Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

My ultimate goal is to have a short survey in Typeform where users start a software license request. An email is sent based on conditions to one to three addresses depending on the aforementioned conditions.

What I have so far is the Typeform survey with a contact info page to collect first / last names and their email address. A multiple choice page with A - H and a second page that the intent is if option C is selected you will see this page with a few more module licenses for option C before completion. For now I’m good with just making all but C work. A Zapier Table with a Software field and text names of the software then field 2 Software Cost formatted for US currency to two decimals. 

Currently I have:

  1. Software Selection - this taps the Typeform survey
  2. Zapier Tables - Find Records (Output as Line Items) 
    • Configure 
    • Table ID   References Zapier Table
    • Filter Count  1 
    • Lookup Field1   Software 
    • Operator   is one of 
    • Lookup Value references Software Selection   Typeform data where all multiple choice options reside
    • Successful if no seach results are found  Yes, mark “successful” and run steps that use search result
    • If multiple search results are found   Group all search results as line-items
  3. Formatter - Text
    • Transform  Split Text
    • Input  References table pulling Software names out
    • Separator  a comma
    • Segment Index  <empty>
  4. Formatter - Numbers
    • Transform  Format Currency
    • Input  References table pulling software prices out
    • Currency  US Dollar
    • Currency Locale  English (US)
    • Currency Format  )]#,##0.00

Now is where I have been spinning wheels. I’m not sure how to proceed to collecting the choices from Typeform where I can extract the name of the software they clicked and tally the cost of the request. I had originally envisioned three thresholds where under $50 only email me, under $100 email me and another, over $100 email myself and two others. Seeing how troublesome this has become I’m happy with just tally and email me until I learn more Zapier usage.

I tried messing with a step for Typeform where I Lookup Responses but so far have been unable to extract results. The email step is in there in case I accidentally got something working and for testing. I get an email with my body of text but I think I’d need to do more referencing in the email composition to include the results but I’m still stuck on result gathering
 

 

 Welcome to the Community, ​@pat2187 and happy Friday! 😁🎉

If you’re wanting to add up different values and send different email messages for requests that meet certain conditions, you could try using Paths. It would allow you to carry out different actions in each path—so each one could run only when specific conditions are met, use a different formula to add values from specific fields in your Zapier Table, and send out the relevant email.

You can learn more about setting up Paths here: Add branching logic to Zaps with paths.

Hope that helps to get you pointed in the right direction. Keep us posted on how you get on! 

Hi ​@pat2187, just checking in! Did my suggestion of using Paths help to get you pointed in the right direction?

Happy to assist further if you’re still stuck at all, just let me know! 🙂

​

I had a previous version where I Pathed out on a branch for each option with the intent to have them coalesce again lower in the logic tangle provided they could pass an “If greater than or lower than” checkpoint. Im not sure that is the correct order of operations though for one of my first Zaps. I was struggling with how to best convert a choice in Typeform into a currency value, which I had accomplished with Formatter in my first draft multi path Zap. I asked for help in our office and we pivoted to tables high up in the chain so any function to follow could pull from that data source. 

In the end I opted to just have it email me the results and I’ll figure the rest out on my own time with regards on whom to email for approval on the request. Probably tried to do too much for a first Zap 

Appreciate the update, ​@pat2187. Sorry to hear it didn’t work out with Paths this time round.

Probably tried to do too much for a first Zap 

Not at all—it’s great to be ambitious, even with your first Zap! In my experience, tackling something a bit complex early on is often the fastest way to learn.

Since you’ve pivoted to handling things in Tables, another approach you could try is to handle the formulas directly in Tables and set up different views in Tables that replicate the kind of conditions you were aiming for with Paths. For example:

6b831d30d7a61bda9c77dc1c3ff0a30d.png
You could then trigger a Zap when a new record enters a particular view and send an email to the relevant person. Once a view is saved, it will appear in the Table ID field for you to select.
 

For example:

1bef446eee72232f0835e319ffbec2a5.png
 

With this setup, you’d have different Zaps watching for new records in specific views, each sending request details to the right person via email for approval.

If you give that a try and run into any snags, feel free to reach out—I’d be happy to help further!

Terms & Conditions