Hey everyone! Zapier rookie here, but I am so excited with the countless automations I can’t wait to get my hands on!!
Just got a quick questions. I’ve set up a zap to create a new contact on Actionstep everything a submission is made on cognito forms. How would I avoid duplicates from being created. I tried setting up a zap to find contacts on actionstep but I cant seem to find an option to search by email or phone number. Has anyone found a walk around this? Thanks!
Hi
Try using the Actionstep Find/Create Contact option.
Can you provide screenshots of the Zap step settings available?
Hi
Thanks for your reply. I can only see those two options. I would have thought there would be an option to find a contact based on their email?
You can try opening a ticket with Zapier Support to see if they have any guidance: https://zapier.com/app/get-help
You may have to explore using the Actionstep API: https://actionstep.atlassian.net/wiki/spaces/API/pages/12648551/Participants
App APIs can be used in Zaps with the Webhook app as an action step: https://zapier.com/apps/webhook/integrations
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