[NUMBER]

 

The only thing that I would need to do is extract this newly updated number from the helper table and put it into the case table. But - this I don’t manage to do. 🤔

S
Userlevel 1
Badge +1

Achieved it - could just use the “Update Record” feature. 

ken.a
Userlevel 7
Badge +6

That’s great news @ssielmann! Glad to hear you were able to get it sorted!

If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 😊

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