How do I use looping to retrieve client details instead of Client ID in Zapier?

Hi there ​@MAIN MORT,

Welcome to the Community! 🎉

Before we dig deeper into this, would you mind sharing a detailed screenshot of how your Zap is configured? This will help me take a closer look and provide the best possible suggestion.

Please don't include personal information in the screenshot, or be sure blur out any personal information.

Thanks!

Use the “Search Clients” or something similar action in your custom CRM to get a list of client IDs. Check if this action returns only IDs or full client objects by testing it and then try looping. If the search only returns client IDs, add a “Get Client Details” action (or similar) inside the loop. Pass the client ID from the loop to fetch the full details, including name and email. Ensure the Google Doc action (e.g., “Append to Document”) is inside the loop, using the details from the “Get Client Details” action to add each client’s information. If you want a single doc with all clients, set it to append to the same document each time.

thanks  

this is the ideal flow if there was only 1 client - (This works just fine)

The issue is that the search for clients only pulls the full objects for client 1. any subsequent clients details are not pulled using the search function. so if there are 2 clients on a case, i can get full objects for client 1 but Just the client i.ds for any subsequent clients

below is the looping segment i added for if there was 2 clients. the client objects from the document in segment 2 pull the full client details but only as 1 token i.e Email will just pull all of the emails on the case seperated by commas so i tried this method to just atleast grab the details which i could then try and filter to sperate and then append to a google doc. 

this worked ok after testing and  I can see both clients in the loop test.

the issue i now have is getting the details into google doc from the loop as it still only gives me the 1st clients details i.e full name and email address

so I tried to add a filter that would seperate the names from the loop which should then allow me to use the details but to no avail as the filtered results dont give me the individual details but instead both client names with the comma 🤷‍♂️

apologies for the post or if i have over complicated it for no reason.

please see below post reply

Hey there, ​@MAIN MORT 👋

Thanks for sharing those helpful screenshots. Those ClientID, Email and Full Name fields from the Looping action that only show the 1st client’s details are the ones you’d need to select in that Google Docs action.

When testing in the Zap editor it will only perform a test with the details for the first loop, but when the Zap is switched on and runs, it will create loops for each set of client details and run through them separately. With the fields mapped directly from the looping action there should be no need to use Formatter split up the values, so you can remove that Formatter action from the Zap.

Can you give that a try and let us know how you get on?

amazing thank you, so i should put the  same ‘full name’ from the lopping action 7 in both client1 & client2 like in this?

Hi ​@MAIN MORT,

I believe once the Zap runs, it will put the same data on the “client1” and “client2” field. Have you tried doing a live test by publishing the Zap?

I'll be keeping an eye out for your response!

thanks ​@ken.a 

No I havent run the test but I need the data carried over to be different for client 1 & Client 2 hence the reason for the post really!

​@SamB this worked perfectly thank you

That’s awesome ​@MAIN MORT! A huge thanks to SamB 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! 🤗