Skip to main content
Best answer

How do I update values in Tables?

  • Sep 21, 2023 8:57 AM UTC
  • 5 replies
  • 640 views

Forum|alt.badge.img+1

Dear Community,

 

I import leads from Heyflow to Zapier Tables, which is a form builder. This works perfectly for new records, which are stores in tables. 

Now I would like to update this entry each time this person fills out the form again. In Heyflow, this is a new entry each time, which is just how it works. 

Ideally, I would like to have a check if the lead exists already already and then either create a new entry or update the existing ones. Any idea how I can do that? 

 

This is my current configuration, which doesn’t do the job because I can not filter by a check if the lead already exists.

 

Best answer by Troy Tessalone

@ssielmann 

Check the available Zapier Tables Zap triggers/actions: https://zapier.com/apps/zapier-tables/integrations#triggers-and-actions

Try using this Zap action: Find Record

Within the Zap action step config, check the checkbox to enable the Create Record option.

 

View original
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
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • Sep 21, 2023 3:13 PM UTC

Hi @ssielmann 

Good question.

It’s unclear what Step 4 is doing, so please clarify.

Try adding this Zap action: Zapier Tables - Update Record

 


Forum|alt.badge.img+1
  • Author
  • Beginner
  • Sep 21, 2023 6:07 PM UTC

Thanks @Troy Tessalone :)

What happens if the record is not existing that should be updated? Does it create a new one? 

My problem lies here: The zap does not know whether it should create a new row or update an existing one. 


Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • Answer
  • Sep 21, 2023 6:26 PM UTC

@ssielmann 

Check the available Zapier Tables Zap triggers/actions: https://zapier.com/apps/zapier-tables/integrations#triggers-and-actions

Try using this Zap action: Find Record

Within the Zap action step config, check the checkbox to enable the Create Record option.

 


Forum|alt.badge.img+1
  • Author
  • Beginner
  • Sep 22, 2023 8:09 AM UTC

Yes, that does it all :) Thanks to much!


ken.a
Forum|alt.badge.img+6
  • Zapier Staff
  • Sep 25, 2023 7:01 AM UTC

That’s excellent news @ssielmann! Shoutout to Troy for pointing you in the right direction!

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